By Christoph Olivier Most CPA and accounting firms grow on referrals and reputation for years, then hit a wall. The partners are busy, the referral
Most CPAs already have a brand. It just lives in other people’s heads, shaped by a few tax seasons, a couple of referrals, and whatever
By Christoph Olivier Most lead magnets for accounting firms fail for the same reason: they attract people who want a free thing, not people who
By Christoph Olivier Most accounting firm websites read like a brochure and convert like one. A prospect who just got a scary IRS notice, or
Most people choosing a CPA are nervous. They are handing you their tax return, their payroll, or their books, and they cannot judge your work
Most accounting firms do not lose prospects because their work is weak. They lose prospects because a first call never got a second touch, a
By Christoph Olivier Most CPA and accounting firms do not have a marketing measurement problem because they lack data. They have one because they track
By Christoph Olivier Most accounting firms grow on referrals and long relationships, so the marketing budget question can feel awkward. You are not selling a
By Christoph Olivier When a business owner asks ChatGPT to explain the difference between an S corp and an LLC, or asks Perplexity which accounting
By Christoph Olivier Most CPA firms do not have a lead generation problem so much as a lead generation habit problem. Work comes in through
Most accounting firms treat Facebook and Instagram ads as a coin flip. You boost a post, spend a few hundred dollars, get a handful of
By Christoph Olivier Most CPA firms own the best email list in their market and barely use it. You have current clients, former clients, referral
How Accounting Firms Can Market Advisory Services (CAS) By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Marketing client advisory services (CAS) is a
How Accounting Firms Can Build Referral Relationships That Actually Send Clients By Christoph Olivier, Founder, CO ConsultingLast reviewed: July 2026 Referrals are the single biggest
How to Niche and Position an Accounting Firm By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 To niche and position an accounting firm,
Marketing Mistakes Accounting Firms Make (and How to Fix Each One) By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Most accounting firms don’t
Marketing Ideas for Accounting Firms That Actually Book Work By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Most accounting firms still grow the
How Do CPA and Accounting Firms Get Clients? By Christoph Olivier, Founder, CO Consulting Last reviewed: July 2026 Most CPA and accounting firms get clients
