Most accountants struggle to grow advisory services because they’re not visible enough

Here’s the 8-part visibility & conversion system we use at TaxFitness to turn tax planning into a consistent, scalable revenue stream:

1. Monthly email campaigns:
   •  “How a $3,600 strategy saved $22,000 in tax”
   • “The 4 biggest tax planning mistakes in 2025”
   • One tip, story or insight per month.
2. Social media drip content (2x per week):
   • Tax-saving tips
   • Client results
   • Benchmarking insights
   • Bite-sized videos
3. Quarterly webinars (live or on-demand):
   • “Top 10 Strategies for Business Owners to Reduce Tax”
   • End with a simple advisory booking CTA.
4. Monthly newsletter:
   • Sent to all clients—even if they’re not on advisory.
   • Include a “Strategy of the Month” or benchmarking story.
5. In-office marketing:
   • Posters, table cards
   • “Ask us how to reduce your tax by 25%”
   • Success stories + charts your clients can see
6. Time-based campaigns:
   • Repetition around key dates:
     • May–June: Pre-June 30 urgency
     • July–August: Plan the new year
     • November: Mid-year reviews
     • February: Trust distribution strategy time
7. Sales scripts that stick:
   • “This strategy usually saves our clients $10k–$20k.”
   • “Many clients save 2x their advisory fee.”
8. Follow-up system (60–90 days):
   1. Check in with prospects and old clients
   2. Revisit “not now” conversations
   3. Reconnect with clients you’ve done tax returns for

Strategy + consistency = advisory growth.