Free Client Acquisition Plan for Accounting Firms, Boostworks
Marketing Built for Accounting & Tax Firms

More retainer clients. Fewer price-shoppers. The right marketing, in the right order.

We capture business owners and individuals who are already searching for an accountant on Google, the highest-intent leads on the planet. Once your calendar is filling with discovery calls, we layer in content to attract higher-ticket retainer clients year-round.

Currently taking 2 new accounting firm clients this quarter
Real Client · 2026 Tax Season

$2,200 invested. $7,520 in verified revenue. Plus $4,200/yr recurring.

15
New Clients
3.4×
ROAS
$31.98
Per Call
Real campaign for Holseth Financial. See the full breakdown ↓
$100K+
in high-intent ad
spend managed
$1M+
in lead value generated
for clients
$2.4M/yr
business built by
founder at 27
verify at paotexas.com ↗
3.4×
ROAS on tax-season campaign
(real client, 2026)
The Boostworks Growth Roadmap

Capture demand first. Build authority second.

Most accounting marketing fails because firms invest in content and brand awareness without capturing the people already searching for help. We flip the order, book the high-intent leads first, then build the long-term authority that brings them in year-round.

Phase 1 · Start Here

Google Ads

Show up the moment a business owner searches for "CPA near me," "small business bookkeeper," or "tax help." Capture demand that already exists.

  • Highest-intent traffic available, they're searching now
  • Fastest path to a booked discovery call
  • Easiest channel to track every dollar back to revenue
  • Real campaigns producing 3–4× ROAS in tax season
Phase 2 · Scale Up

Content & Social

Once Google is humming, layer in Meta Ads, email nurture, and social content to build authority and stay top-of-mind year-round.

  • Reach business owners before they realize they need help
  • Position your firm as the local authority
  • Sell advisory, payroll, and CFO-tier services to existing clients
  • Compounds your Google performance, branded searches climb

Recommended for most accounting firms. Already running Google? Skip ahead to Phase 2 →

Starter
For sole practitioners & 1–2 person firms building credibility and momentum.
$400 /mo
Recommended ad spend: $1,000+/mo
  • High-intent Google Search campaign (Tax + Bookkeeping)
  • Smart keyword targeting + negative keyword filtering
  • Conversion-focused campaign structure
  • Call tracking + basic conversion tracking setup
  • Weekly optimization
  • Monthly ROI performance report
Schedule a Strategy Call
Performance
For 7+ partner firms focused on retainer volume and local market dominance.
$1,200 /mo
Recommended ad spend: $3,000+/mo
  • Multi-campaign full-funnel strategy
  • Tax, Bookkeeping, Advisory + CFO-tier campaigns
  • Competitor targeting & market expansion campaigns
  • Advanced call tracking + revenue tracking
  • Retargeting + audience expansion
  • Bi-weekly optimization & scaling
  • Monthly growth strategy call + roadmap
Schedule a Strategy Call
Enterprise
For multi-location and 15+ partner operations focused on regional expansion.
Custom
Recommended ad spend: $10,000+/mo
  • Custom campaign architecture across locations
  • Multi-market keyword + competitor intelligence
  • Dedicated growth strategist
  • Quarterly executive growth reviews
  • Priority support & custom reporting
Schedule a Strategy Call

Accounting Case Study

Holseth Financial Case Study

For the 2026 tax season, we ran a Google Ads campaign during March and April to help Holseth Financial bring in more tax leads during one of the most important times of the year. Here is what $2,200 in total investment produced.

15

New Clients from Online & Search

$7,520

Verified Revenue Generated

409

Website Visits

20,309

Google Impressions

What Happened

Real activity during tax season

  • $1,400 spent on Google Ads across two months
  • $800 in campaign management fees
  • 43 phone calls came in from the campaign
  • 409 people visited the website
  • 15 new clients confirmed from online & search
  • Includes 1 new business client worth $1,500
  • 1 bookkeeping & payroll client at $350/month (recurring)
  • 2 clients came directly from the website ($480 each)
  • 8 additional new business leads generated
  • $31.98 average cost per phone call

What This Could Be Worth

A few new clients pay for everything

This campaign generated 8 new business leads still in the pipeline. At $1,500 per business client, that’s up to $12,000 in additional potential revenue waiting to close.

