September is a critical month for CPAs. The personal tax return deadline has just passed, and the corporate deadline is only a month away. In the middle of deadlines and extensions, it’s easy to push marketing to the back burner. But this window—before year-end planning begins—is actually the perfect time to organize your CPA firm’s marketing strategy for the year ahead.
Make the Most of Your Current Clients
One of the fastest ways to grow your firm is by maximizing the clients you already have. Referrals are still the number one driver of growth for CPA firms. By building stronger client relationships and providing value-added services, you can encourage referrals naturally while also uncovering additional service opportunities.
Set Up a Value-Added Service Practice
Marketing for CPA firms isn’t just about flashy ads or generic content. It’s about positioning your firm as a trusted advisor. I help CPAs create a value-added practice by identifying opportunities to expand services—whether that’s outsourced CFO, advisory, or industry-specific expertise. This doesn’t just improve your revenue per client; it also strengthens loyalty and makes referrals more likely.
Marketing Consulting Tailored for CPAs
Unlike general marketing consulting companies, I focus specifically on professional services firms. That means I understand compliance constraints, seasonality, and the role trust plays in your client relationships. My approach includes:
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Relationship building programs that help partners and staff generate more referrals.
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Outsourced marketing solutions that save you time while still keeping your brand consistent.
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Business development coaching so your team feels confident talking about services and value.
Get Organized Now, See Growth Next Year
By starting in September, your firm can use the quieter months after deadlines to get systems in place. That might mean:
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Cleaning up your contact database.
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Launching a newsletter to keep in touch with referral sources.
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Setting up a simple CRM to track business development.
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Planning your content calendar around tax season and advisory needs.
This way, when January arrives, your firm won’t just be scrambling to serve clients—you’ll also have a pipeline ready to grow.
Let’s Build Your Growth Plan
If you’ve been searching for “CPA firm marketing,” “marketing consulting for accountants,” or even “outsourced marketing department,” this is the time to take action. I specialize in helping CPA firms like yours simplify marketing, strengthen client relationships, and grow through referrals.
I’d love to help you get organized now so you can see measurable results in the year ahead.