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Perplexity

AI marketing for CPA firms

You go quiet from January to April, which is precisely when every business owner in your market is thinking about accountants. Flo publishes through it without costing you an hour.

The three months your prospects are most receptive are the three months you have the least capacity to reach them.

Published through busy season.

Every 3 yrs

the California peer review cycle a registered firm must meet to keep an active registration1

Audits

the services that put a firm into a peer review program, with reviews and compilations2

Silent for the three months that matter most

Everybody in your market is thinking about their accountant between January and April, and that is exactly when your firm has nothing left over. The result is a profession that markets in its slow season to people who are not paying attention.

Busy Season Blackout

Three months of silence, aimed at nobody, every single year.

Identical Credentials

Every competitor holding the same license and saying the same things.

Advisory Stays Unsold

Higher margin work crowded out by compliance deadlines.

Clients Only Hear At Deadlines

A relationship that only exists when something is due.

Four apps, one firm, no blank page

You correct a draft instead of facing a blank page, and the voice sharpens each time.

MoSocial

The Firm And The Work

Who works here and how you actually handle a deadline.

MoBlogs

What That Notice Means

The questions clients ring about, answered once and found forever.

MoMail

Between Deadlines

The months nobody hears from you, which is most of the year.

MoReviews

Replies That Say Nothing

Answered without confirming anyone was ever a client.

What it publishes across the accounting year

Built from filing deadlines and your own capacity.

  1. Jan to Apr

    Busy Season

    Published through, because that is when people are looking.

  2. May to Jul

    Advisory Season

    The months clients have the headspace for a real conversation.

  3. Aug to Sep

    Extensions

    The second deadline wave and the expectation setting around it.

  4. Oct to Dec

    Year End

    Planning conversations, which is where the margin actually is.

What MoFlo accounts in other industries have measured

300% more social impressions in 60 days on a high tech account. An 85% reduction in prospecting time on a construction account. Ten minutes of daily outreach on a real estate account.

Other professional services firms we set up differently

A regional firm and a CPA working alone run different setups, so they do not get this page.

Marketing by company size

The same platform, framed by how many people bill, not by what you advise on.

You have questions. We have answers.

The five that come up before a CPA firm signs.

How do I publish during busy season?

By not writing any of it. Approving four drafts takes a few minutes and fits into a fourteen hour day, which is the only reason this happens at all in February.

Everyone in my market has the same credential.

So the credential cannot be the message. What differentiates is the industries you genuinely know and how you communicate under deadline pressure, and both of those are demonstrated, not claimed.

Clients only hear from us when something is due.

Which trains them to think of you as a cost. A firm that sends something useful in June is having a different conversation in January than one that only ever appears with an invoice attached.

Advisory never gets sold.

Because it gets listed instead of demonstrated. Publishing your actual thinking about a structural question is what makes a client ask for advisory, and a services page has never once done that.

What does it cost for a firm?

MoMail is $79/mo and MoReviews $99/mo. MoSocial and MoBlogs are $149/mo each, and all four together are $299/mo, free for a week and no contract. Most firms start with MoBlogs, since the notice and deadline questions are pure search traffic.

Sources

  1. California Business and Professions Code section 5076(a), peer review requirement for firm registration, current as of 1 January 2025, read 24 September 2026. California specific; most states require peer review on a similar cycle with different wording.
  2. North Carolina State Board of Certified Public Accountant Examiners, 21 NCAC 08M .0105, read 24 September 2026. North Carolina specific.

Ready to Grow Your Business?

Find out how MoFlo's AI can take the work off your plate and power your business growth.

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist