Year-Round Growth for Accounting Firms: Beyond Tax Season
The marketing system that turns accounting firms from seasonal businesses into year-round growth engines — without discounting or chasing
What You'll Learn
- ✓Why the 'feast or famine' cycle persists — and the system that breaks it
- ✓The 3 revenue streams every modern accounting firm should market year-round
- ✓How to position advisory and CFO services so clients don't see you as 'just the tax person'
- ✓The content strategy that establishes authority without giving away free advice
- ✓Real allocation framework: what to spend and where for firms doing $1M-$10M
CPA firms, accounting practices, bookkeeping firms, and financial advisory businesses doing $1M+ in annual revenue that want consistent client flow beyond tax season.
Here's the uncomfortable truth about most accounting firms: you're running a seasonal business in an industry that shouldn't be seasonal. Tax preparation creates a 4-month revenue spike, then 8 months of hoping existing clients need something or a referral walks in. Meanwhile, your advisory, bookkeeping, and CFO services — the higher-margin, year-round work — sit undermarketed because 'we're too busy during tax season' and 'it's slow right now' alternate on repeat.
The firms that break past $3M have all solved the same problem: they stopped being 'the tax person' and started being 'the financial partner.' But that repositioning doesn't happen by accident — it requires a marketing system that communicates your full value proposition 12 months a year.
The $312K Revenue Gap: What Seasonal Marketing Costs You
A $2M accounting firm that generates 65% of revenue in Q1 (tax season) is leaving roughly $312K on the table annually in off-season advisory and CFO-service revenue. That's not a guess — it's based on the average advisory engagement ($2,500-$5,000/month) multiplied by the number of existing clients who don't know you offer those services. Most firms have 40-60% of their client base that has never been presented with non-tax services.
The fix isn't 'marketing harder during tax season.' It's building a system that generates demand for your highest-margin services during the 8 months when everyone else goes quiet. And that system starts with something most accounting firms get completely wrong...
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