By Christoph Olivier

Reporters who cover tax, small business, and personal finance need sources they can trust and quote quickly. If you run a CPA and accounting firm, you already hold the raw material they want: real numbers, clear explanations, and a professional duty to get the facts right. Most firms still wait to be discovered instead of building a reliable way to earn coverage, so the attention goes to whoever answers the phone first.

This article shows you how to earn press and media attention that builds genuine authority for an accounting firm. You will get a repeatable outreach system, a media targeting table, a compliance checklist tied to your AICPA obligations, and a short list of mistakes to avoid. The goal is coverage that makes every other part of your marketing more persuasive.

What earned media means for a CPA firm

Earned media is coverage you get by being useful to a journalist, not by paying for placement. For an accounting firm it usually takes three forms. Expert commentary means a reporter quotes you on a tax deadline, a new IRS rule, or a change in filing requirements. Contributed articles are bylined pieces you write for a trade or local business publication. Original insight means you package what you already see across client work into a trend a reporter can cover, without ever naming a client.

There is a difference between visibility and authority, and it matters here. Visibility is being seen. Authority is being seen as the person who understands the topic better than the room. A single quote in the right outlet, attributed to a licensed CPA, does more for authority than a dozen generic social posts. Aim for the outlets your ideal clients already read and trust.

Authority also transfers. When a business owner sees your name in a publication they respect, your firm feels safer to hire, even if they found you somewhere else entirely. That borrowed credibility is the real return on media work, and it shows up later in warmer sales calls, higher close rates, and referral partners who feel comfortable sending you their best clients.

Why journalists want CPAs specifically

Tax and accounting stories run all year, and they spike around deadlines, new legislation, and economic shifts. Reporters need a credentialed source who can explain a rule in plain language and stand behind the explanation. A licensed CPA carries built-in credibility that a general business commentator does not. That license is your edge, so lead with it and keep your explanations simple enough for a general reader to follow.

A repeatable PR system you can run in a quarter

You do not need a retainer or a famous name to start. You need a clear source profile, a short target list, and the discipline to respond fast. Here is the system I give firms that want coverage without hiring an agency on day one.

Build your source profile first

Before any outreach, write a one-page source sheet: your name, credential, firm, the three to five topics you can speak to with real authority, and two or three sample angles for each. Add a headshot and one line on why you are qualified. Keep it tight. A reporter on deadline decides in seconds whether you are useful, and a clear sheet makes their job easy.

Match the outlet to the goal

Not every outlet serves the same purpose. Chasing the largest national names is the most common way firms waste months. Match the outlet to what you want it to do for the firm.

Outlet typeWhat they wantBest formatAuthority payoff
Local business journalLocal angle on tax or small business financeQuote or short bylineRegional visibility and referral trust
Trade and accounting pressTechnical depth and a practitioner viewContributed articlePeer credibility and speaking invites
Personal finance mediaPlain-language answers to reader money questionsExpert quoteBroad reach and links back to your site
Niche vertical mediaIndustry-specific accounting insightByline or quoteAlignment with your ideal client
Podcasts and newslettersConversational expertiseInterviewWarm, high-trust audiences

Run outreach on a schedule

PR fails when it is a one-time push. Build a rhythm tied to the accounting calendar and hold yourself to it.

  1. Pick two or three target outlets that reach your ideal client, not the biggest names you can think of.
  2. Sign up for a journalist request service so you can respond to reporters who are actively seeking sources.
  3. Set a calendar tied to the tax year: pitch deadline stories weeks early, and react to new legislation within a day or two.
  4. Send short, specific pitches. State the angle, why it matters now, and one sentence that proves you can speak to it.
  5. Respond fast. A same-day reply beats a perfect reply that arrives after the story has filed.

Turn one placement into more

A single quote is a starting point, not the finish. Save every mention, add a simple press page to your website, and reference recent coverage in your next pitch. Reporters trust sources other reporters have already used. One placement, handled well, makes the next one easier to earn.

Track what works so you can repeat it. Note which angles got picked up, which reporters replied, and which topics your ideal clients reacted to. Over a few quarters you will see a clear pattern of the stories that fit both the press and your firm, and you can lean into those instead of guessing. Keep a simple running list of the reporters and outlets that have covered you, and check in with them a few times a year with a fresh, timely angle rather than a cold pitch.

Compliance and confidentiality: the lines you cannot cross

Media work touches two AICPA obligations directly. First, promotion must not be false or misleading, which the 1.600 series covers. Do not overstate credentials, imply outcomes you cannot support, or claim specialties you do not hold. Second, confidentiality under the 1.700 series means client information stays private. You can describe a pattern you see across many clients, but you can never share identifying details, numbers, or situations that point back to one client without written consent. Some state boards also restrict or prohibit testimonials, so check your board before quoting client praise in a pitch or article. None of this is legal advice; confirm the specifics with your own counsel or state board.

Common mistakes accounting firms make with PR:

  • Using a real client story as a hook without consent, which risks a confidentiality breach.
  • Promising or implying specific tax savings or refund outcomes in a quote or byline.
  • Claiming to be an expert or specialist in an area the firm rarely handles.
  • Chasing large national outlets while ignoring the trade and local press that reach actual buyers.
  • Going quiet after one placement instead of keeping a steady pitching rhythm.

Where PR fits in your firm’s growth

Earned media is a trust multiplier, not a lead machine on its own. A quote in a respected outlet makes your website, your proposals, and your referral conversations more persuasive, which is why PR works best as one channel inside a fuller plan. If you want to see how press fits alongside your website, content, and referral engine, start with our marketing plan for CPA and accounting firms. Treat media coverage as fuel for the rest of your marketing rather than a standalone tactic.

Authority compounds. One quote leads to the next, and a steady presence in the right outlets makes every other part of your marketing easier. If you want help building a media and growth system your firm can run without guesswork, book a call or explore the hub to map your next steps.

Frequently asked questions

How do accounting firms get press coverage?

Build a one-page source sheet, target outlets that reach your clients, respond to journalist requests fast, and pitch around the tax calendar so your timing matches what reporters need.

Can a CPA share client stories in the media?

Only with written consent and no confidential details. AICPA confidentiality rules under the 1.700 series mean client information stays private, though you may describe patterns you see across many clients.

Are testimonials allowed in accounting firm PR?

Sometimes. Some state boards restrict or prohibit testimonials, so check your board before using client praise in a pitch or article. This is not legal advice.

Which outlets matter most for a CPA firm?

The ones your ideal clients read and trust. Local business journals, trade press, and niche vertical media usually beat chasing national names.

How long before PR produces results?

Treat it as a trust builder over months. Coverage compounds and strengthens your other channels rather than delivering instant leads.

Do I need to hire a PR agency?

Not to start. Many firms earn early coverage through journalist request services and direct, well-timed pitches before ever considering an agency.


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About the author

Christoph Olivier Christoph Olivier is the founder of CO Consulting and a fractional CMO who has managed millions of dollars in ad spend and built a combined audience of over a million followers across social platforms.

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