AI-Powered Marketing Agency
Marketing forAccounting & Tax FirmsWin Tax Season. Keep Clients Year-Round.
AI-powered marketing automation built specifically for accounting & tax firms. More leads, more revenue, less manual work — all delivered by AI, no account managers required.
Or see a live example of a accounting & tax firmssite we’d build for youSound Familiar?
Tax-season call volume explodes from Feb–Apr and your front desk cannot keep up
Small-business owners shopping for a bookkeeper call 4 firms — the first to respond usually wins
One-time tax clients never come back for quarterly bookkeeping or advisory because nobody follows up
IRS letter, audit, and back-tax callers are panicked and need answers, not voicemail
Big-box tax chains (H&R Block, TurboTax) rank above local firms for 'tax preparation [city]'
How We Fix It
Every solution below is automated, runs 24/7, and requires minimal involvement from you or your staff.
AI Voice Receptionist (Service-Tier-Aware)
Holland identifies service need — personal tax, small-business, payroll, bookkeeping, advisory, audit defense — captures entity type and revenue range, books the discovery call, and pre-collects organizer docs via secure portal before the meeting.
Local AI Search Optimization
Rank for 'CPA [city],' 'tax preparer [city],' 'small business accountant [city],' 'bookkeeper [city],' and AI-search queries like 'do I need a CPA or tax preparer.' Pull local high-intent searchers before they pick a chain.
AI Booking Agent + Web Chat AI agent
Visitors self-book on your website calendar in 30 seconds, or the Web Chat AI agent qualifies them and books them 24/7 -- same brain as our AI voice agent, not a dumb chatbot. Every booked appointment gets automatic SMS and email reminders 24 hours and 1 hour before, so no-show rates drop. Visitors self-reschedule via magic link without ever calling the front desk.
AI Search Optimization (Review-Powered)
Your existing Google reviews get indexed via AggregateRating schema and JSON-LD so AI engines like ChatGPT, Perplexity, and Google AI Overviews cite them when recommending businesses in your category. Weekly auto-fixes keep your meta descriptions, FAQ schema, and local-business schema current on your FDM-hosted site -- the same indexing work an SEO agency would charge $1,500/mo to do manually.
Smart Website (Credentials-Forward)
CPA license badges, PTIN, industry specialties (medical, real estate, construction, etc.), pricing transparency, secure-portal client login, and online appointment booking. Built to win the trust comparison against big-box chains.
Live Search Demand
Your Customers Are Searching for Accounting Right Now
These are the live monthly search volumes for what your potential customers are actually typing into Google for accounting & tax firms. Every one of these searches is an opportunity an FDM-built site captures — demand that today is going to whoever ranks above you.
Top consumer searches in your niche
331K searches/mo
Every search above is a potential customer. An FDM-built website is AI Search Optimized from day one to capture this demand — both on Google and on the AI engines (ChatGPT, Perplexity, Google AI Overviews) that increasingly answer these queries.
See If Your Site Captures This DemandSee What We’d Build for You
A Live Example of a Accounting & Tax Firms Site We’d Build in 5 Days
Click below to walk through a fully built example site for a accounting & tax firms. Real layout, real schema, real AI voice widget — exactly what we’d ship for your business.
Live Example · Cincinnati, OH
Bristol Accounting Partners
Click anywhere on the image to walk through the full live example. Returns here when you’re done.
Try Before You Buy
Hear how your new receptionist sounds for your accounting business.
Holland is trained for accounting & tax firms. Click below to talk to her live, or walk through a live example of the website we’d build for you.
Action 1
Hear Holland Live
Real conversation, in your browser, free. Holland is pre-trained for accounting & tax firms — she knows the lingo, the typical questions, and the booking flow.
Action 2
See the Website
Walk through a fully built example site for a accounting — exactly what we'd ship for your business in 5 days.
Want pricing detail? AI Workforce · Website tiers from $47/mo · Free 60-second audit
Frequently Asked Questions
Do you work with solo CPAs, regional firms, and multi-location practices?
All three. Solo practitioners, 5–50-person regional firms, and multi-state practices — we tune messaging, SEO content, and AI scripts to your actual service mix and client profile.
Can the AI handle sensitive tax questions?
Holland is configured with strict guardrails — she never gives tax advice, quotes dollar figures, or comments on specific returns. She captures the situation, books the consult with a licensed professional, and pre-collects the right docs so your CPA's time is spent on the hard parts.
How do you keep clients between tax seasons?
Quarterly nurture sequences, proactive advisory content, entity-type-specific newsletters, and review-request triggers at natural client touchpoints. Most firms lose clients to inertia — we give every client a reason to stay engaged year-round.