Fill your firm with advisory clients, not April panic.
Most CPA firms win clients by referral and lose the rest of the year to tax season. Typical agencies send clicks, not owners who pay for planning. We'll build the site, videos, ads and follow-up that bring in year-round business owners, then track every one to the signed engagement.
A live call with our team. You'll leave with your top three fixes.

CPA firms
177+ Google reviews from real clients
helping small businesses grow since
businesses transformed
Build it in this order, and every piece makes the next one work.
Most marketing fails because it's built upside down: ads before a message, content before proof. We build from the base up.
- 1A clear message, before any design or traffic
- 2Website, videos and messaging that build trust and drive sales
- 3Proof from day one: reviews, projects, video
- 4Ads and remarketing, paid search first
- 5Content that gets found: guides, service and town pages
- 6Systems, people and process, so growth doesn't bury you
Activities create conversations. Foundations make them compound.
Tools amplify activity. They don't replace it. The four activities on top bring in conversations. The three foundations underneath turn every one into trust that lasts.
- 1Offense: paid ads, video, prospecting and content with clients
- 2Defense: reviews, your content library and one input turned into eight outputs
- 3Each layer makes the other more powerful
Booked solid in April. Still not growing.
Most of your clients came by referral. Many want a return once a year and argue about the fee. You know they need planning. Getting them to see it, and pay for it, is the hard part.
Owners want a CPA who's more than a tax season friend. Most firm websites never say that you are. And when the site, ads and follow-up don't talk, nobody can show you which channel brought an advisory client.
Sound familiar?
Clients buy returns, not planning.
Your site lists services. It never shows an owner why year-round planning is worth more than the return.
Compliance-only clients fill the calendar.
One return a year, a fight over the fee, and no room left for the clients you want.
Referrals are your only channel.
Growth depends on who happens to mention you this month.
You can't tell which ads signed a client.
You see clicks and calls. You don't see which ones became engagements.
Owners can't see your expertise.
No videos, no client stories, a handful of reviews. So they compare you on price.
Your team is buried in busywork.
Chasing documents, double entry and a patchwork of apps. Your best people burn out, or leave.
Most businesses waste 30-80% of their marketing spend. Here is where it goes.
You know what you spend, not what it brings back. So you keep funding what doesn't work.
Every lead is traced to the ad that brought it, so you fund what works.
Some months the phone rings. Some months it doesn't. When referrals slow, the discounting starts.
A steady flow of leads from ads, search and referrals, month after month.
It looks fine, but nothing tells a stranger why you're the better choice. So they call whoever makes it easy.
A clear message and real proof, so strangers know why you're the better choice.
When it does, it doesn't sound like you. So buyers compare you on price like everyone else.
Reviews, stories and videos in your voice, every month.
You quote what people ask for, one piece at a time, instead of guiding them to the full solution.
A sales process that guides buyers to the full, higher-margin solution.
Double entry, busywork and a patchwork of apps. Your best people burn out, or leave.
One connected system and a trained team, so nothing falls through.
Finish the core before you go outward.
Marketing isn't a project. It's a system that compounds. We build it from the center out: convert first, then paid search, then each ring as the last one pays for itself. Tap a stage, or let it play.
The system that turns one-time filers into planning clients.
We build it in order. Message first, then the site and videos, then ads, proof and tracking. Every part points owners toward planning and advisory.
The fundamentals
The advantages
Strategy and messaging workshops
So that you can stand out and win work on value, not just price.
- Your one-liner and story
- Who you serve and why they buy
- The message every page and ad uses
Brand and design standards
So that you can look as established as you really are, before the first quote.
- Logo, colors and type rules
- Templates your team can use
- Consistent from yard sign to inbox
A website that sells
So that you can turn the visits you already get into booked work.
- Clear message above the fold
- Real photos and real reviews
- Every form and call tracked
Videos that sell and nurture
So that you can sell at higher margins without a harder sell.
- Scripted, shot or built for you
- Local or national
- Captions, music and every screen size
Paid ads
So that you can spend where it pays and stop guessing.
- Google Search and local ads
- Facebook and Instagram ads
- Budgets tied to booked jobs
Funnel and retargeting
So that you can win the buyers who just needed a little more time.
- Lead magnets and landing pages
- Email and text follow-up
- Retargeting ads that remind them
AI optimization, AEO and SEO
So that you can be found by buyers who are already looking for you.
- Local SEO and Google Business Profile
- Answer pages AI tools can quote
- Rank tracking across your service area
Ad management and testing
So that you can get more jobs from the same ad spend.
- Monthly creative tests
- Search term and waste cleanup
- Cost per lead and per job watched
Authority building
So that you can own your market instead of renting it from the ad platforms.
- A steady stream of Google reviews
- Client stories and case studies
- Content for your site, YouTube and social
Client engagement system
So that you can stop losing work to whoever replies first.
- Instant text back on every lead
- Follow-up until they book
- Check-ins that bring repeat work
Profit and ROI tracking
So that you can put every dollar where it pays.
- Every lead tracked to its source
- Revenue and profit by channel
- One simple monthly scorecard
Your AI hub
So that you can get your time back without losing your voice.
- Your story, offers and SOPs loaded in
- Write, reply and plan in your voice
- Works with Claude, ChatGPT and Grok
Feedbackwrench OS
So that you can run the business from one place instead of six.
- Website hosting, CRM and one inbox
- AI agents that answer and book
- A pipeline your whole team can see
Hire, train and deploy your people
So that you can step back from every job and let the business run.
- Job posts and screening
- Training built from your SOPs
- Scorecards for every role
Every part feeds the next. One team, one system, built in the right order.
Real websites for CPA firms. Still live, still selling.
See all 143 sites


