CPAs, mortgage brokers, insurance agents, financial advisors. Different rule books, same problem. Most marketing here either ships in-bounds and produces nothing, or produces something and gets the firm fined. We do neither.
Three things that make this category mean something different than "small business marketing." If your last agency didn't have an answer for these, that's why the math broke.
Every claim, every testimonial, every social post can trigger a compliance review. Most marketing agencies don't read the rules and either play it so safe nothing ships, or get you fined. We've worked through both — there's a middle path most firms miss.
Nobody picks an accountant or financial advisor from a Facebook ad. Or a mortgage broker mid-application from a pop-up. The decision is slow, multi-touch, deeply skeptical — and most attribution models can't see it happening.
Your prospects already get five 'tax season tips' newsletters a week. Generic financial content is invisible noise. The clients who convert are reading something specific to their stage, structure, or filing situation.
Four moves, in this order. Compliance built in. Educational content next. Then referrals compound. LinkedIn fills the gaps.
Pre-cleared content libraries, audit-ready archives, version-controlled disclosures. We build the review pipeline with whoever reviews your work — your CCO, your principal, your attorney — so velocity goes up and exposure goes down. Same week.
Stage-specific content: small-business tax planning, first-time homebuyer questions, retirement transitions, business sale prep. Written for the person reading it, not for the keyword they typed two months ago.
The 80% of your clients that come from referral, productized. Quarterly value drops to your COI list, joint-event runways, branded education they can hand a client. Built to compound.
Going after the right LinkedIn audience: small business owners, professionals, families in transition — the people you actually serve. Multi-touch sequences with real humans on send, not lookalike audiences and form fills.
Small CPA firm, 4 partners. We started in October with an educational content engine and a referral funnel into the firm's existing COI list. By April 15, 47 new retainer clients on the books and a 5.5× return on the year's retainer.
"Our prior agency wouldn't touch the compliance side, so we never shipped anything. Digityza built the workflow with our review process. We went from one blog a quarter to weekly, and the season's pipeline tripled."
— MANAGING PARTNER, 4-PARTNER CPA FIRM
Flat fee, no hidden fees, you own the content library, the COI database, the LinkedIn workflows, every disclosure file. We tell you the number on the call.
