Field Notes
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Practical notes on visibility, trust, automation, and better client conversations for modern accounting firms.
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What Your Website Owes a Referred Prospect
Even referred prospects check your website before they call. Here are the four questions your CPA firm's site needs to answer.
How to Market a CPA Firm Without Sounding Like Every Other Firm
A credible CPA marketing plan is not louder messaging. It is a focused 90-day sequence that makes the right client, problem, proof, and next step unmistakable.
Accounting Firm Lead Capture: Turn Interest Into Better Consultations
Better lead capture is not about collecting more form fills. It is about giving a right-fit prospect enough clarity to start a useful conversation—and making sure the firm follows through.
SEO for Accounting Firms
Most SEO advice for accountants is generic advice with the word swapped in. This is what SEO looks like when the business is an accounting practice with limited capacity, a seasonal calendar, and a high-trust sale.
How to Start an Accounting Firm: The Marketing Side
The marketing side of starting an accounting firm is not a logo and a social profile. It is a deliberate answer to who you help, why they should trust you, and how your first clients find you.
CPA Advertising: What Works and What Wastes Money
CPA advertising works when it amplifies a clear offer and a dependable response system. It wastes money when ads are asked to solve a positioning or follow-up problem.
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