Seasonal Marketing Ideas That Actually Work for CPAs
When clients are in vacation mode, it’s tempting to put your firm’s marketing on hold. But here’s the thing, the competition is doing just that. Which means this is your chance to stand out.
Summer marketing doesn’t have to be flashy—it just needs to be consistent, creative, and client-focused.
Download the campaign and planning guidelines to help you plan.
Seasonal Campaign Ideas for CPAs
Below are fresh, seasonal campaigns CPAs can launch now to keep leads warm, build relationships, and strengthen your brand—without overwhelming your team.
1. “Back-Burner Project” Campaign
Everyone has that one financial task they’ve been putting off.
Launch a quick email or social media campaign that encourages clients to finally tackle their “back-burner” projects:
- Catching up on reconciliations,
- Filing overdue business licenses,
- Organizing digital receipts, or
- Reviewing S Corp election deadlines, etc.
Create a short worksheet or offer a discounted summer session to help knock it out.
2. “Read This, Not That” Financial Summer Reading List
Position your firm as an educational resource—with a twist.
Create a curated reading list of quick, summer-friendly business reads, blog posts, and podcasts:
- “Top 3 Articles Every Business Owner Should Read This Summer”
- “Best Podcasts for Entrepreneurs Who Need a Tax Tune-Up”
Publish the list in a blog post or downloadable PDF and invite clients to share their favorites too.
3. “Picnic with a Pro” Event (Virtual or In-Person)
Make your next client touchpoint casual and memorable.
Host a short, informal summer lunch-and-learn—virtual or in-person—on a topic like:
- “What Business Owners Get Wrong About Estimated Taxes”
- “3 Money Moves Before Summer Ends”
- “Ask Me Anything: Finance Edition”
Send UberEats gift cards to attendees or encourage a bring-your-own-lunch format for low overhead.
4. “Tax-Free Weekend” Service Package
Give clients a reason to act now—while tying into something seasonal.
Many states offer back-to-school or tax-free weekends. Use that as inspiration and promote a limited-time, reduced-rate package such as:
- QuickBooks Clean-Up,
- Payroll Review, or
- Entity Evaluation Consults.
Use language like “Tax-Free Weekend for Your Business Books” to create urgency.
5. “Local Business Spotlight” Series
Get visibility by giving it by partnering with a few local businesses or clients. Then, spotlight them in your newsletter or social media.
Benefits:
- Builds goodwill,
- Taps into new audiences, and
- Positions your firm as community-focused.
Highlight businesses that align with your niche or firm values and tag them in your social media posts for extra reach.
6. “Summer Startup Kit” for New Clients
Not everyone takes the summer off—many are launching something new.
Create a starter kit for entrepreneurs or new business owners that includes:
- A downloadable checklist of first-year financial tasks,
- A 30-minute consult offer, and
- A mini onboarding series via email.
Promote the kit through local startup groups or your referral partners.
Give Them a Reason to Engage
The leads are out there—you just need to give them a reason to engage.
Whether you’re educating, entertaining, or empowering clients, these campaigns will help your firm stay visible, relevant, and ready for fall.
Want help launching one of these campaigns?
Let’s chat about how to make summer work for your firm.