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Free sample · for CPA firms

Where your CPA firm stands online, and where competitors are ahead.

A free accounting firm marketing audit. We compare a partner's LinkedIn, your Google results and your website with four local competitors. This page is a sample with fictional firms.

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The verdict in one minute

Today LinkedIn attracts the wrong attention, and the website does not turn it into calls.

Today
A few posts a monthIrregular, and mostly around tax deadlines. Competitors post every week.
Five different topicsTax news, hiring, events, holidays. No theme builds up.
The wrong audiencePeers and recruiters react. Business owners who hire a CPA stay silent.
A silent websiteServices listed, no prices, no process, no way to book a call.
Clients choose someone elseAn owner comparing firms finds the answers elsewhere.
With the fixes
A weekly rhythmOne post a week, on a fixed day, planned a quarter ahead.
Two themesPick the two services you most want to sell. Repeat them.
Decision makers reactOwners and CFOs ask about cost, timing and who does the work.
A site that answersService pages, a clear process, proof and a booking button.
Consultation requestsEach post is a way into the firm.
Today LinkedIn attracts the wrong attention, and the site does not turn it into calls. With one post a week on two themes and a site that answers, each post becomes a way in.
1Low frequencyFewer posts than any competitor in the sample.
2Too many topicsFive subjects. Two work better.
3No bridge to the siteThe best posts live only on LinkedIn. The site hosts none of them.
4A site that does not convertNo prices, no process, no booking button.
5Distance from competitorsCompetitors reach far more people through Google.
The picture in 60 seconds

Five numbers that say it all.

Behind
1.1
Posts per week
Firms A to D: 1.6 to 3.9
Middle
1.8
Reactions per 1,000 followers
Firms B and C: 2.6 and 3.0
Off focus
22%
Posts on the priority services
Firm C: 74%
Little proof
4%
Posts with proof: a case, a number, a result
Firm D: 34%
Nearly invisible
140
Visits from Google per month (estimate)
Firm B: 3,200
Competitor map

Competitor analysis for accounting firms: six measures, five firms.

The larger the shape, the better. Switch competitors on and off to compare them with your firm.

LinkedIn activityEngagementFocus on key servicesProof (cases, results)Google visibilityLink authorityYour firm (example): LinkedIn activity 37/10037Your firm (example): Engagement 60/10060Your firm (example): Focus on key services 22/10022Your firm (example): Proof (cases, results) 4/1004Your firm (example): Google visibility 54/10054Your firm (example): Link authority 30/10030Firm A: LinkedIn activity 100/100Firm A: Engagement 37/100Firm A: Focus on key services 31/100Firm A: Proof (cases, results) 28/100Firm A: Google visibility 100/100Firm A: Link authority 95/100Firm B: LinkedIn activity 73/100Firm B: Engagement 87/100Firm B: Focus on key services 55/100Firm B: Proof (cases, results) 18/100Firm B: Google visibility 88/100Firm B: Link authority 75/100Firm C: LinkedIn activity 53/100Firm C: Engagement 100/100Firm C: Focus on key services 74/100Firm C: Proof (cases, results) 12/100Firm C: Google visibility 74/100Firm C: Link authority 55/100Firm D: LinkedIn activity 100/100Firm D: Engagement 23/100Firm D: Focus on key services 18/100Firm D: Proof (cases, results) 34/100Firm D: Google visibility 100/100Firm D: Link authority 90/100

Your firm (example): LinkedIn activity 1.1; Engagement 1.8; Focus on key services 22%; Proof (cases, results) 4%; Google visibility 140; Link authority 12. Firm A: LinkedIn activity 3.4; Engagement 1.1; Focus on key services 31%; Proof (cases, results) 28%; Google visibility 24,000; Link authority 38. Firm B: LinkedIn activity 2.2; Engagement 2.6; Focus on key services 55%; Proof (cases, results) 18%; Google visibility 3,200; Link authority 30. Firm C: LinkedIn activity 1.6; Engagement 3.0; Focus on key services 74%; Proof (cases, results) 12%; Google visibility 900; Link authority 22. Firm D: LinkedIn activity 3.9; Engagement 0.7; Focus on key services 18%; Proof (cases, results) 34%; Google visibility 41,000; Link authority 36.

Try it: click a name to show or hide a competitor.
Posts a weekReactions / 1,000 followersPosts on key servicesPosts with proofVisits a monthAuthority (0-100)
Your firm (example)1.11.822%4%14012
Firm Anational platform3.41.131%28%24,00038
Firm Bregional, mid-size2.22.655%18%3,20030
Firm Cboutique, specialised1.63.074%12%90022
Firm Dinvestor-backed platform3.90.718%34%41,00036

Indices from 0 to 100, directional. Sources: LinkedIn counters, Google and web tools. Fictional data.

