Marketing for US CPAs and accounting firms.
Karl picks up the tax-season inquiry, the new-client request, the IRS-notice panic — qualifies the business, captures the fee bracket, and books the partner's discovery call. AICPA-aware tone by default.
Built for the firm. Professional by default.
Accounting firms win new clients on responsiveness and partner time. A business owner researching firms compares three over the same week and books with whoever answers their initial inquiry within the day. Karl picks up new-client inquiries across web chat, WhatsApp, and email — qualifies the entity type (sole proprietor, LLC, S-corp, partnership), captures the revenue bracket, asks about the bookkeeping stack (QuickBooks, Xero), and books the partner's discovery call. Tone follows AICPA professional-conduct conventions by default.
Every new-client inquiry, qualified before the partner's calendar opens.
Karl is the AI receptionist for accounting firms — qualifies the entity type, revenue bracket, services needed (bookkeeping, payroll, year-end, tax planning, sales tax), and books the discovery call. Tone is partner-grade, consistent with AICPA professional-conduct conventions on fee discussion.
- +Qualifies sole proprietor / LLC / S-corp / partnership / nonprofit on first message
- +Captures revenue bracket + service mix (bookkeeping, year-end, tax, payroll, advisory)
- +AICPA-aware tone — no fee guarantees, no advice that should sit with a licensed CPA
Win the bookings your competitors miss.
Karl runs it all as one integrated system. The Receptionist answers messages, the Reputation Specialist runs reviews, listings stay clean across 30+ directories, and managed services handle social, blog, SEO, and website work — with every conversation writing into a shared AI CRM that knows your customers.
Speed is the new differentiator.
The business that replies first usually wins the booking. Karl picks up every message in seconds — across web chat, WhatsApp, Messenger, Instagram DMs, and email — qualifies the enquiry, books the slot, and confirms it. Accountants businesses lose more revenue to slow first-response than to bad service. Karl moves first-response to zero.
Reviews lift you above the competition.
Google's local-pack rank is dominated by review volume and recency. Every 5★ review you collect lifts you above accountants competitors and signals trust to the customer comparing three options. Karl's Reputation Specialist requests reviews at the right post-visit moment, drafts replies in your tone, and flags negatives to you before they fester.
Listings used to be SEO chores. Then AI happened.
ChatGPT, Google AI Overviews, and Perplexity now cite local businesses by name when answering "best CPA firms near me" — and they pull that authority from the same place your old SEO did: clean listings, consistent NAP data, recent reviews. The businesses that maintained their listings ranked first 10 years ago. They're getting cited first now. Karl pushes your details to 30+ directories and keeps them in lockstep.
One integrated system. Not a stack of different tools.
Customer communication, AI CRM, reviews, listings, social, blog, SEO, website — every layer Karl runs is built to talk to every other. The Receptionist's tone trains your review replies. Your booking patterns shape your social cadence. Your listings feed your local SEO rank. That's what makes Karl work better than any stack of disconnected tools — every part of the system is designed to make every other part stronger. One team, one bill, one inbox, one operating system.
Some of the jobs Karl does for you.
A snapshot of how the workforce shows up day-to-day for CPA firms — not a complete inventory. Karl handles anything in the marketing operations layer.
New-client inquiry to discovery-call booking in one conversation.
Business owner messages 'looking to switch accountants'. Karl qualifies the business (S-corp, $750k revenue, retail), asks about current pain points (year-end, bookkeeping backlog, fees), and books a 30-minute discovery call. The partner picks up an already-qualified conversation.
IRS-notice inquiries handled at the wave.
When IRS notices land or a filing rule changes, Karl handles the wave of 'do I need to do anything?' inquiries — qualifies each business's exposure, books impacted clients into a planning call, signals you to expect the inbound.
Tax-season triage — capacity-aware.
From February to April 15, when the filing wave hits, Karl knows your partners are at capacity. Books new clients into post-deadline slots and explains the lead time. Avoids the 'sorry, we can't take you until May' surprise on the call.
Existing-client requests handed off to the right partner.
When an existing client messages about their quarterly estimates, payroll filings, or a specific engagement, Karl looks them up, captures the question, and routes to the partner who owns the account — with the prior context attached.
Google reviews from the right client at the right time.
After a clean year-end close or a tax-planning win, Karl times the review request to land when the client is feeling the value — not in the middle of filing-season chaos. Higher conversion, better-quality reviews.
Listings + credentials across the directories businesses check.
Karl pushes your details + CPA credentials across Google, Bing, Apple Maps, Yelp, and Google Business Profile — keeps the firm's license details consistent everywhere a prospect checks.
Show up where customers look
Capture and convert more inbound
Run the whole marketing function
Pick the AI employees and managed services that fit your business. We put the plan together.
You're hiring an employee. Marketing compounds over time — give Karl the runway.
Flat $349 for every plan. Covers onboarding, brand training, account setup, and channel activation.
Related professional services businesses.
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