The firms that will win next year are the ones building their 2026 accounting marketing plan right now.

In this session, Christian Jones (CEO) and Noah Jenks (Sales Manager) from TaxProMarketer break down the five tactics for an effective accounting marketing plan. These are the systems our clients use to generate consistent leads, retain more clients, and stop depending on referrals alone.

Highlights

• "You can't get time back, and I need time to be effective. There's never ever a time in the year where I'm not telling a lead: Give me more time and it'll work better."

• "The firms that win next year are the ones building their systems right now."

• "If you're not on page one of Google, you're invisible."

• Average cost per lead from Google Ads: $50-$100 for accounting/bookkeeping, with 12% conversion rates from clicks to leads

• "Ranking for free on Google to be the top option on page one does take time. Ads at a minimum is like a stop gap for those that are kind of waiting until their organic ranking gets established."

• "Your website should not just be a digital business card—it needs to be a client-converting tool."

• Email marketing keeps you "front and center for 285 people on a weekly basis" (based on 500-person list with 57% open rates)

• "Marketing takes time to work, and you can't get time back."

• "Most firms wait until January to think about marketing. Then they wonder why leads dry up, clients disappear, and every tax season feels like starting from scratch."

• Google Ads budget recommendation: ~$1,000/month for well-developed campaigns that produce results

• "Ads is the fastest way to get new leads moving into 2026 or even before."

• Follow-up systems capture "opportunities most firms lose"

• "You need to be in control of your pipeline—not held hostage by referrals or seasonal swings."