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.
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.
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.
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.
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.