AI marketing for regional CPA firms
You grew by acquiring firms whose partners were the brand in their own towns, and those partners are retiring. Flo builds visibility that belongs to the firm rather than to a name on a door.
MoFlo holds the firm as one brand with every office underneath it, each on its own schedule and settings.
Per office, on one firm standard.
The partner retiring is the brand in that town
Thirty years of relationships in a market, held by one person who is three years from a buyout. The firm bought the client list and not the reason those clients stayed, and nothing published under the firm's own name is building a replacement.
Reputation Sits With Partners
Local standing that walks out at retirement.
Acquired Offices Sound Different
Each with its own voice and its own habits.
Silence In Busy Season
Three months a year when the whole firm stops publishing.
Advisory Underselled
The highest margin work, described on a page nobody reads.
Four apps, one firm, every office
Flo drafts per location on your standard, and nothing publishes until you approve it.
MoSocialPer Office Calendars
A calendar per location, on that market and that client base.
MoBlogsThe Firm's Thinking
Advisory content under the firm's name, not an individual partner's.
MoMailClients And Referrers
Attorneys, bankers and clients, contacted on a firm-wide rhythm.
MoReviewsReplies That Say Nothing
Answer every profile in firm voice, confirming nothing about anyone.
What it publishes across the accounting year
Built from filing deadlines and when clients can actually think.
- Jan to Apr
Busy Season
The months you would normally vanish, published through instead.
- May to Jul
Advisory Window
Clients with capacity to discuss structure, succession and planning.
- Aug to Sep
Extension Deadlines
The second wave, and the content that manages expectations.
- Oct to Dec
Year End Planning
The highest value conversations of the year.
What MoFlo accounts in other industries have measured
Other professional services firms we set up differently
An independent 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 regional firm signs.
Our partners are the brand in their markets.
Which is an asset until it is a succession problem. Content published under the firm's name, from each office, builds something that survives a retirement, and it takes years, so it has to start before the retirement is announced.
Acquired offices all sound different.
Each keeps its own Knowledge base, so a firm that has been in a town since 1974 does not suddenly sound like head office. What standardizes is the quality bar and the compliance language, not the personality.
Nothing gets published between January and April.
Which is when your market is most engaged. Removing the writing step is what makes busy season publishing possible, because approval fits into a week that writing never will.
How do we market advisory across offices?
By publishing the thinking rather than the service. Each office writes about the industries it actually serves, which shows the work a firm-wide page listing advisory as a capability only names.
How is a regional firm priced?
MoMail is $79/mo and MoReviews $99/mo. MoSocial and MoBlogs are $149/mo each, and everything together is $299/mo, free for a week and no contract. One account covers the firm and not a charge per office.
Sources
- 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.
- North Carolina State Board of Certified Public Accountant Examiners, 21 NCAC 08M .0105, read 24 September 2026. North Carolina specific.
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