Confirmed revenue $7,520
Recurring (bookkeeping, yr 1) $4,200
Pipeline potential (8 leads) $12,000
Total potential value $23,720+

Confirmed revenue includes $4,710 from 15 online/search clients, $1,500 from 1 business client, $960 from 2 website clients, and $350 first month of bookkeeping. Pipeline assumes 8 leads convert at $1,500 each. Recurring reflects $350/month over 12 months. Actual results will vary.

Why This Matters

With a $2,200 investment, Holseth Financial confirmed $7,520 in first-season revenue-15 new tax clients, 2 website clients, a new business client, and a bookkeeping client, all from the Google Ads campaign. Add $4,200 per year in recurring income from that bookkeeping relationship, and 8 business leads in the pipeline worth up to $12,000 more-and the total potential return reaches $23,720+. That’s nearly an 11× return on a single two-month campaign.

This is a real business with real results

Visit their website to verify, holsethfinancial.taxdome.com

Client and revenue figures are based on information confirmed directly by the business owner for the 2026 tax season. Google Ads metrics (impressions, website visits, phone calls, cost per call) are sourced from Google Ads reporting for the campaign period of March–April 2026. Total investment includes $800 in management fees and $1,400 in ad spend. Pipeline and recurring revenue figures are projections and are not guaranteed results.

Verified ROI  ·  Holseth Financial  ·  2026 Tax Season

3.4x

Return on confirmed revenue alone

$2,200 Total invested
$7,520 Verified revenue back
$2,200 in
$7,520 back

And that’s just confirmed revenue. Add $4,200/yr in recurring bookkeeping income and 8 business leads still in the pipeline, the total potential climbs to $23,720+.

Want to talk about growing your accounting firm?

30-minute call with Austin. Honest review of where you are, where you could go, and whether we're the team to help you get there. No long contracts.

Schedule a Strategy Call
Phase 2 · Content & Social

Add content marketing once Google is producing reliably.

Most firms don't need social ads on day one, they need clients. Once Google is generating predictable discovery calls, content compounds that performance: authority climbs, branded search volume grows, and you start owning the conversation between tax seasons (advisory work, payroll, CFO-tier engagements).

Starter
A refined starting point for firms building authority and momentum.
$400 /mo
Facebook + Instagram organic + paid
  • 1 high-quality video per month
  • 3 premium posts per month
  • 4 story bundles per month (3 stories weekly)
  • Bi-weekly audience engagement
  • Monthly performance analytics
  • 30-minute monthly strategy call
  • Meta Starter Ads management
Schedule a Strategy Call
Premium
Maximum reach and a seamless, hands-off marketing experience.
$1,299 /mo
Everything in Starter + Growth, plus:
  • Starter + Growth included
  • 4 high-quality videos per month
  • 8 curated posts per month
  • Daily Stories (Mon–Fri)
  • Priority support access
  • 1-hour monthly strategy call
  • Quarterly content roadmap
  • Brand Messaging Guide (one-time setup)
Schedule a Strategy Call
Elite
White-glove, full-service for fast-growing firms that want an in-house team without the overhead.
Custom
Full creative + strategy team
  • Everything in Premium included
  • Dedicated editors, writers & designers
  • Custom content production calendar
  • Multi-platform paid + organic strategy
  • Acts as an extension of your in-house team
Schedule a Strategy Call
How We Onboard

From signature to ringing phones in about 14 days.

Most accounting clients are receiving qualified discovery calls within the first 7–10 days of campaigns going live.

Step 01

Discovery & Planning

30-minute strategy call to understand your service area, brand, capacity, and revenue goals. We build the campaign blueprint before we touch an ad.

Step 02

Build the Foundation

Within the first week, we structure your Google Ads account for performance: keyword research, campaign and ad group setup, conversion + call tracking, bidding strategy, and ad copy aligned to search intent.

Step 03

Go Live & Optimize

Campaigns launch and start collecting data. We monitor daily, optimize weekly, keywords, bids, ad copy, targeting, and report monthly with everything tied back to signed engagements.

