Marketing automation for accountants and bookkeepers
Your clients have the same questions every year. Maggie, your AI CMO, turns them into helpful posts for your blog, LinkedIn and Google Business, and nothing goes out until you approve it.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why accounting practices go quiet online
Your work runs on deadlines, and marketing never has one. So it slips, every quarter, until the next busy season is over.
January eats everything
Self Assessment season, year ends, VAT returns. The weeks your clients are most worried about tax are the weeks you have no time to write about it.
Referrals are slowing down
Most of your clients came from a recommendation. That still works, but new business owners now search first and ask friends second.
One wrong line is a real risk
A post that oversimplifies a tax rule, or sounds like personal advice, can mislead a reader. So you either write it slowly and carefully, or not at all.
You answer the same question again
What can I claim? When is my return due? Do I need to register for VAT? You explain it on the phone every week, but your website never says it.
The questions clients ask on Monday are on your website by Friday.
It's the second week of January, three clients have rung about their tax return, and your LinkedIn hasn't moved since October.
You paste your practice's website into cmo.so. Maggie reads it and writes your brand profile: the services you offer, the sole traders and small companies you work with, how you're different from the firm down the road, and the calm, plain way you explain things. You add that you specialise in landlords and contractors.
By Tuesday the drafts are waiting: a blog post on what to gather before you file, a LinkedIn post reminding clients of the Self Assessment deadline, and a Google Business update for people searching for an accountant nearby. Content Policy Guard has held one line that read like personal advice and suggested a clearer version. You approve the rewrite on your phone between appointments.
By Friday the posts are live, each reported back with its link. Next week she picks the next question your clients keep asking, and Search Console in cmo.so shows which answers are being found.
Steady marketing for your practice, even in busy season
Each of those problems has an answer that keeps running while you're buried in returns.
A brand profile that knows your niche
Enter your website and Maggie builds your brand profile: services, the clients you serve, what makes you different, competitors and voice. Contractors, landlords, farms or start-ups, every post starts from it, and you can change any part.
Brand profileAnswers to the questions clients ask
Blog posts on the questions business owners type into Google and AI tools, from expenses to deadlines, published straight to your WordPress, Wix, Webflow or Shopify site, or any site through the cmo.so API.
Blog on autopilotPosts checked against financial rules
Turn on Content Policy Guard and posts are checked against financial rules, or your own. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not compliance advice, so you still read every post.
Content Policy GuardTimed to the tax calendar
Choose the days, times and posts a day for each channel, and plan series around the dates your clients care about, so reminders go out before the rush, not during it.
Autopilot and seriesFound by local business owners
Google Business posts keep your practice active where people search for an accountant near them. LinkedIn posts reach the directors and sole traders who might hire you, with Facebook and Instagram in beta.
Google Business and LinkedInYou approve every word
Approve, edit or skip each post in the iPhone app, the web app, or inside ChatGPT and Claude. Keep approvals on for as long as you like; nothing goes out until you say yes.
ApprovalsYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your practice website to your first tax tips in four steps
Enter your website
Maggie reads it and drafts your practice's brand profile in minutes.
Set your rules
Add your specialisms and turn on Content Policy Guard for financial rules or your own.
Approve your first week
Tax tips for your blog, LinkedIn and Google Business arrive with pictures. Approve, edit or skip each one.
Let it run through busy season
Posts go out on your schedule and each one comes back with its link.
Why not just…
The usual ways practices try to keep their marketing going, and where each one runs out.
…pay a practice-marketing agency?
Agencies for accountants do good work, but SEO and content agencies often cost around £1,000 a month. Maggie writes for your blog and channels every week from £15 a month.
…buy a library of ready-made articles?
Canned tax articles are written for every firm at once, so they read the same on hundreds of websites. Maggie writes from your brand profile, in your voice, about the clients you actually serve.
…ask a junior to post between returns?
It lasts until the first deadline. Then the bookkeeping comes first, as it should. Maggie keeps going through January, and you approve in a tap.
…write it with ChatGPT?
You still brief it, check it, find a picture and post it everywhere yourself. Maggie runs the whole loop, remembers your practice, and can hold a risky line before you see it.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for accountants: your questions
Still unsure?
What is marketing automation for accountants and bookkeepers?
It's software that does the repeating work of marketing a practice: planning topics, writing blog and social posts, making pictures and publishing them on schedule.
With cmo.so, Maggie does all of it from your practice's website, and nothing goes out until you approve it.
How do accountants get more clients online?
Accountants get more clients online by answering the questions business owners search for, regularly and in plain words, on their own website, LinkedIn and Google Business profile.
Maggie writes those answers every week from your brand profile, so people who search for help with a tax problem find your practice.
Is AI marketing safe for an accounting firm?
AI marketing is safe for an accounting firm when a qualified person reviews every post before it goes out. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break financial rules as a draft with a suggested rewrite.
Content Policy Guard gives AI suggestions, not legal or compliance advice, and it does not make a post compliant on its own. You stay responsible for what you publish.
Can Maggie write about tax deadlines and changes?
Yes. Maggie can write timely posts around dates your clients care about, such as the Self Assessment deadline, and you choose when each channel posts.
Check every figure, rate and date before you approve a post, as tax rules change and your own advice should always win.
Which websites and channels does it work with?
Websites: WordPress, Shopify, Wix, Webflow, and any other site through the cmo.so API.
Channels: LinkedIn and Google Business, with Facebook, Instagram, YouTube and TikTok in beta. Search Console and AI visibility show what your posts bring in.
How much does marketing automation cost for a small practice?
cmo.so has a free plan with no card needed. Paid plans are per website and billed monthly, starting with Air at £15 a month for two posts a day, and Pro at £45 a month for a growing practice.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Will posts sound like our practice and not a template?
Yes. Maggie writes from your brand profile, which holds your services, the clients you work with and your voice. You can edit the profile and any post, and she learns from your changes.
What happens to our data and our clients' data?
cmo.so never sells or rents your data. Maggie works from your public website and the brand profile you check, so there is no need to share client records.
Search Console data is only used to show your own results and plan your content, never for advertising or to train AI models.
Be the practice people find before the deadline
Enter your website. Your brand profile and first week of tax tips are ready in minutes.
- Free plan, no card needed
- You approve every post
- Cancel any time