Social Media Marketing that Converts for Accounting Firms

Social Media Marketing that Converts for Accounting Firms

networking events

Just make sure you choose items that are relevant to your target market. You need to be a bit more creative in positioning and presenting your accounting services to stand out in the market. Our focus here has mostly been on digital marketing, but that doesn’t mean that you should eliminate offline marketing. A clear target allows for a compelling value proposition and resonant ad copy.

An important note: when dealing with sensitive information, such as financial planning, taxes, and regulations, your social media posts need to be compliant with SEC regulations. Content marketing also improves SEO. If you can develop and align yourself with these professionals listed below, you can have a great way to send business back and forth.

When submitting proposals to speak at events, make sure you highlight your experience and expertise. By avoiding these common mistakes, you’ll be well on your way to success when marketing your accounting services. You can use common questions as headings to attract more traffic to your site.

Of course, you need to be wary about how much money you invest in paid ads, as just because they might be driving traffic to your website does not mean they are creating leads. Marketing has evolved into its own discipline, but paid advertising is still necessary in the world of digital marketing. Our detailed guide will provide you with innovative strategies and tools to empower your accounting firm, enabling you to craft a unique brand identity and employ effective marketing techniques.

Social Media Marketing that Converts for Accounting Firms - networking events

  • corporate events
  • internet marketing
  • tips


For example, an accounting firm that works with farming businesses might participate in agricultural conferences. One great way to attract new clients is by sponsoring an event. You may also decide to inform clients via an email campaign and provide them with a link to your online referral form.

Social Media Marketing that Converts for Accounting Firms - client success stories

  • social media
  • corporate events
  • internet marketing


An email has an average ROI of 4000%, meaning that when you spend $1 on an email you can expect to earn $40 in return. While we’re not yet at the point where AI can replace the human touch, there are some tools that are new in 2023 that have the potential to streamline marketing for accounting firms.

We’ll get into more detail on many of these points, so you'll understand how to implement them in your digital marketing strategy. What are some other ways you can help your clients?

You should think about what you want for your business and then you can use your desired results to reverse engineer your SMART goals. Initiate the process by creating 2-3 visual brand concepts that align with your firm's values and target audience.

We assist accounting, tax, and business consulting companies in the USA and Canada with practical marketing advice and a clear roadmap for achieving success. No need to sacrifice more billable hours. If you're weary of temporary marketing strategies and seek a long-lasting solution for promoting your financial business, you're in the right place.


You might search for:

  • marketing for accountants
  • marketing for CPAs
  • marketing for CPA
  • accounting firms
  • marketing strategies for accounting
  • firms marketing your accounting firm
  • digital marketing for accounting firms

Leading SEO Tactics for the Accounting Industry

Running a social media contest or an email giveaway can help take someone hesitant about engaging your services and turn them into a paying client. TIP: Utilize a clean, crisp design that focuses on the top three items needed on any accounting firm homepage: your contact information and clear, engaging options that tell visitors what they can do next (e.g., browse your services, learn about your firm’s talent, read client testimonials, make an appointment, and so on). Each page should be targeted to local keywords such as:You also need to set up a Google Business Profile. None of these things should be done without careful thought.

The bottom line is that remaining relevant in the accounting profession is a never-ending process. Additionally, utilizing referral programs and creating content related to taxation topics can also help you reach potential clients. By focusing on topics relevant to clients, you’ll pull in readers and develop a reputation as a firm who’s an authority on subjects that are top of mind for today’s business owners and individuals.

A successful newsletter extends beyond being a lengthy advertisement for accounting firms. Sometimes, media exposure online may be as simple as a backlink in an industry publication or online newspaper. Therefore, understanding the target market’s mindset is crucial for crafting ads that cut through the noise and make an immediate impact.

You need to include information that people can connect to. Social media marketing is an essential digital marketing strategy for accounting firms, as it allows them to stay connected with their customer base, build relationships with potential customers, and engage with key industry influencers. For example, in 2020, many accounting firms created resource pages to help their clients find information about COVID-19 tax and financial resources.

How to Harness the Power of Digital Marketing for Accounting Firms

Branding and marketing are essential for any accounting business that wants to succeed. Some people may feel uncomfortable about self-promotion, but consider that anyone else winning the award would have been nominated in the same manner. Upselling for accountants involves offering additional services or features to existing clients that go beyond the scope of their initial engagement. Your plan will outline who you want to reach, how you will reach them, and how much you will invest to reach them.

