Google post
Tax season is coming. Our checklist covers which receipts and slips to gather, the deadlines that matter and what to ask before you file. Read it on our website, and get in touch early if you are new to us.
PGT360 for Accountants
Local marketing for accountants and bookkeepers
Most people only look for an accountant when a deadline is close or the books have got out of hand. PGT360 keeps your profile and website answering their questions all year, so they already know you when they need help.
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The challenge
Why local marketing is hard for accountants
A rush every spring
Personal tax season fills the calendar for a few months, and new clients struggle to get in. Being visible in winter is how you sign them before the rush.
Switching accountants is a big step
Business owners stay with an accountant for years and change only when something goes wrong. Reviews and articles that show clear communication give them the confidence to move.
Client finances are confidential
Professional rules mean you cannot confirm who your clients are or discuss their affairs in public. Review replies have to stay friendly and general.
What it looks like
A week of PGT360 for Summit Accounting
Examples of what PGT360 prepares for a business like yours. Real posts and articles use only your own facts and photos.
Review and reply
Laura C. ★★★★★
“Saved me hours every month and explained my numbers in plain English.”
Summit Accounting: Thank you for the kind words. Making the numbers easy to understand matters a lot to us, and we appreciate you taking the time to share this.
Articles for your website
- Which receipts should a small business keep, and for how long?
- Do I need a bookkeeper, an accountant or both?
- What to bring to your first tax appointment
- How to switch accountants partway through the year
Lead inbox
- Bookkeeping for a 5-person company
- Personal tax return, first time with an accountant
- Switching accountants before year-end
Social media
The same post goes to your Facebook Page and Instagram, with the same photo and a link to your website.
Reports
Calls, website clicks, direction requests, reviews and leads, emailed every week and month.
Tips
3 tips that work for accountants
1
Post before every deadline, not only in spring
Instalment dates, payroll filings and year-end are all moments when owners worry. A short post before each one reminds them you exist outside tax season.
2
Keep Canadian and US rules apart
Tax rules and deadlines differ between the two countries, and between provinces and states. Say in "About your business" which ones you handle, so articles stay accurate for your clients.
3
Write about bookkeeping, not only tax
Bookkeeping and payroll questions are searched all year, which brings visits between tax seasons. They also attract business clients who tend to stay for years.
Questions
Are the tax articles accurate?
They are general guides written from the facts you give about your firm. Rules change every year, so read each article and edit anything that needs updating.
Can our team share the work?
Growth includes 3 team members and Agency unlimited. Members can handle posts, articles, reviews and leads, while billing and business settings stay with owners and admins.
Can new clients send documents through the quote form?
The form is meant for a first request: who they are, how to reach them and what they need. Ask clients to send tax documents through your own secure portal instead.
Also for: Restaurants Salons and spas Retail stores Auto repair shops Plumbers Heating and cooling Handymen Tree services Fence and deck builders Cleaning services Dentists Law firms Real estate agents Franchises and chains
Your whole local marketing, handled.
Two minutes to set up. 14 days free. Cancel anytime.