Tools amplify activity. They don't replace it.
No tool grows a CPA firm by itself. The firms that grow keep four activities going every week, all year. We set up the tools that make each one faster.
A site that sells planning, Google search ads for your best services, remarketing and one strong landing page.
A short sales video, then quick answers on S corps, planning and year-end moves.
Bankers, attorneys and business groups. Meet owners, call, follow up. Your CRM keeps the list warm.
Interview the owners you serve about their business. One interview becomes 15+ assets.
Underneath: capture trust and credibility continuouslyThen SEO and content that compounds
The model Rob teaches CPA firms, built from running Nuance Financial Tax & Accounting.
What makes a website sell? Here's one we built.
This is the live site for Asnani CPA, a CPA firm in San Francisco. Every numbered piece has a job, and every one of them is tracked.
- A headline that says what you do and where.Buyers know right away they found the right company, and Google does too.
- One clear next step: "Schedule a Consultation".The same button sits on every page, so a ready buyer never has to hunt for it.


CPA firm owners, in their own words.

Great experience working with Rob and his team! They built a fantastic website for my CPA firm and helped me set up paid advertising. The results were way better than I ever could have expected, I would highly recommend.

There are so many ways they’ve helped us! From the high caliber of website and ads to the leads & sales they’ve helped us generate. Rob and the team always go the extra mile to make sure we’re successful, I recommend him fully.


Rob and his team created a website for me that exceeded my expectations! They were patient, knowledgeable, and took care of all of my requests and much more within a short period of time. Working with FeedbackWrench is 100% worth the investment!


Feedbackwrench did a great job on my website. They worked on creating the right content & walked me through the process. I wholeheartedly recommend them to work on your website & your marketing.

There are so many things I could say about how Rob has helped my business, given me invaluable perspective, and the high level quality of work he delivers. The most important thing, however, is this; he cares. Rob goes the extra mile to make sure my business is successful. I cannot recommend him enough!

Real CPA firms. Real owners.
Some shot by our team, some supplied by the firm.




