A custom website, a search presence that earns trust, and advertising that brings the right businesses to your door. Built for a firm that works only with companies doing seven figures and up.
Before we talk about what to build, here's what you told us. If we've understood your business, the rest of this plan will make sense. If we missed something, that's the first thing we fix on our kickoff call.
One CPA and six team members, growing into a senior leadership hire. This is a firm with process and results, not a side practice. Your online presence should read that way the moment someone lands on it.
You work with established companies and lead with tax optimization and proactive advisory, not commodity return filing. The marketing has to consistently put you in front of that caliber of client.
Right now you're on a templated site and a basic SEO subscription, the same setup most firms start with. You told us you want something built specifically for your firm. That is exactly the opening this plan is built around.
This is a relationship business, not a one-time sale. When a seven-figure owner researches you before a first meeting, what they find online has to earn the conversation. That is the bar we're building to.
We mapped where Roseville business owners are searching and how much of that ground is still wide open. The numbers below are the upside available to capture, pulled this week.
Here is the visibility winning the market right now, and the lane still open for you to take.
| Firm | Ranks for | Monthly search visitors | Google reviews | Publishes content |
|---|---|---|---|---|
| ManzCPAYou, today | 2 keywords | ~27 | 50, all 5★ | No |
| Cook CPASearch leader | ~460 keywords | ~1,016 | A few | Rarely |
| Next LevelReviews leader | Very few | Minimal | 15+ at 4.9★ | Yes, a blog |
Here is the opening. You already have what most firms are still chasing: 50 five-star reviews, more than any competitor in town. What's missing is the visibility to put that reputation in front of more people. Cook pulls the search traffic but has a fraction of your reviews. Next Level has the advisory voice but is invisible in search. Pair your reputation with real content, an active profile, and search that works, and that combined position is yours to take.
Most firms buy these from three different vendors who never speak. We build them as one connected engine: the site converts the traffic that search and ads send to it, and every dollar is tracked back to real client conversations.
A custom-designed, fast, mobile-first site that positions you as the advisory partner for established businesses, with clear paths to book a consultation.
We make you the firm Roseville-area business owners find when they search for proactive tax and advisory help, and the answer AI tools cite when asked.
Local Services Ads put you at the very top of Google on a pay-per-lead basis, and a right-sized search campaign captures the rest. A real social presence keeps you visible between tax seasons, and you see exactly what each dollar returns.
Your market is small, high-intent, and inexpensive to reach, which is exactly why a focused plan wins it. Here is how we put your reputation to work the day campaigns go live.
Local Services Ads run at the very top of Google with a verified badge, above the map and the regular ads. You pay per lead, not per click, and Google ranks them largely on review score, review count, and proximity.
Below the Services Ads, a tight search campaign covers the terms owners type. Volume is modest and top-of-page clicks run only a few dollars, so a focused budget goes a long way instead of being spread thin.
We skip the buys that don't pay. Separate Granite Bay and Loomis search campaigns, for example, have almost no volume, so we cover those areas through your Services Ads radius instead.
| What owners search | Monthly searches | Competition | How we win it |
|---|---|---|---|
| cpa, accountant | ~260 | Low | A right-sized Search campaign. Top-of-page clicks run about $3 to $13. |
| "cpa near me," "tax preparation near me" | ~90 each | Medium–High | Local Services Ads sit above the map and bill per lead. Reviews and proximity decide the order, and you lead on reviews. |
| "cpa roseville," "tax preparation roseville" | 90 / 40 | High | Where competition is toughest, your 50 five-star reviews are the deciding edge. |
| Advisory terms: tax planning, CFO, small-business CPA | ~10 each | Low | Long-tail you can own cheaply with authority content, not ad spend. |
Average monthly searches across Roseville, Rocklin, Granite Bay and Loomis, from Google's Keyword Planner. The market is small but inexpensive and high-intent, which is the whole reason a focused budget can own it rather than getting lost in a big-city bidding war.
Every plan includes your new custom website. The tiers differ in how aggressively we grow your search, advertising, and social presence after launch. Most firms at your stage start with Growth.
The $6,500 website is split 50% to start and 50% at launch. Prefer no upfront cost? We can roll the build into your monthly plan so you start for $0 down.
Management fees are included above. The advertising budget you set is paid directly to Google, so every dollar of media goes to reaching clients, not to us.
A clear, paced rollout so nothing stalls and you always know what's happening next.
We learn your firm, your ideal client, and your advisory niche, then lock the message and map the new site.
Your custom website is designed and built, with the SEO foundation and conversion tracking baked in from day one.
The new site goes live, your Google Business Profile is optimized, and search foundations are in place and indexing.
Authority content begins, Google Ads go live, and your social channels launch. First full performance report lands at day 90.
Most marketing for firms like yours is assembled from separate vendors, generic templates, and reports full of numbers that don't translate to clients. We built PipelineOS to work the other way. Here is the difference at a glance.
When a business owner asks ChatGPT, Perplexity, or Google's AI for a good Roseville CPA, we structure your site and content so you're the firm it names. We optimize for AI recommendations, not just blue-link rankings.
The website, SEO, and advertising systems we would build for you are the same ones we run on companies we own. Every tactic is proven with our own money on the line before it touches your account.
A dedicated tracking number and CRM tie each new-client call and form back to the exact ad and keyword that produced it. You will see that a few dollars of spend brought in a five-figure client, not just that impressions went up.
Pick the plan that fits, and we'll send a simple agreement and schedule your kickoff call. We can have discovery underway within a week.
Approve a plan & book kickoff →