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Marketing for accounting firms that brings in the clients you want to keep

Tax time fills the inbox with “how much for a return?” — while the business client you’d keep for ten years looks you up and moves on. Stop answering the rush by hand. Get a website that says who you’re best for, and an assistant that answers the common questions and puts the clients you want at the top of the pile. Month to month, and you can walk away any time.

An accounting office at dusk, a desk lit by a lamp with stacks of paper, a receipts folder, a calculator and a laptop showing a spreadsheet, the Brisbane skyline through the window.

The problem

Where the work goes now

01

“How much for a tax return?” — from everyone

Price is the first question, and from someone shopping for the cheapest one-off return it is the only one. Answering it a phone call at a time, in the busiest months of the year, is time your team does not have.

02

The rush, all at once

Enquiries bunch up at tax time, exactly when everyone is busiest. The ones that wait a few days for a reply often go elsewhere — and the quiet months have no enquiries to answer.

03

A website like every other firm’s

Tax, BAS, bookkeeping, advisory — every firm lists the same services in the same words. The business owner who would be a client for a decade cannot tell from the site whether you are the right firm for them.

04

The same questions, every week

What do I need to bring. Do you work with my software. Can you take over from my old accountant. Do you do my kind of business. Good questions, answered by someone who should be doing client work.

The fix

What we build for you

A website that says who you are best forA page for each service and each kind of client you want more of — trades, medical practices, property investors, whoever it is — written in plain words, with your real team and nothing you cannot back up.Found by the clients you wantBusiness owners search for an accountant who knows their kind of business, in their area. A page for each is how you become the answer to those searches rather than one firm in a long list.Showing up when people ask ChatGPTMore business owners now ask ChatGPT or Google’s AI to recommend an accountant for their kind of business. We write your pages so those answers can find you and mention you.An assistant that answers the rushWhat to bring, which software you work with, how changing accountants works, whether you take their kind of business — she answers from your own words, takes the details of the ones you want, and never gives tax advice.Email enquiries answered in minutesAt tax time the inbox wins. We can have every email and website enquiry answered in your name within minutes. It asks for anything the enquiry left out, and passes anything that commits you to you.An assistant for your own teamHow the firm does things — procedures, checklists, the answer someone gave last year — available to staff in a sentence, with the source beside it, so the senior people stop being the help desk.
01

The right clients, sorted from the rush

Most of the first conversation is the same: individual or business, what structure, what they need, which software, who did it before. Collected first — by a form or by the assistant as they talk — the enquiry reaches you sorted, and the clients you want go to the top of the pile.

  • Individual or business, and what kind of business
  • What they need now, and what they might need ongoing
  • Their software, and who looked after them before
  • You decide who you take on — she never commits to anything
02

What she will never say

People act on what your website and your assistant tell them, and some of what they ask is tax advice. So the rules that matter are enforced in code, not left to the model.

  • Never tells anyone what they can claim, what they will get back or what they owe
  • Never asks for a tax file number or bank details, and tells anyone who offers one not to send it in a chat
  • Never describes the firm or anyone in it with a title or registration that is not theirs
  • Never names a fee you haven’t approved
03

The nearest work we have done

We haven’t built for an accounting firm yet, and we’d rather tell you here than have you find out on a call. The closest is AHO Renovations, a renovation builder in Brisbane — a different business, with the same problem: the clients worth having arriving mixed in with everyone else. His contact form was broken, his website looked like everyone else’s, and the enquiries that did get through had no detail to sort them by. We rebuilt his website with a new look, a planner that collects the details before anyone rings back, and an assistant that has the first conversation for him. It went live on 5 September 2026.

  • Seven enquiries in just over five weeks, and he tells us he’s busier than he’s been
  • Every one of the first five arrived with a phone number, a suburb and the stage of the project
  • He says customers now arrive “more sure” of what they want
  • The jobs he’d only have said no to get turned away by the assistant before they reach his phone
04

Everything goes out under your registration

What your website says about your firm is yours to stand behind. Titles and registrations are shown only where they are true. Reviews are your real ones, word for word. Nothing on the site tells anyone what they should do about their own tax — that is advice, given by you, to a client.

05

We don’t hand it over and disappear

A new service, a new partner, a new kind of client you want more of — each is a page worth having. Send us the details and it normally goes up by the next business day. Every month we look at what came in, what people asked and what they searched for, and make the site better — including before tax time, not during it.

Want this working for your business?

Tell us the work you want more of. If a new website is not what is holding you back, we will say so.

Start a conversationPlan your website — 3 minutes

Not sure where you stand? Take the 2-minute website check

Questions

Questions accountants ask us

Have you worked with accounting firms before?

Not yet. Our work so far is with a renovation builder, at AHO Renovations. The part closest to yours is the planner that collects the details before anyone rings back — but we won’t pretend to a track record in your profession that we don’t have.

Will the assistant give tax advice?

No. She never tells anyone what they can claim, what they will get back or what they owe — that is advice, and it is yours. She answers questions about the firm and how you work, and passes anything about their own situation to you.

What if someone sends their tax file number?

She never asks for one, and if someone offers it she tells them not to send it in a chat and that you will collect it properly. Bank details are treated the same way.

Do you sell leads?

No. We build the thing that brings in your own — the website, the pages that get you found, and the assistant that sorts what comes in. An enquiry from your website goes to you and nobody else.

Am I locked in?

No. After the build it’s month to month, and either of us can end it with 30 days’ notice.

Do you run Google Ads for accountants?

Yes — once your website is worth sending people to. We run the ads in your own Google Ads account, and you pay Google directly. We can show you which ads turned into clients, not just clicks.

I already have a website. Do I have to start again?

Usually, yes — the pages, the enquiry form and the assistant are built to work together. We bring across whatever is worth keeping, like your reviews and photos. If you’d rather keep your site as it is, we can still have enquiries answered for you without touching it.

Worth reading on this

Go deeper

Strategy

How accounting firms get more of the business clients they want

Tax time fills the inbox with "how much for a return?", while the business owner who would be a client for a decade looks you up and moves on. Here is where good business clients come from, why most firm websites cannot be told apart, and how to answer the rush without giving tax advice.

Read it

Automation

What is AI lead qualification?

Software doing the first pass on your enquiries — working out which ones are genuine, chasing the details they arrived without, and passing on what is worth your time. Three quite different surfaces share the name, and the useful versions use more than one.

Read it

Pricing

How much does a website cost in Australia?

Real ranges, how we price ours, and the four things that actually move the number. Most quotes differ because they are for different jobs, not because someone is overcharging.

Read it

Other industries

Built for these trades too

Want the next enquiry to be one worth your time?

Tell us the work you want more of and where you want it. If a new website is not what is holding you back, we will say so.

Start a conversation Plan your website — 3 minutes

Not sure where you stand? Take the 2-minute website check