Marketing for Tax Advisers – Calculate Client Acquisition

The strategy software that translates CLV and Client Value Over the Contract Period

Two Questions to Ask Before Every Marketing Decision

How much does a new client cost through your online and offline channels, and when will it start paying for itself?

YourValidator runs the numbers for you before you approve the budget, using your figures or benchmarks as starting points.

Convincing Partners

Instead of slides, present a calculation during partner meetings that can be updated in real time.

Every assumption is visible, and every question can be factored into the calculation during the meeting.

Attracting the Right Clients

You can see how many clients a budget will yield based on your assumptions,

how much each client costs, and how much each client will generate over the years.

Decisions are then based on a transparent calculation rather than on estimates.

The figures missing from your own firm's marketing

In daily work, reliable figures are everything. In your own firm's marketing, vague assumptions, hard-to-verify promises and gut feeling often decide. The real question stays open: what does a new client cost, and which route there pays off best under your assumptions?

YourValidator makes these assumptions visible and calculates them: traceable and reproducible.

What makes marketing for tax advisers different

Recurring engagements: bookkeeping, payroll and annual accounts often bind clients for many years. Client lifetime value shows what a new client brings in over that time.
Limited capacity: many firms cannot take on unlimited new clients. Target back-calculation shows which budget exactly the number of clients your team can handle requires.
Referrals as a channel: clients, banks, lawyers and consultants refer. The calculator models referrals as their own channel type.

Channels you can calculate

Firm website, Google Business Profile and search ads
Directories and review platforms for tax advisers
Client newsletters and LinkedIn
Talks, for example at founder events or associations
Referrals from clients and network
Regional print and outdoor advertising

Calculating, your own logo and full view are free and may also be used commercially. Pro adds saving and comparing plans, plan vs. actual, backups, import, export and AI functions with your own API key.

Your firm's figures stay with you

The calculation runs entirely in your browser. Your inputs are not sent to our servers.

You do not need client data, only aggregated figures such as inquiries per month, conversion rate or average fee. You do not enter personal data.

What the calculator does and does not do

It calculates deterministically what follows from your figures and assumptions.
It does not predict what will actually happen, and it does not prove what worked.
Benchmarks are starting values. The calculation becomes reliable once you replace them with your own figures.

More examples: use cases.

Frequently asked questions from tax advisers

I am a tax adviser, not a marketing expert. Is the software too complicated?

No. You enter figures you know from your firm: average fee, margin, budget and how many inquiries turn into clients. The calculator immediately shows what follows. Effects such as saturation or seasonality are set with simple selection fields.

My business is built on trust and referrals. Do I need this at all?

Referrals can be modelled as their own channel. You see how many clients they bring under your assumptions and whether additional measures pay off, for example when you build a new advisory field.

How is professional confidentiality maintained?

You do not need client data, only aggregated figures such as inquiries per month or average fee. All inputs stay in your browser and are not sent to our servers.

How is my data protected?

The calculation runs entirely in your browser. Your inputs are not sent to our servers; there is no sign-up, no cookies and no tracking script. Backups (Pro) can be encrypted locally. Only if you use the optional AI input assistant with your own API key are inputs sent directly to your AI provider.

Our capacity is limited. Does the calculator still help?

Yes. With target back-calculation you set how many new clients you can take on and see which budget that goal requires under your assumptions.

Does YourValidator replace our existing marketing tools?

No. CRM, BI and agency dashboards remain the sources. YourValidator is an upstream planning layer: it calculates what a budget yields under specific assumptions before it is approved.

This Software establishes a mathematical foundation with your agencies to ensure that planned and actual figures are always reconciled on the same logical basis.

What does YourValidator cost?

Calculating is free and may also be used commercially. If you want to save and compare plans, compare plan and actual, or use backups and exports, you need a Pro license. Details are on the prices page.

Work through your firm's marketing yourself.

Open the calculator – free, no sign-up See use cases Planning or measurement? The comparison