Ads for CPA firms, tax offices and bookkeepers
Ad spend,
counted in signed clients
AccrueNest runs Google ads for accounting firms, along with Facebook and Instagram ads, for US firms of 1 to 10 people. Campaigns run from ad accounts held by your firm, and each phone call, web form and booked meeting arrives tagged with its campaign.
- Judged by cost per new client
- Your accounts, your ad spend
Live in 14 daysMonth to month, no setup fee
- Judged by what each new client costs
- An ad rep on every plan
- Shown near each of your offices
- Ads live before day 14
Four hundred clicks, one signed client
Since January a tax office has paid for 400 clicks. Some people wanted a free refund calculator, some wanted a job, and tracking shows which ad brought the bakery owner who signed in February.
Search ads for each service
Individual returns, business returns, monthly bookkeeping and IRS letters each get their own keywords, ads and landing page.
Ad creative
Ad text written by us, images made from pictures of your firm's real office. A fee shown in an ad is the fee your firm publishes, and it holds for at least 30 days after the ad stops.
Retargeting your site's visitors
Visitors to your public pages see your ads again on Facebook and Google. Return clients join an audience only with their consent.
Seasonal campaigns
Tax season ads from January, extension season ads before October 15 and year-end planning ads in the fall, on your firm's dates.
Click charges go from Google and Meta straight to your firm
Through accounts your firm opened and owns. The flat fee already covers our time creating and managing every campaign.
Who runs your firm's ads
Campaigns come from your ad rep, who checks bids and keywords weekly. Imogen, your account manager, takes you through each month's report on a call: spend, meetings and signed clients.
Imogen Pritchard
Account manager
Your ad rep
Runs Google and Meta
Our ad writers
Ad text and landing pages
How campaigns work
Each click followed to a booked meeting or a no
Search ads, Facebook and Instagram ads, the pages they open and the text that answers a form. Each part is built so the monthly report can show where each new client started.
Search ads
Someone nearby types the service your firm sells
A search ad shows when someone near your office types the service you sell: a small business return, monthly bookkeeping, help with an IRS letter. Each service bids on its own keywords, and words like free, jobs and software are blocked so nobody browsing for them costs you a click.
- Someone typing accountant near me sees your ad within a short drive of each office you list
- Late filers, new LLC owners and people holding an IRS notice each get their own ad group
- Clicks from DIY filers are kept out by negative keywords chosen before launch
Tracking
Calls from ads ring through already labeled with their campaign
Calls from each campaign come in on a number reserved for it, and visitors from a search see a site number that carries the keyword they typed. Google and Meta are told each time someone books a consultation, and each time a new client who consented signs on, so the ads learn which searches turn into work.
- A call from the bookkeeping ad rings your front desk and opens a card already marked with that campaign
- The visitor who searched for an IRS notice reply sees a number that carries those words to the call when they ring
- Forms and booked meetings keep the ad's name on the card
- Google and Meta receive the click and its time, never names, services or return details, and a signing only where that client consented
Pages
A landing page for each ad, with the call button on top
Tap the bookkeeping ad and you land on a page about monthly bookkeeping alone. It carries a call button, a short form and a booking link. We build one for each ad group: tax prep, bookkeeping, IRS letters and the rest.
- The page repeats the ad's promise and your fee where your firm publishes one
- The form asks the filing status and entity type questions your preparers would ask first on the phone
- A booking link offers your open intro call times for the office the ad named that week
- Each page is made to read on a phone, then a laptop
Facebook & Instagram
Business owners nearby see your firm in their feed
On Facebook and Instagram, your firm's ads appear to business owners and families around your office as they scroll, paid to Meta from your own account. A Facebook form fills in without leaving the app, and the answers arrive on your board as a new inquiry with the ad named.
- Meta ads run from your firm's own business account and charge your card, not ours
- People who read your bookkeeping page see your ad again in their feed a few days later
- A form sent from Instagram opens a new card on the board instantly
- Your ad rep moves budget toward the ads whose inquiries sign, every week
Creative
Real photos, your words, your published fees
We write the ad text and make the images from pictures of your firm's real office and staff, never stock smiles. Every ad follows the advertising rules your firm works under, for the titles it uses and the fees it quotes.
- A fee in an ad is your published fee, never a teaser price that changes at the desk
- Ads for help with IRS letters say what your firm does, never what the IRS will decide
- Pictures of the real front desk fill the image ads
- A new ad for each season replaces the one before, so the spring offer is gone by fall
Follow-up
Answered while their phone is still in hand
Late on a Sunday, a bakery owner sends the form from your Facebook ad. Seconds later your firm texts back with thanks, open intro call times and when to expect a call. The reply goes only to people who gave their number and agreed to texts.
- Inquiries from an ad's form, chat or call hear back by text and email in seconds
- The reply offers intro call times from your firm's own calendar
- Staff get a phone alert and the card shows which ad brought them in
- The follow-up texts stop at the first not interested or STOP from that person
- Their replies come into the shared inbox the front desk already watches
- Prospects who never booked get a spaced reminder, with consent, a few weeks later
Your first campaign
Set up once, then adjusted every week
You give us your services, your published fees and your season dates. We set up the ad accounts under your firm's ownership, then build the rest.