If you’re not sure you want to run your firm’s social media presence, you can hire a social media consultant to manage it for you. To make decisions, all of us sift through mass amounts of information quickly throughout our day, there is no exception for people seeking accounting services. This means that a sizable portion of your audience is using voice search to find the services they need online.

There’s a lot that goes into running your own firm. Our content marketing strategies include blog posts, social media campaigns, videos, and infographics that showcase your expertise and provide valuable insights to your target audience.

Social Media Marketing that Converts for Accounting Firms - networking events

  • client success stories
  • social media
  • corporate events
Marketing directly to mobile users is already important and will become increasingly so, as mobile's share of the advertising market increases.

If you want to test the waters and see whether podcasting is a good fit for you, see if there are industry-leading podcasts you can be a guest speaker on first. I’d say start with a plan and some goals, it doesn’t have to be war and peace but even an outline will help to set the direction and purpose. One way that accounting firms can leverage webinars to their advantage is by tying the webinar to the services they provide.

How to Harness the Power of Digital Marketing for Accounting Firms

Join a Local Networking Group

A well-designed inbound marketing strategy can help you connect with your audience, build trust, and convert casual visitors to your website into long-term paying clients. Let's take a minute to talk about why building a presence online is essential. Accounting marketing is the process of creating and executing a marketing plan to generate leads, grow your client base, and build your brand. You already know that your accounting website must be mobile-friendly, but you need to go beyond that if you want to grow your company.

What should you do if you get one? Email newsletters are a powerful way to stay in touch with your customers and grow your client base. Identifying your target audiences is another critical aspect of your strategy.

One of the biggest mistakes we see accountants make with their marketing is focusing on keeping up with their competitors. If you choose to work with an outside consultant, carefully consider what claims they are making and the timeline for seeing results. Your service labeling should point out the benefit of the service as much as possible, rather than labeling the service in line with your actual task (which almost all firms do).

Be creative! Your website should include details about your education, certifications, experience and areas of expertise. Carefully evaluate each visual brand concept, considering its relevance to your target audience and its potential to convey your brand message effectively.

Marketing For Accounting Firms

Raise your profile in the community

You’re offering real service value and improving people’s lives. Direct mail marketing can be extremely useful for accounting firms, particularly those who may be targeting older clients whose web use may be limited.73% of American consumers say they prefer to receive marketing materials via direct mail because they can review any time. Hopefully, a portion of that traffic will get converted into leads. When we look at these tips holistically, an important common thread runs throughout — analytics.

Attention small businesses and dedicated bookkeepers! Marketing firms provide valuable services that include tax preparation and estate planning. Your website needs to have a few key items to be effective.

The first step is to identify which social media sites your audience uses so you can include them in the digital marketing for your accounting firm. When you support the community and get involved in local events, you increase the chances that your firm will be mentioned in the newspaper. To get more chances of successful referrals, send this email each time you complete a service for a client (modify as you see fit):We appreciate your business and we want to thank you again for selecting us for your tax preparation services.

Individuals and businesses need accounting services, but they often turn to the Internet for information on what they can do on their own. Effective networking isn’t about amassing numerous connections; it’s about identifying the right individuals to connect with. Direct mail marketing has a 29% ROI, which means you’ll earn $1.29 for each $1 you spend.

Raise your profile in the community
Quality SEO for Accountancy Excellence
Quality SEO for Accountancy Excellence

Research shows that people who read a piece of content will remember only 10% of it three days later, but when an image is included, they remember 65% of what they read. Research shows that 84% of all consumers say they were convinced to buy a product or use a service after watching a video. You might even consider getting testimonials from past clients that you’ve worked with.

For example, someone looking for an accountant to help them prepare their taxes might search "tax accountant near me" if they were using text to search. Offline strategies like networking events, direct mail campaigns, and print advertising should also be utilized.

Choose a consistent theme to set expectations—whether it’s weekly business tips or curated industry news. Viral marketing involves the creation and promotion of content or campaigns that have the potential to rapidly spread and be widely shared among your target audience.

To use video content to your advantage, create videos about the topics and questions your audience is already searching for. How will you brand yourself?

Frequently Asked Questions

Challenges in marketing for accounting firms may include compliance regulations, navigating ethical considerations, managing online reputation, and staying updated with evolving industry trends.

Small accounting firms can compete through effective marketing by emphasizing personalized services, leveraging local community connections, and utilizing cost-effective digital marketing channels.

Employing analytics allows accounting firms to measure the success of their marketing efforts, providing actionable insights to refine strategies, optimize performance, and maximize return on investment.