LinkedIn · one partner

LinkedIn for accountants: plenty of tax reminders, little on what clients ask.

Twenty-five posts in the sample period. Advisory topics get the most reactions and the fewest posts.

25POSTS
  • Tax deadline reminders40%
  • Firm news and hiring24%
  • Industry events16%
  • Client advisory (CFO, planning)12%
  • Other8%
Median reactions by topic
Client advisory9
Firm news and hiring6
Industry events5
Tax deadline reminders4

Advisory posts earn more reactions than reminders, yet they are one post in eight.

0posts in the last 30 days on the questions clients ask most, such as what the new federal tax law means for owners.

What clients ask, and what the firm covers

Not coveredThe new federal tax law (One Big Beautiful Bill Act) and what it means for owners
Partly coveredS corporation or LLC: which structure fits
Not coveredThe state pass-through entity tax election
Not coveredEstate and gift planning for family businesses
Not coveredSelling or buying a business: what the buyer's lender asks for
Not coveredUsing AI safely with client data
Partly coveredWhat happens when an owner retires
Partly coveredFractional CFO and monthly advisory

In New York, clients ask about

  • The state estate tax, which has a cliff just above the exemption
  • The elective pass-through entity tax
  • Why a national or investor-backed platform may serve them less personally

General information that varies by year. A real analysis checks the current rules for your state.

Google

SEO for accountants: clients searching near you do not find the firm.

This is how the home page looks on Google today, and how it could look. Below: searches clients make in the market you picked.

Today
www.yourfirm.com › services
Services - Your Firm CPAs
No description: Google picks a random snippet of the page.
Proposal
www.yourfirm.com
CPA for small businesses and owners | Your Firm
Tax, planning and monthly advisory for owner-run businesses. Meet a partner in a free first call.

What clients search · searches per month (illustrative)

cpa for small business new york1,300
new york estate tax planning880
fractional cfo new york590
s corp tax planning new york320
nyc accountant for startups260

Monthly search volumes are illustrative in this sample. A real analysis uses measured volumes for your city.

The website, seen by a visitor

A CPA firm website: twenty questions, none answered clearly.

What a business owner asks when they land on the site. Red: no answer. Yellow: partial answer.

Arrives from GoogleWeak
Understands the servicesWeak
Trusts the firmMissing
Contacts the firmMissing
No answerWhat do you charge?
No answerWho will work on my return?
Partial answerDo you work with businesses like mine?
No answerHow do I get started?
No answerHow long does onboarding take?
Partial answerCan I talk to a partner?
Partial answerDo you handle S corporations and partnerships?
Partial answerDo you offer CFO or advisory services?
No answerWhat happens if I get an IRS notice?
No answerDo you work remotely?
No answerWhich software do you use?
No answerHow do you protect my data?
No answerDo you have clients in my industry?
No answerCan I see reviews or results?
No answerHow do I send documents?
Partial answerDo you handle multi-state filings?
No answerIs the first call free?
No answerWhat are my deadlines?
No answerDo you help with bank or SBA loans?
Partial answerWho owns the firm?
What your sample includes

Six things, in one private page.

OneLinkedIn review of one partner: topics, rhythm, what earns a reaction.
TwoFour real local competitors, compared on the same six measures.
ThreeGoogle check: how the firm appears for the searches clients use.
FourWebsite check: twenty questions an owner asks, answered or not.
FiveThree recommendations, in order.
SixA private page for your partners, protected by a password.

What we cannot see from outside: impressions, who exactly reads the posts, and which posts bring calls. Your LinkedIn analytics export fills those in.

Your free sample

Book a short call. We prepare your sample.

On the call we ask for the partner's LinkedIn profile and your website. We use public data only.

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FAQ

Questions

What is in the free sample?

A review of one partner's LinkedIn, four local competitors, your Google results and your website, with three recommendations. It arrives as a private page.

Which data do you use?

Public data only: LinkedIn posts and their counters, Google results and your website. We state what we cannot measure.

Are the competitors on this page real?

No. Firms A to D and every figure on this page are fictional. Your analysis names real competitors, chosen with you.

Does this replace tax or legal advice?

No. This is a marketing analysis. Tax topics on this page are general information and change from year to year.

Who sees my results?

Only the people you invite. The page is private and needs a password.