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For Bookkeepers Looking to Scale

For Bookkeepers Looking to Scale Their Business

The All-In-One Marketing Strategy For Growing Bookkeeping Firms

Stop guessing which marketing ideas work. Get a proven Marketing System that handles SEO, Social Media, Ad Campaigns and conversion-focused Websites automatically - so you can focus on the books.

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

60-Day FREE Trial • Verified Google Partners • Over 300% Average ROI*

*Reported ROI based on client case studies

You’re An Expert at Bookkeeping. You Shouldn’t Have to Be An Expert at Marketing Too.

Most independent firm owners face the same three hurdles that stop them from finding new clients. Do any of these sound familiar?

The DIY Burnout icon — wasting billable time in trying to do everything

❌ The "DIY" Burnout

Wasting 10+ billable hours/week trying to write blogs and figure out SEO yourself.

Random acts of marketing icon — trying different marketing acts but no result

❌ Random Acts of Marketing

Trying a Facebook post here, an email there, but having no cohesive plan or results.

The Invisible Firm icon — low search visibility

❌ The "Invisible" Firm

Losing high-value clients to competitors who simply look more professional online.

You don’t need to work harder - you just need a system that brings the business to you.

Trusted by 10,000+ Accounting Firms

Our Client - Greenfield Tax Strategies
Our Client - Mark B Lackie PC CPA
Our Client - Silver Bridge CPAs
Our Client - LM Bookkeeping
Our client - M3 Bookkeeping Solutions
Our Client - A M Peisch CPAs and Advisor

How The "Inbound Marketing System" Works

Icon - Website

THE FOUNDATION (We Build Authority)

1

We launch your high-performance Website pre-loaded with expert bookkeeping content and tools. We establish your firm as the professional leader from the very first click.

2

Icon - SEO

THE SPOTLIGHT (We Boost Visibility)

Icon - Social Media Management

We scale your SEO and presence on Social Media to ensure you dominate local search results. Our clients rank on top on Google for 11,624 search terms.

3

THE ENGINE (We Deliver Leads)

Icon - Google Ads

We deploy targeted Ad Campaigns that drive a steady stream of high-value prospects straight to your inbox. We handle the technical heavy lifting so you can focus on signing new clients.

Book A FREE Demo

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

The 'Big Firm' Digital Infrastructure.

One size doesn’t fit all. That’s why we’ve created four different packages so you can access must-have strategies for less and work to achieve your firm’s goals.

You get the same technology used by top accounting firms, simplified and automated for independent bookkeepers.

Icon - Get Started

GET STARTED

- Platinum Level Website

  • Personalized Premium Website
  • Detailed Website Traffic Statistics
  • WordPress Blog Setup
  • Experienced Webmasters
  • Remote Assistance
  • Free Domain Name Registration
  • 50 GB Secure Firm Portal Storage
  • Secure Client Email

- Premium Social Media Management


- Starter Search Engine Optimization

  • Review & Reputation Managament
  • SEO Optimization on firms specific needs
  • Google Business Profile & Facebook Optimization
  • SSL Certification
  • Call Tracking
  • Up to 10 Directory Listings
Icon - Competitive Edge

COMPETITIVE EDGE

- Platinum Level Website

  • Personalized Premium Website
  • Detailed Website Traffic Statistics
  • WordPress Blog Setup
  • Monthly Client Newsletter
  • Experienced Webmasters
  • Remote Assistance
  • Free Domain Name Registration
  • 50 GB Secure Firm Portal Storage
  • Secure Client Email

- Premium Social Media Management


- Essential Search Engine Optimization

Everything in Starter SEO, Plus:

  • Up to 50 Local Business Listings
  • Baseline Research
  • Up to 2 monthly backlinks
  • Up to 2 Custom SEO Content
  • On-site Optimization
  • Monthly Reporting
  • Campaign Maintenance
  • ROI Dashboard with Keyword Results
Icon - Market Leader

MARKET LEADER

- Diamond Level Website

Everything in a Platinum Website Plus:

  • Elite Custom Design
  • Unlimited Secure Firm Portal Storage


- Premium Social Media Management


- PRO Search Engine Optimization

Everything in Essential SEO Plus:

  • Up to 75 Local Business Listings
  • Up to 4 monthly backlinks
  • Up to 3 Custom SEO Content
  • Blog Setup & Posting
  • Baseline Audit & Annual NAP Audit
  • Annual 360 Degree Audit
Icon - Market Owner

MARKET OWNER

- Diamond Level Website 

Everything in a Platinum Website Plus:

  • Elite Custom Design
  • Unlimited Secure Firm Portal Storage

- Elite Social Media Management


- Enterprise Search Engine Optimization

Everything in Pro SEO Plus:

  • Up to 100 Local Business Listings
  • Up to 6 monthly backlinks
  • Up to 6 Custom SEO Content
  • Quarterly 360 Degree Audit

- Pay-Per-Click Ads


  • Tailored Ads and Landing Pages
  • Custom Landing Pages
  • Monthly Optimization & Tracking
  • * With a minimum ad-spend of $400+/MO.

What Our Clients Have to Say About Us

Tedd M Vitale | Vitale & Company, LLC

John Beck, President | KCH Business Solutions, LLC

Leigh Padron | M3 Bookkeeping LLC

My business has increased over 40% since I changed over my web site and I attribute the bulk of that to CPA Site Solutions!

The professionalism and caring spirit of your Team Red has made me a loyal customer. I have received great feedback regarding my website and newsletters. Great job!

Our call was meaningful and Michelle's ideas were very well thought-out based on our clients and Firm... She makes me feel like I am her only client. Her attention to me was unmovable and I appreciate that from her very much.

Frequently Asked Questions

Q. I have no marketing ideas. Does this system handle social media for me?

A. Yes. We act as your social media manager. We automatically post relevant financial news, tax tips, and firm updates to your Facebook, LinkedIn, and Twitter accounts 3-4 times a week. This keeps your firm top-of-mind without you writing a single word.

Q. How do I market my bookkeeping services to retain existing clients?

A. Retention is just as important as growth. We automate this using Client Newsletters. Your subscription includes a monthly email newsletter sent to your clients, featuring articles from our library of 3,000+ pre-written financial guides. This positions you as an expert and encourages referrals.

Q. Is the Client Portal secure enough for exchanging tax documents?

A. Absolutely. Files are stored in the Secure Firm Portal, so you know that your data is protected by 11 layers of security, including 256-bit SSL encryption.

Q. Do I have to sign a long-term contract to try this?

A. No. We believe your results should keep you with us, not a contract. Our marketing bundles are pay-as-you-go (month-to-month), and you can cancel at any time with no penalties.

Q. Can I try the marketing system before I pay?

A. Yes. We offer a Risk-Free Evaluation. We will build your website and let you test the marketing features to ensure they meet your needs. If you are not satisfied, there is no obligation to continue.

Ready to Position Your Firm As The Industry Leader In Your Area?

Book A FREE Demo

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

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