Turn planning interest into a stronger first meeting
Use an incoming planning request to give owners a clear checklist, useful context and a reason to arrive ready for the conversation.
Accounting & CPA practices
AI marketing for accounting firms.
Grow the practice beyond tax season.
Goosy helps a modern practice turn its point of view into useful articles, thoughtful email, consultation destinations and an organized path for the conversations that follow.
Useful expertise deserves a useful next step.
More of the work that grows your business.
Keep advisory visible after filing season
Build a useful article, email and consultation path around the business decisions owners are making next.
Make the practice easier to choose
Give prospective clients a calm, informed path from their first question to the planning conversation that fits their business.
See the possibilities · Ledger & Light
Modern CPA and advisory practice marketing example
Ledger & Light opens a steady advisory conversation after the filing rush.
When Ledger & Light adds a prospective planning contact in TaxDome, Goosy combines that new-contact signal with the service interest captured at intake to build a quarterly-planning invitation, a useful checklist and a consultation page.
Made to catch the eye.
An original short ad brings the Ledger & Light invitation to life.
In this clip
Bring the next business decision into clearer focus.
Article
What to bring to your quarterly planning conversation.
Bring the reports you already use, the decisions ahead and the questions that keep repeating. We will use the conversation to understand the business context and prepare the right next discussion.
Make the next quarter easier to steer.
The filing deadline is not the only moment worth planning for. Ledger & Light has a short quarterly conversation checklist for owners who want a clearer view of the decisions ahead.
Consultation page
Bring the next business decision into focus.
Tell us your business type, current reporting rhythm and the question you want to explore. Our team will confirm whether a planning conversation is the right next step.
Original marketing example
From a TaxDome planning contact to a prepared consultation
- 01
A new TaxDome contact starts the planning path
The connected TaxDome contact-creation event starts the workflow. The planning interest recorded by the firm tells Goosy which invitation and checklist fit.
- 02
Goosy turns context into preparation
Goosy shapes the planning checklist, advisory email, useful article and consultation destination around the practice’s expertise.
- 03
Owners find the right conversation
The prospective client receives a clear preparation path and a direct way to request the planning conversation their business needs.
- 04
The practice builds the next advisory theme
Ledger & Light turns the questions arriving through planning consultations into the next useful point of view for its market.
Practice work, connected without flattening the expertise
Goosy supports the marketing system around an accounting practice; professional judgment and client-specific advice remain with the practice.
- Content & creativeTurn approved expertise into articles, email and visual stories.
- Websites & funnelsBuild a focused consultation destination behind the content.
- PublishingReview and schedule work through an accountable rhythm.
- Grow CRMGrow is Goosy’s optional CRM, email marketing, sales and automation add-on for consultation contacts and follow-up.
A few things you might be wondering.
What happens after someone asks for quarterly planning?
They receive a clear preparation path, share the context the practice needs and book the conversation that helps both sides begin well.
Can this make advisory work visible after filing season?
Yes. Quarterly planning, reporting rhythms and owner decisions create a steady set of useful subjects for articles, email and consultation campaigns.
What should the first planning email include?
A concise welcome, the question the conversation can help unpack and a practical checklist give owners a useful reason to take the next step.
What does Grow add?
Grow is Goosy’s optional CRM, email marketing, sales and automation add-on when consultation contacts and follow-up need a shared home.
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