Need video for your CPA projects, ads or selling? Check out our video work.
Real testimonials, project films and video sales letters we planned, shot and edited for our clients. Click any one to watch.
See our video workAds that fill your calendar. Tracked all the way to the paid job.
Most ads get clicks. Ours get booked jobs, because the hook, the offer and the follow-up are built together. Then we show you which ads actually turned into revenue.
- 1A hook that stops the scrollReal photos of your work and words your buyers already use.
- 2An offer worth raising a hand forA clear next step, like a free design consult or a quick quote.
- 3Follow-up in minutes, not daysEvery lead gets a fast reply and lands in your pipeline with its source.
Owners search for a CPA every month, not just in March.
These are real US monthly searches. We answer those questions on your site, Google Business, YouTube and social, and add your city, so you show up on Google and in AI answers.
What owners search for
CPAFiling reports what already happened. Tax planning changes what happens next, like entity choice, retirement contributions and the timing of big purchases. Many owners use a CPA firm that offers both.
Questions your customers ask every month
- What is an S corp?53K
- S corp vs LLC14K
- S corp vs C corp10K
- Tax planning services4.8K
- Difference between S corp and C corp2.2K
Questions CPA firm owners ask us
Does Feedbackwrench market CPA firms?
Yes. CPA firms are a core audience for us. Rob built Nuance Financial Tax & Accounting, so we know how firms win advisory clients. We build the site, videos, ads and tracking together.
Can you help us sell advisory instead of returns?
That's usually where we start. Our services workshop finds your most profitable work. Then your message, packages and videos lead owners to it.
Do you run our ads?
Yes. We set them up around your best services, track them to signed clients and keep improving them. We never mark up your ad spend.
Will this bury us during tax season?
It should do the opposite. Inquiries get answered and booked automatically, so March doesn't cost you the clients who called.
Clear message. Real photos. More calls.





Feedbackwrench OS runs your CPA marketing, with AI doing the heavy lifting.
Run your ads, follow up with every lead, edit your website and post to social, all from one login. Your team asks. The AI does the work.
Edit your website with a sentence
CPA advice that goes beyond the return in LakevillePrior Lake.
Your AI follows up in seconds
Run and improve your ads
Write once. Post everywhere.
Example screens and numbers. Yours will show your own business.
Three steps to a firm that grows all year.
No guessing and no giant proposal. You'll know what's broken and what we'd fix first before you spend another dollar.
Book your Sales & Marketing Audit
A live call with our team. We look at your message, website, inquiries, reviews, ads, tracking and how your team follows up.
Get your scored audit
You leave with a scored one-page audit, your top three fixes in order and what we'd do if it were our business.
We set up your system
We build your Profitable Growth System, then equip your team to run it all year. We're here when you want more.
Besides building two businesses of our own, we've helped over 550 small businesses since 2015. We know what it's like to be busy every day and still wonder where the profit went.
Rob built an accounting firm of his own. We know the difference between a busy firm and a profitable one.
What do you need most right now?
Pick the one that sounds like your firm. Every door leads to the same first step, your Sales & Marketing Audit.
I'm just getting started.
Opening a firm or going out on your own? Start with a message and site that sell planning.
Start hereMy website and message aren't selling.
Your site lists services but doesn't sell advisory. Fix the message and the pages.
Start hereI need more leads, predictably.
Add a steady flow of owners who want a CPA all year, not one return.
Start hereI'm advertising but can't see what's working.
You're paying for ads. See which ones turned into signed engagements.
Start hereI need content that builds trust.
Video, client stories and reviews that show your expertise before the first call.
Start hereI'm ready to scale.
Systems, AI and hiring, so partners and staff can grow without burning out.
Start hereOwn the map in every town you serve.
When someone searches for what you do, Google shows three businesses on the map. We track where you rank across your whole service area, pin by pin, then climb it town by town.
One team for your site, ads, video, reviews and follow-up.
Start with the $99 audit and we tell you which of these moves the needle first for your CPA company. Tap any one to see how it works.
Video that sells CPA work. Click any one to watch.
Videos we planned, shot and edited for real CPA businesses and owners like you. Click any one to watch.
Every video here was planned, shot and edited by our team for a real client.
Fill the firm with clients who pay for advice.
We'll score your website, ads, proof and tracking, then show you what we'd fix first.
A live call with our team. You'll leave with your top three fixes.












