Marketing for Accounting Firms

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Having your staff ask clients to leave reviews at the right time — meaning when they’re happy and satisfied with your services — is essential. Make sure to track the results of the content you post through Facebook Insights. You will notice which content gets the most attention and you can use the data you collect to refine your digital marketing strategy. While blogging is not a new marketing strategy, it remains one of the best ways to add fresh content to your website and give potential leads an easy way to find you. Content marketing also helps your business build trust and gain interest from potential clients who have yet to decide if they need an accountant.

Collaborate with thought leaders in the accounting industry

Quarterly follow-ups strike a balance between staying engaged with leads and avoiding the perception of being too intrusive or aggressive. You don’t need software for this, and I guarantee you’ll see growth and get a few hits with this tactic. If you can get invited to speak at different events (and sometimes you need to invite yourself!), you can get in front of an audience that you might not have had access to previously.

Social Media Marketing for Accountants

You might also try co-sponsoring an event or guest blogging on each other’s websites. Local SEO is the best way to target people in your area that are using a search engine to find accounting/financial information. If people can’t easily find, read, and navigate it, they’ll look somewhere else for the accounting services they need.

  1. If you provide it, they’ll find your website and you can connect with them.
  2. To measure the success of your blog, it’s important to monitor and analyze your results.
  3. Creating and sharing the right content can help you attract more visitors to your site and ultimately, more clients to your firm.

Content Marketing for Accounting Firms

You could do well by marketing your services to other healthcare professionals. At Breakaway, my team holds a weekly meeting called Marketing and More. We go over updates on audience engagement, troubleshoot marketing tactics, and share resources. Occasionally, we’ll invite outside experts to speak on topics such as LinkedIn profile building, or how to lead an effective Zoom meeting. With these digital marketing tips, you’ll be filling up your calendar with potential client consultations in no time. And converting them into long-term clients will be a cinch.

Write guest articles on finance publications

Marketing for accounting firms includes making the most of what you already have. Intelligent marketing to your existing clients can be highly profitable. While organic marketing efforts are crucial, paid advertising can also significantly drive growth for your accounting firm. It’s a more traditional way to market your services, but effective when done right. Become the go-to resource for bookkeeping and accounting needs by offering practical, actionable advice in your blog posts. Whether it’s tips for effective budgeting or decoding complex tax regulations, your content should provide genuine value to your readers.

What Is Marketing for Accountants?

Keep your branding and messages consistent across all these channels. When a business hired an accountant, that partnership tended to last. The word “networking” can strike fear into the heart of even the most seasoned accountant.

Successful accounting marketing is fully within your reach. For the ones that take longer to execute, I’d start with 1 or 2 that you feel mesh well with you, and your accounting firm and get those working right. The key to having successful accounting marketing is to try to avoid doing too much at once as you’ll get flustered. A giveaway campaign for accountants involves a promotional strategy where accountants or accounting firms offer free products, services, or incentives to their target audience. If you decide to try co-marketing, think about other companies that offer services your clients might use. For example, you might pair up with a law firm that does estate planning and create a piece of content aimed at people who need both an accountant and an estate attorney.

So learn about your target market and the companies that operate within it. This will give you the edge over firms that assume every business is the same. This doesn’t mean you must become an expert in their field. You don’t have to be an engineer to understand the accounting needs of an engineering firm. But the more you understand the issues they face, the better your marketing will be.

If you’re doing annual tax returns for a client, perhaps you could offer payroll services too. And if you already do their payroll, offer your business planning services. It’s easy to get fixated on online marketing, but other methods are effective too. Consider local radio, newspaper, magazine and TV marketing opportunities. They must be well written, properly targeted and useful to the recipients. Write about tax deadlines, budget effects, new tax laws and anything else you think your clients will be interested in.

While in-person events are often used to attract business, the events of 2020 and 2021 have given new importance to online events. Zoom conferences and meetings provide people with a way to gather and exchange ideas online. Digital PR may also include tactics to increase your media exposure. Sometimes, media exposure online may be as simple as a backlink in an industry publication or online newspaper. You might appear on an accounting podcast or an interview with the local news. Anything that raises your online profile can qualify as Digital PR.