Step 04

Scale What's Working

Once we have 30–60 days of data, we scale winners, kill losers, and add channels (content, retargeting, video) only when the numbers justify it. No bloat. No vanity metrics.

Boost Trust. Increase Conversion.

Add-ons that make every plan work harder.

Optional. Bolt onto any plan when the numbers say it's time.

Google Review Management

$250/mo

Automated review request campaigns (SMS + email), professional response drafting, Google Business Profile optimization, and monthly review growth reporting. Higher ratings = higher ad CTR = lower CPL.

Most Popular

Accounting Video Ad Creative

$400/one-time

Professionally produced UGC-style video, ad-focused script, optimized for YouTube + Performance Max + social. You own the footage forever. One revision included.

Email & SMS Nurture

$200/mo

Bi-weekly client newsletter, tax-season SMS reminder sequences, advisory + payroll upsell campaigns to your existing client list, and monthly engagement reporting. Turns one-time tax clients into year-round revenue.

UGC Creator Content

$200–$600

Vetted creators producing authentic, vertical-format video. Scripts tailored to your brand. Footage you own and can reuse in ads forever. Fast turnaround, unlimited revisions.

Common Questions

Straight answers, no fluff.

Why start with Google Ads instead of social or content marketing?

Because Google is the only platform where business owners and individuals are actively searching for an accountant the moment they need one. They've already decided to spend money, your only job is to be the firm they call. Content and social ads are great for building authority, but you can't run a profitable firm by trying to talk people into needing you. Capture active demand on Google first, then layer content to stay top-of-mind for the rest.

When should I add content marketing or social?

Once Google is reliably generating calls and your team can handle the volume, usually 60–90 days in. At that point content marketing starts to compound your Google performance: authority climbs, branded search volume goes up, and you start owning the conversation between tax seasons (advisory work, payroll, CFO-tier engagements).

If you already have Google running well with someone else and just want help on the content side, that's fine too. We don't force the sequence, we recommend it.

What does Boostworks actually handle?

Everything technical and strategic. Keyword research, campaign and ad group setup, ad copy writing and A/B testing, conversion tracking installation, call tracking, bid management, daily monitoring, weekly optimization, retargeting, and monthly reporting that ties every dollar back to a signed engagement.

You handle the clients. We handle the phones ringing.

How long does it take to see results?

Most accounting accounts start receiving calls within the first 7–10 days of going live. The first 30 days are about gathering data and learning what's working. By day 60, campaigns are tightened around the keywords, audiences, and ad copy that actually convert, that's when CPL drops and lead quality goes up. We share weekly performance reports the entire time so you're never guessing.

Is this a good fit for my firm?

We work best with firms that have at least one CPA, EA, or bookkeeper on staff, a working phone line, and the capacity to take 5–20 new client inquiries a month. If you can't service the leads, more leads won't help you. If you can, we'll help you fill the calendar.

If you're outside the U.S., or you're a software/SaaS provider rather than a service firm, we're probably not the right fit.

What makes Boostworks different from other agencies?

We track to revenue, not clicks. Every dollar spent gets traced back to a signed engagement and dollar amount. You see ROAS, not just CTR.

We have a real accounting case. Holseth Financial: $2,200 in → $7,520 verified back in two months. Plus $4,200/yr recurring and 8 leads in the pipeline. Documented, verifiable, real.

No long contracts. Month-to-month after the initial setup. If we're not generating calls, you fire us.

Schedule a Strategy Call

Let's talk about growing your accounting firm.

30-minute call with Austin to talk through where your marketing is today, where you want to take it, and whether we're the right team to help you get there. We'll be straight with you either way.

  • Honest review of your current marketing
  • 2–3 specific things you can improve, even if you don't hire us
  • No long contracts. Month-to-month after onboarding.
  • We're selective, we'll tell you if we're not the right fit
Austin Pierce, Founder of Boostworks
You'll talk to

Austin Pierce, Founder

Built Public Auctions of Texas, a $2.4M+/yr operation, by age 27. Still running today. Every strategy call is with me directly, not a sales rep.

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