10 Lead Magnet Ideas for CPA firm

For US-based small business owners and freelancers, this interactive calculator estimates monthly after-tax cash flow and projected quarterly estimated tax payments. Users can spin scenarios (revenue changes, deductions, bracket shifts) and download a personalized report that highlights tax-saving moves, making it highly shareable and converting users to consultations.

A ready-to-use AI prompt pack that guides users through their expenses to surface every possible deductible category tailored to their industry. It outputs a tailored deduction checklist and a prioritized action list to maximize returns, boosting conversions by promising practical savings and audit-readiness.

A concise 2-page sheet outlining the top year-end strategies, credits, and deadlines for US small businesses. It’s a quick-reference guide that positions the CPA as an expert and includes a clear CTA to schedule a strategy call before year-end.

A 12-month tax calendar with estimated tax dates, payroll tax deposits, and filing deadlines, plus fillable notes and reminder prompts. Reduces penalties and admin stress, and pairs well with an email nurture sequence to convert sign-ups into clients.

A short, user-friendly quiz that assesses multi-state sales tax obligations for US-based ecommerce and service businesses. It outputs a personalized nexus risk score and recommended next steps, encouraging book-a-consult visits for compliance and planning.

A fast, guided 15-minute assessment of bookkeeping quality, tax readiness, cash reserves, and profitability for early-stage businesses. It delivers a simple score and actionable plan, prompting signups for a deeper CPA review or monthly advisory.

A clear, industry-agnostic guide explaining when to elect S-Corp status, payroll responsibilities, and potential tax savings for small businesses. Includes a decision flowchart and practical examples, ending with a tailored consult CTA.

A sector-focused breakdown of common deductible expenses (professional services, ecommerce, freelancing) with real-world examples and a quick audit checklist. Helps owners quickly spot overlooked deductions and positions the CPA as the go-to advisor.

A ready-to-use expense categorization spreadsheet with tax-deductible categories, auto-sum formulas, and sample data to onboard quickly. Simple for solopreneurs and small teams to implement, streamlining tax prep and increasing conversion potential for a consult.

A curated directory of vetted bookkeeping, payroll, tax-resolution, and software vendors tailored for US small businesses. Includes brief descriptions and buying notes, positioning the CPA as a central, trustworthy hub and driving lead capture via download.