Day one
Accounts
We hook up the ad accounts your firm already has with Google and Meta, or open fresh ones under its name. Every click is charged to your card.
Opened in your name
First week
Your services
You tell us which work you'd like more of, the fees you publish, each office and the miles around it, and the months you are full. We plan the ad groups from that list.
What you sell
Second week
Pages
Landing pages, tracking numbers, the reply text and the conversion events Google and Meta receive, each tried with a real call and a test form.
Built and checked by us
Launch day
Live
The first search and Facebook ads start, and whatever they bring in, calls, forms or bookings, reaches your board with the ad named. Your ad rep watches the first days closely and trims searches that waste money.
Inside the 14 days
Every month
Report
Each month's report shows spend, meetings booked and new clients by campaign, with the cost of each new client. The next month's money follows whichever campaigns produced signed letters.
On a call with Imogen
Searches worth paying a click for
Ad groups built from real searches
file unfiled tax returns for three years
Late filers
Several years behind, ready to file.
small business accountant near me now
Small business
Business returns and monthly books, together.
monthly bookkeeping service pricing
Bookkeeping
Owners tired of their own books.
file tax extension help
Extensions
Callers who need more time.
got an IRS letter what now
IRS letters
Notices, answered by your own staff.
online tax preparer for gig workers
Remote
Clients who send everything from a phone.
retiree tax help nearby
Retirees
Pensions, Social Security and required withdrawals.
outsourced payroll for small business owners
Payroll setup
Owners hiring their first staff.
free tax filing software download
Kept out
Blocked, so nobody pays the click.
Show us what ads cost you last April
We sort that spend by service and show what tracking would have told you about every dollar, keyword by keyword. Month to month, no setup fee, live in 14 days.
Ads, in their own words
Cornelius B.Owner of a CPA firm 14business clients from searchThe agency we had before sent me click counts. Now I see what each new business client cost me, campaign by campaign, every month.
Ezequiel M.Enrolled agent, tax office 38 callsfrom extension adsThe extension ads ran from August through October 15. I could see which searches each caller typed, and the ones that booked came from two of them.
Annika L.Owner of a bookkeeping firm 9monthly clients from Facebook adsOur Facebook ads reach business owners within 20 miles, and every form shows up on our board labeled by ad.
Marguerite D.Office manager, CPA firm 100%of new clients carry a sourceFor years I asked each new client where they found us and wrote it on a sticky note. Now the ad's name is on the card, and Imogen covers it on our monthly call.
Prakash S.Tax preparer, tax office 26business returns from adsThe business return page asks the entity type before anything else, so the ad calls that reach me are real business returns.
Thuy N.Client services lead, tax office Same nightreplies to evening formsFacebook forms come in at 10 at night and the reply text is already out by the time I see them. I phone them back at 8:30.
Ad questions
Ad questions owners ask first
Search a word, for example budget or retargeting.
10 questions
What should a firm budget for ads?
Whatever your firm sets. Every dollar of ad spend leaves your firm's card for Google or Meta and none of it touches ours. Your rep proposes a first budget for each service and season, then moves money toward the campaigns whose new clients cost the least.
When do ads start bringing in calls?
Calls and forms can come in during the first week the ads run, and the ads start inside the 14 days. We promise no number, since signing depends on your fees, your season and how quickly your staff call back. Each monthly report lists the inquiries and the spend behind them.
Can ads promote one service, like a bookkeeping package, late returns or help with an IRS letter?
Yes. A bookkeeping package, late returns or help with an IRS letter can each run as a separate campaign with its own keywords and landing page. The ad says what your firm does, never an outcome with the IRS.
How do you measure whether the ads are working?
By cost per new client: what your firm paid Google and Meta, divided by the people who signed an engagement letter, per campaign and source. Calls, forms and booked meetings are counted along the way.
Are the ad accounts ours or AccrueNest's?
Your firm's. We set them up under your firm, or connect the ones you already have, and your card pays Google and Meta. Email us before the next charge and service ends once the month you paid is used up. Ad accounts remain yours, and a spreadsheet of all your contacts comes to you.
Are paid ads right for every firm?
No. A firm with a waiting list in February may want only extension and year-end planning campaigns, and a firm built on referrals may want search ads for one service. Your ad rep says which campaigns make sense before any budget is spent.
How much does AccrueNest cost?
Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person.
Do you charge us a fee for each new client?
No. One flat fee each month. We never charge by the call, the inquiry, the client or the return, and we take no cut of what you bill. So your firm pays no referral fee for a client, the kind it would have to disclose.
Do the ads use our clients' information?
Only with consent. Return clients join an ad audience only with each client's consent, and your organizer and portal pages carry no ad tracking. Newsletters and reminders go only to people your firm chooses, and a list that sells more than return preparation follows your firm's own consent rules for tax return information.
Can our ads say we're a CPA firm?
Only where your firm holds the CPA license in that state. An enrolled agent's ads say enrolled to represent taxpayers before the IRS, never certified, and no ad hints at a tie to the IRS.
Often searched here
Ask about your campaigns
Email sales@accruenest.com with last month's ad bill, and Imogen will tell you what we would change first.
Imogen PritchardAccount manager
Request a demo