14 new clients in a four-month campaign

Four months of tax preparation search activity

The tax preparation campaign used ten target keywords. At the end of the four-month period, six held top-five positions and the record reported 14 new clients. The monthly package price was $125, corresponding to our Sole Practitioner tier.

Client acquisition is the business outcome in this summary. It does not state the number of calls, return types, revenue earned or the value of a continuing relationship. Those details should not be inferred from the client count.

Reading the ranking result

Six top-five positions describe the result for six of the ten targeted terms. They do not mean every search in the market ranked in the top five. The source does not identify the individual terms or provide intermediate positions, so the result is presented as the reported end point rather than a month-by-month chart.

Review my tax practice website

Apply the question to your own season

For a tax practice considering search marketing, capacity is a useful place to begin. Which return types can the team accept? When are appointments available? Is the immediate priority seasonal preparation, or explaining another service that can support work outside the busiest period?

Those are planning questions for a new engagement, rather than additional activities attributed to this campaign. A suitable scope connects the services offered with the inquiries the practice can handle. A four-month historical result does not promise that another office will follow the same timetable.

See how we plan tax-preparer marketing for the service approach, or model your own appointment capacity before discussing budget.

A separate accounting campaign

The small CPA firm campaign reported 12 new business clients. It is a different client record, useful for comparing the same keyword scope with a different accounting service context.