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Don’t hire a marketing strategist in the middle of tax season.

Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm.

In this episode, I’m breaking down:

• Why tax season is the worst time to start outsourcing your marketing
• The real reason onboarding with a strategist takes a full month
• A behind-the-scenes look at my onboarding process with clients
• A story of a client I had to let go (and what it taught me)
• Why trusting the process leads to long-term results

 

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If you’re a CPA, accountant, or financial firm owner, you already know what January through April feels like: a marathon sprint. Your to-do list is endless, clients need everything yesterday, and marketing falls straight to the back burner.

So why do so many firms reach out to me during tax season to get their marketing sorted out? Because overwhelm sets in.

Outsourcing your marketing for CPAs during tax season isn’t setting you up for success. And as much as I’d love to work with you, my role as a financial marketing strategist is to make your marketing easier; not pile on more overwhelm.

 

The Myth: Outsourcing During Busy Season Saves You Time

 

You might think: “If I outsource my marketing during tax season, I’ll finally free myself up to focus on clients.”

Yes and no.

• ✅ If you outsource ahead of time: Outsourcing social media marketing for accountants or email strategy before tax season gives you systems, content, and confidence heading into busy months. 
• ❌ If you outsource during tax season: Onboarding takes time. Instead of freeing you, it adds more stress. 

 

Why Onboarding Takes a Full Month

 

Here’s what most firms don’t realize: onboarding with a marketing strategist takes about a month before your first post goes live.

And no, that’s not because we’re dragging our feet. Here’s what happens in those 30 days:

• Research: Reviewing your website, emails, and current accounting firm marketing funnel. 
• Kickoff call: Clarifying struggles, goals, and vision. 
• Questionnaires + brand materials: Gathering your brand guide, values, fonts, and messaging. 
• Content hub setup: Creating a system to keep everything organized. 
• Strategy & research: Crafting a custom plan for your accounting or financial firm (no cookie-cutter templates here). 
• Content creation: Writing copy, designing graphics, creating templates, optimizing for SEO. 
• Review & edits: Making sure your content actually sounds like you. 

This is why financial marketing strategies can’t be rushed.

 

When is the Right Time to Hire a Financial Marketing Strategist?

 

The best time to outsource marketing for accountants and CPAs is before the busy season. That way:

• Your social media marketing is scheduled in advance. 
• You’ve built a custom strategy with a financial marketing strategist who knows your industry. 
• You can focus on client work during tax season without worrying about visibility. 

If you’re already stretched thin, the smartest move is to get ahead of it now, not in February when overwhelm has already set in.

 

Marketing for Accounting firms is essential, but timing matters. Tax season is for client work. Off-season is for building a marketing system that supports you year-round.

👉 If you’re ready to simplify your marketing strategy before the next busy season, Book a Free Call Here