Quick Start Automation Package for CPA Firms
Marketing package for CPA firms delivering a complete system in 30 days: website launch, automated lead follow-up, client onboarding sequences, review generation, and SEO foundation—all ready to drive growth.
Why Choose the Quick Start?
Your accounting firm doesn't need another complex tool — you need a system that works from day one. The SmartFirm 30-Day Quick Start Package is the most effective marketing package for CPA firms that want fast results and a strong foundation.
What's Included in the 30-Day Quick Start Package
Six essential components to transform your accounting firm's marketing
Website Refresh or Launch
- Profession-specific design for accountants, CPAs, and bookkeepers
- Conversion-optimized pages with clear CTAs
- Basic SEO setup for visibility
Google Business Profile (GBP) Optimization
- Setup or clean-up for local search visibility
- Branded descriptions and service listings
- Review request integration
- Yext business listing management - standardizes your listing across 200+ sites including Apple Maps, Bing, Facebook, and more
CRM Setup & Automations
- Lead capture forms and chat integration
- Automated email/SMS follow-up sequences
- Appointment booking funnels
Review Generation System
- Automated requests after meetings or projects
- Direct links for easy 5-star submissions
- Reputation monitoring
Email Marketing Foundation
- Nurture campaign for new leads
- Client retention drip campaigns
- Newsletter setup template
Basic SEO Kickstart
- On-page SEO for your top pages
- Local SEO improvements for CPAs and accountants
- Keyword-targeted meta descriptions
Competitive Pricing Analysis
Detailed Price Comparison Breakdown
| Service | Competitor | SmartFirm |
|---|---|---|
| ONE-TIME SERVICES | ||
| Marketing Roadmap | $3,500+ | Included |
| Complex Website | $15K - $30K | $14,500 |
| MONTHLY RECURRING SERVICES | ||
| CRM w/ Client Portal | $395/month | $1,200/mo |
| Website Hosting & Support | $225 - $400/month | Included |
| SEO - Niche or Local | $800 - $2.5K/month | Included |
| Google Business Profile Optimization | Premium pricing | Included |
| Yext Business Listing Management (200+ sites) | Premium pricing | Included |
| Automated Lead Follow-Up System | Premium pricing | Included |
| Client Communication Workflows | Premium pricing | Included |
| Review Generation System | Premium pricing | Included |
| A LA CARTE SERVICES | ||
| Google/Meta/LinkedIn Ads Management | $800/month + ad spend | $500/month + ad spend |
| Social Media Content Plan & Management (60-day rotation) | Monthly recurring | $2,000 one-time |
Outcomes in 30 Days
Here's what you'll have operational after your Quick Start implementation
Professional Online Presence
New or optimized website plus fully set up Google Business Profile
Automated Follow-Up
Systems that capture and nurture leads without manual effort
Review System
Build trust and drive referrals with automated review generation
Initial SEO Traction
Start appearing in local searches and boosting visibility
Clear Communication Systems
Streamlined client communication and retention workflows
Who This Is For
Solo CPAs & Bookkeepers
Who want to grow without becoming marketing experts
Small Firms
That need to compete with larger, tech-savvy practices
Growth-Oriented Accounting Firms
Ready to scale with efficient systems
Start Growing Your Firm Today
Everything you need to transform your firm in 30 days
One-time setup fee
What's Included
Growth Add-Ons & Custom Solutions
Already have your marketing foundation in place? Add ongoing content creation, social media management, paid advertising, or custom solutions tailored to your firm's growth goals.
Available Services:
Not sure what you need? Book a Free Call
Ready to Launch Your Firm's Marketing in 30 Days?
Book a Free Call today and see how SmartFirm's Quick Start Package can transform your accounting practice.