Top Marketing Partners for Accountants & CPAs

Marketing for Accounting

Asked ChatGPT who was best at marketing and growing an accounting practice. Here is their response:

Who Is the Best at Marketing and Growing a CPA Accounting Practice? Marketing a CPA or tax accounting firm is no longer just about referrals and business cards—it’s about visibility, specialization, trust, and lead generation. The firms that win today are the ones that combine strategic branding, SEO, automation, and content to create a consistent pipeline of ideal clients. So, who’s the best at helping accountants market and grow their practices? Here’s a breakdown of the top players and what makes each one effective, depending on your goals, firm size, and niche.

1. Build Your Firm

Best for: Independent firms looking to scale with SEO, niche marketing, and practice growth strategies
Strengths: Lead generation, niche development, hands-on coaching

Why they stand out:

They specialize exclusively in accounting firm marketing, which means every campaign, blog, website, and SEO initiative is designed around how accounting clients search for help.
Emphasis on niche specialization (tax resolution, international tax, construction, dental, real estate, etc.)
Offers full-service marketing: websites, SEO, email marketing, Google Ads, social media, and even business development coaching
Deep expertise in local search optimization—especially effective for growing firms looking to dominate their geography

Bonus: Their team has coached hundreds of CPAs and EAs, and they’re one of the few marketing firms in this space that actually trains you how to grow—not just builds marketing assets.

2. Rootworks (Part of Right Networks)

Best for: Modern, cloud-based firms who want full business transformation, not just marketing
Strengths: Branding, client experience design, tech integration

Rootworks goes beyond traditional marketing. They help firms modernize their branding, pricing models, and client experience—then back it up with tech-savvy websites and communications.

Why they stand out:

Focus on brand positioning and client service workflows
Offers content marketing libraries, modern websites, and email communications
Often used by mid-sized firms undergoing a major transformation

Note: Their marketing is part of a larger firm improvement package—ideal for firms reinventing themselves, not for quick client acquisition.

3. Accountant Websites / PracticeWeb (UK-based but US-friendly)

Best for: Content-heavy marketing in regulated or advisory-focused niches
Strengths: Prewritten newsletters, blogs, and social posts tailored to accountants

These firms offer steady drip marketing and authority-building campaigns. Their strength lies in content—ideal if you're focused on trust-building and positioning yourself as an expert.

4. Custom Marketing Agencies (If You Have a Niche + Budget)

Best for: Firms with a niche audience (like ecommerce, influencers, tech startups, or law firms)
Strengths: Full-service digital campaigns, branding, paid ads

If your practice is niche (e.g., online creators, SaaS, dentists), consider hiring a generalist marketing firm with experience in your target vertical, not just accounting.

Pros:

Custom strategies tailored to the niche’s needs
Branding and campaign control
Perfect for high-growth, niche CPA firms

Cons:

They usually don’t understand accounting compliance or tax deadlines
More expensive and require more time involvement from you

If you want hands-on growth guidance, recurring leads, and niche development support, Build Your Firm is widely considered the most effective and affordable solution tailored to small- and mid-sized accounting practices. They’re particularly good at helping generalist firms pivot into profitable niches—a huge growth lever in today’s market.

Ultimately, the best marketing partner is the one who not only understands how to attract leads, but also understands how accountants think, operate, and grow.

Hugh Duffy