How to Market an Accounting Firm to Get More Clients

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Do we need marketing for accountants? If you want your accounting firm to grow and attract new clients, you need to have a solid marketing strategy in place. Ideally, you’ll do such an amazing job for your clients that they’ll recommend you with glowing reviews to all the people they know, resulting in a kind of snowballing growth – but you still need a set of tactics to get your first consistent clients in place.

What’s the best way to marketing for accounting firms? Learn the marketing strategies for accounting firms and accounting marketing ideas.

How to do accountants marketing

Get the Right Credentials

Your first job is to get the right credentials in place. If you want people to take you seriously as an accounting professional, you need to be formally certified in your expertise area. For example, you may need to become a certified management accountant (CMA), which requires you to have a four-year degree, collect many hours of accounting work experience, and pass an intensive exam. It’s a tough process but necessary if you want to appear trustworthy and capable to your clients.

Establish A Portfolio

It’s also helpful to have a portfolio in place when creating an accounting firm marketing plan. Collect examples of your best work from previous dealings and showcase it however you can. In many cases, this means highlighting some of the clients you’ve had in the past. Consider collecting testimonials from these clients – and be prepared to showcase them on your website or provide them if requested.

Develop A Target Customer Profile

Before you get too deep into the process of creating a marketing strategy, you need to know who you’re marketing to. Who are the people you’re hoping to reach? Who are your target clients? Too many accounting firm owners try to appeal to the masses when it’s much better to focus on a single, niche audience.

Create a customer persona for your target audience and do your market research to back your claims. Once in place, you’ll be capable of crafting much more targeted, effective messaging.

Build A Business Website

Today, marketing accounting services have become essential. These days, most successful marketing campaigns are executed online. Everything begins and ends with your website, so spend time making it right. Free website builders make it easy to design a website from scratch, even if you don’t have experience creating your own website. Just make sure the finished product looks professional – and has plenty of opportunities for your visitors to convert.

Choose the Right Marketing Channels

For your website to be effective, you’ll need various CPA firm marketing strategies to draw people to it. You should go with digital marketing for accountants. These are some of your best options for accountants marketing:

  • Search engine optimization (SEO). Search engine optimization (SEO) uses a blend of technical onsite changes, ongoing content development, and link building to increase your visibility in search engines. When people in your area search for local accounting firms, SEO & Local SEO will make sure your firm is at the top of the list.
  • Content marketing. Content marketing is an element of your SEO strategy, but it can also function as an independent marketing strategy of its own. Develop high-quality content that people want to read, and you’ll build a much stronger reputation – and attract the right customers to your brand.
  • Pay per click (PPC) advertising. SEO and content marketing takes a long time to develop, but what if you want something faster? PPC advertising is slightly more expensive, but it’s much more immediate.
  • Social media marketing. It’s also a good idea to establish a social media presence – even if you don’t market or advertise there aggressively. You can take advantage of Linkedin, Facebook, Twitter, etc. If you decide to expand, this can be another great marketing channel.

Professionally Network

If you’re having trouble landing your first few clients, consider professionally networking. Go out to networking events or spend time on social media reaching out to new people, both inside and outside your field. You’ll likely discover countless people who fit your target demographics – and need accounting services. If not, you’ll expand your network anyway – which can be valuable for finding future clients as well as employees, vendors, and partners. It works when advertising for accountants.

Create A Referral Program

One of the best ways to grow an accounting firm is with the help of referrals. Your existing customers are already happy with the way you’ve helped them, so they’ll be likely to give you a warm, glowing review. They may also know customers similar to them, helping you find good fits for the business. Incentivize referrals by giving a bonus to the referring parties, such as a discount on future services. If you keep doing a good job for your clients, your business can grow rapidly after your first few client interactions.

Growing an accounting firm is a process that takes time, so don’t try to rush things. Get to know your target customer and your long-term goals, and develop a series of strategies that has the highest likelihood of helping you succeed.

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Vinay Prajapati
A digital marketing scholar by choice and tech-savvy by habit. A NIFT Alumni who's consulting and nurturing many fastest growing businesses and blogs.

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