Built by a CPA, for accounting firms.

Cottonwood Advisory Group was started by a licensed CPA with a Big Four audit and advisory background, after seeing the same pattern again and again: the firms doing the best work were the hardest to find, and the easiest to lose.

Their clients came from referrals. Their websites hadn’t been touched in years. Calls went to voicemail in March, reviews never got asked for, and past clients heard from them once a year, if that. Meanwhile, marketing agencies that couldn’t read a balance sheet were selling them generic packages built for plumbers.

So we built one system, specifically for small accounting practices: a website that starts conversations, a review engine, instant follow-up, and campaigns that follow the tax calendar. One price, no contract, and very little extra work for your staff.

What we believe

• Simple beats clever. If your team needs training to use it, we built it wrong.
• Honesty sells better than hype. We tell you what this will and won’t do before you pay for it.
• Client data is sacred. We never ask your clients to text documents or sensitive information.
• Earn it every month. No contracts, so we have to keep being worth it.