A gray-haired man in an olive cardigan pointing to a printed bar chart on a round wooden table while a woman in a beige blouse listens, with a closed laptop, a glass of water, and a small succulent in a sunlit room

A woman in a rust cardigan with a tote bag and keys switching on the lights of a small office at dusk, with empty waiting room chairs by the window, a front desk, and a coffee maker

A tired accountant in a cream shirt pinching the bridge of her nose at a desk with a yellow legal pad, file folders, an orange mug, and a brass lamp, with a video meeting on her monitors and a framed CPA license on the wall

Marketing for Accountants and CPA Firms That Brings In Better ClientsLocal SEO, a strong Google profile, and AI search visibility put your firm in front of business owners and families looking for a CPA near them.

Velora Media is a marketing agency for accountants and CPA firms, based in Manhattan, New York. It builds local SEO, AI search visibility, missed-call text-back, an AI receptionist for tax season, consultation follow-up, and review requests for accounting, tax, and bookkeeping firms across the United States, so more inquiries become clients.

See the plans

Quick answers for accountants and CPA firms

Quick answers · for accountants and CPA firms

Marketing for accountants: the short answers.

How do I get more accounting clients?

Make your firm easy to find and quick to reach. A complete Google Business Profile, recent reviews, and a site that answers common questions bring in inquiries, and each one needs a reply the same day. Velora Media sets up local SEO, missed-call text-back, and follow-up for accounting and CPA firms.

How do I get more tax clients before tax season?

Start in the fall, not in March. Reach out to last year's clients with a reminder and a booking link, update your Google profile for tax season, and make sure every call gets a reply. Velora's Database Reactivation campaign handles the outreach for $750 to $1,500, and missed-call text-back covers the phones.

How much does marketing for an accounting firm cost?

At Velora, Missed-Call Text-Back is $99 a month plus a $350 setup, Local SEO Setup costs $500 to $1,200, and the AI Search Visibility Package costs $800 to $2,500. Most firms start with one or two of those, and your exact plan is set on a free consultation.

How do I stop missing client calls during tax season?

Let the phone answer when you cannot. Missed-call text-back sends a branded text within seconds with a link to book, and follows up if the caller goes quiet. An AI receptionist can also answer, collect the details, and book a consultation. Velora sets up both, so busy season does not cost you new clients.

The leak · where clients slip away

Why good accounting firms lose clients they should keep.

Calls that hit voicemail in March

You are deep in returns, the phone rings, and a new client who gets voicemail calls the next firm.

Busy season

Clients you only hear from once a year

Tax-only clients file and vanish, and nobody offers them bookkeeping, planning, or next year's slot.

After April

Growth that depends on word of mouth

Referrals are great until they slow down, and there is no steady source behind them.

Referrals

Missing from CPA near me and AI answers

People compare firms on Google and ask ChatGPT for an accountant, and a thin profile loses to firms with recent reviews.

The system · answer, follow up, get found, grow

Accounting firm marketing that works through tax season.

Text-back & AI receptionist

Every call and inquiry answered or texted back in seconds, and consultations booked, even in busy season.

Answer

Consultation follow-up

Email and text follow-up that keeps going until the prospect signs or says no.

Follow up

Google, local SEO & AI search

A strong Google profile, local SEO, and AI search visibility so clients find your firm first.

Get found

Reviews & year-round clients

A review request after every engagement, and campaigns that bring last year's clients back early.

Grow

Who it's for · CPA firms to bookkeepers

Marketing for every kind of accounting practice.

CPA and accounting firms

Tax, audit, and advisory practices that want more of the clients they choose.

CPA firms

Tax preparers and enrolled agents

Every tax season call answered and last year's clients rebooked early.

Tax prep

Bookkeepers and payroll services

Monthly clients found on Google and kept with steady follow-up.

Bookkeeping

Advisory and fractional CFO firms

Business owners who need planning, found and followed up until they book.

Advisory

The numbers · starting prices

Marketing for accountants, in plain numbers.

Missed-call text-back

$99

Per month, plus $350 setup

Local SEO Setup

$500

Starting price, one-time

AI Search Visibility

$800

Starting price, one-time

Go-live

Days

For a single system

How it works · live in days, not months

How your client system gets built.

Audit

We look at how inquiries reach your firm, how many calls go unanswered in busy season, how you follow up after a first conversation, and what Google and AI search say about you.

Step 1

Build

Missed-call text-back, the AI receptionist, consultation follow-up, and review requests are set up in the right order, around the practice and scheduling tools you already use.

Step 2

Launch

Calls start getting answered or texted back at any hour, your Google profile is cleaned up, and the first review requests and client campaigns go out.

Step 3

Tune

We watch inquiries, booked consultations, and reviews each month and adjust what brings in the clients you want, before tax season and after it.

Step 4

More questions · the ones accountants ask

Accounting firm marketing ideas and answers: FAQ.

Claim and complete your Google Business Profile with your services, hours, and the right categories, then keep earning recent reviews and replying to them. Velora's Local SEO Setup handles the profile, local listings, and on-page SEO for $500 to $1,200, so your firm appears when someone nearby searches for a CPA or accountant.

AI tools tend to name firms whose details match across the web and whose pages answer questions directly. Velora's AI Search Visibility Package cleans up your business listings, adds structured data and an llms.txt file, builds answer-first pages, and sets a citation baseline you can track. It costs $800 to $2,500.

Stay in touch after April. Tax-only clients may also need bookkeeping, payroll, quarterly estimates, or planning help, but they only hear from you once a year. Velora's Foundation Systems sets up email sequences that keep your firm in touch and invite clients to book a planning call, for $1,000 to $2,500.

Ask every client when their return is filed or their engagement wraps up, with a text that links straight to your Google review page. Velora automates that request and replies to reviews through Google Business Profile Management. You approve the wording first, so it fits your state board's advertising rules.

No. Online, CPA marketing usually means cost per action, a kind of affiliate advertising where marketers are paid for each signup or sale. Marketing for CPA firms means helping accountants win clients through Google, reviews, follow-up, and referrals. Velora Media does the second: it builds client marketing systems for accounting and CPA firms.

Follow up more than once, by email and text, over a few weeks. Business owners often compare two or three firms before choosing, and the one that stays in touch usually gets the engagement. Velora's Foundation Systems sets up automated follow-up sequences in your CRM, for $1,000 to $2,500.

No. Velora's systems handle the marketing side: calls, inquiries, booking, follow-up, and reviews. They are not built to collect tax returns, Social Security numbers, or bank details, so those stay in your secure client portal and practice software. The AI receptionist is set up to collect only contact details and the reason for the call.

Yes. Velora Media is based in Manhattan and works with accounting firms, tax preparers, and bookkeepers across the United States. Google profiles, AI search work, call answering, and follow-up all run online, so the work does not depend on where your office is, and the free consultation is booked online.

You do. Your Google profile, ad accounts, website, client contact list, and reviews all stay in your firm's name. Ongoing support is there if you want it, but the system runs fine without us watching it. If you ever move on, everything you paid for stays with your business.

See every question on the FAQ page

Start with a free consultation.

Tell us about your firm, how new inquiries reach you today, and where clients slip away. We will map the system that keeps your calendar full before tax season and after it.

Mon-Fri 9am-9pm ET · Sat-Sun 9am-5pm ET · No cost, no obligation
Hello@veloramedia.cloud