You can make connections, grow your network, and slowly build up your reputation. The best referral relationships are when you have a complementary business where you can both help each other. Keep an eye out for consultants, lawyers, and other service providers in your space who would know who needs help with accounting. If you’re looking to add clients immediately, organic traffic is not the best route. This means you don’t have to pay for them, and it means when they engage they are the ones looking for a solution. Meaning if you get a lead from an inbound source, they are much more likely to be interested in services than in an outbound situation. I like choosing revenue, because it’s more concrete and all clients aren’t created equal.

Researching and using the right keywords to increase traffic to your site. Google Ads Your all-in-one Google ads tool is here–create and optimize text ads to get more ROI. Website SEO Drive more traffic to your site with both built-in and customized SEO tools. Pay-per-click advertising, or PPC, is a form of online paid advertising in which you’re charged only when someone clicks on the link in your ad.

How To Bring In New Accounting Clients

A webinar is a like a seminar but you deliver it online instead of in person. Find a topic that’s relevant to your target audience, then talk about it.

As you are launching your new firm, your clients and referral sources need to hear from you now more than ever across all of your communication channels. Let us assist you in setting a secure foundation for the successful communication of your firm’s value. Search Engine Optimization is a crucial component in helping your potential clients find and validate your website. Our team of SEO experts ensure that your site will appear to those that matter.

From near-bankruptcy in 1997, the company now posts quarterly revenue figures in the tens of billions of dollars. In fact, its 2020 Q1 revenue alone reached a whopping $91.8 billion. And this simple press release generated a ton of buzz at the time. I was interviewed for various news outlets, I was featured on many websites and I got a bunch of leads. I released my first press release online back in 2013. I had just started my firm where I was initially targeting technology companies. Each week I send firm leaders a brief email highlighting the top 5 pieces of content that I’ve found that helps their firms modernize.

Create Seo Optimized Content

Show your clients that you’re not just any old accounting firm. Tell stories and find ways to take them on a journey with you.

Just send a few per day, introducing yourself to people in your niche. All that being said, I do believe there is a place for sales development when it’s done properly. So I want to say that I also hate this, and please don’t go out and blast a ton of people with spam. As mentioned above, this is where CAC really comes into play. Make sure you have a budget, and experiment with advertising.

Five Strategies To Grow Your Cpa Firm

During this stage, you’ll want to research your target market, determine your responsibilities, set your deadlines, and more. It’s a lot of prep work, but it’ll help you make the most of CPA firm marketing.

We built a detailed ideal client profile and out of this process identified a number of unmet needs where the CPA firm will offer high-value services. First, regarding client acquisition, the CPA industry is unique. Of all the professional service channels we serve, the CPA industry is the only one where federal and state government agencies create demand for a core offering – tax returns. The good news is that federal and state governments are not likely to stop demanding tax returns any time soon. Usually this is not the fault of the marketing or business development staff. I’ve worked with numerous wonderful people in these roles who have the best of intentions and who are perfectly capable. But usually they do not have enough influence at the senior level to effect real change or enough experience in the process of reigniting growth.

Blogging Is An Important Part Of Your Accounting Firm Marketing

Your marketing strategy should include email, as well. It’s also wise to stay connected in your community and offer keynotes at industry events. Becoming a prominent speaker at relevant conferences or gatherings is a sure sign for the savvy client that you are somebody to work with.

Remember to utilize professional networking services’ such as LinkedIn for endorsements’ and recommendations and Place testimonials on your firm’s site. Don’t you ever adopt the “wait-and-see” approach with referrals. Ask your most trusted customers to spread the gospel regarding your accounting firm. I don’t think you can find a better salesperson, compared to your satisfied client. Your customers do not exist in an exclusive alliance with you. They also interact with other companies of all sizes and shapes. Their recommendations on your firm can add significant value to your reputation.

Local Seo

In a single, well-produced overview video you can combine client testimonials, interviews with your principals and shots of your team in action. Rebranding requires a specialized set of expertise and experience that few, if any, CPA firms have in-house. The difference between high-growth and average-growth firms lies in their marketing. High-growth firms invest more in marketing – both time and dollars – and as a result they are able to achieve extraordinary growth rates. In short, the marketing decisions you make can dramatically affect the growth and profitability of your firm. In this age of digital marketing and technology, any social media marketing for accountants’ strategies deployed here will largely depend on who your audience is.

PSM’s support is tailored to the specific needs to the firm and their specific team’s needs. Keeping in touch with customers willing to share information about your services makes Facebook and Twitter appealing to accountants.

How Do We Drive Results For Cpa Firms?

Consider working with a graphic design firm to really make your materials stand out. Make sure your materials accurately reflect what your firm is capable of and who you are. New Email Marketing Ideas for Your Accounting Practice. Email marketing is one of the best drivers to increasing brand awareness. The key to a successful email campaign is to offer useful and relevant information that spurs your clients into action. Sending seasonal reminders increases engagement with your practice.

• We develop CPA firm marketing and business development programs designed to help public accountants and their businesses grow faster and in the right direction.
• This is also a good way to gain new prospects and direct them to your website.
• Find someone with expertise like Lift Digital that works with and has worked with accountants in all corners of the country.
• This new approach can have a major impact on a firm’s reputation, visibility, new client acquisition, service offerings, pricing, client retention and recruiting.
• What’s more—it can curate a long-term relationship for bookkeeping, advisory work, or future tax work.

Your marketing plan should include a robust array of digital strategies designed to help you grow your firm and increase your profits. One of the biggest mistakes we see accountants make with their marketing is focusing on keeping up with their competitors. It’s about serving your audience well, whether you do that via email marketing, social media marketing, or search engine advertising. Your potential clients are out there, and they want to hear from you.

Convert The Audience At Speaking Gigs Into Leads

Marketing content for your firm might not be top of mind for most accounting professionals but freshly written and targeted content is key for a successful CPA firm. A true partner that looks after your best interests well beyond marketing. Our expertise is marketing, but we have worked with countless businesses to provide their senior teams with leadership and guidance when required. Working with groups of accounting professionals with common audiences for marketing in order to develop strategies to win new business.

• In that time we grew to over $1.5M in revenue, several hundred clients, and were named Xero’s US Accounting Partner of the Year in 2016.
• If you’re curious to see my SEO blog formula for how you can use this method yourself, you candownload my 15-Step Blogging Formula guide.
• As a reminder, any post you create should have either an image or a video with it, since visual content gets far more engagement than plain text.
• SEO can drive people to your website, but as a professional service firm, you’re not selling a product, you’re proving your expertise.
• I see too many accounting firms rush from tactic to tactic without any real plan in place.
• Make sure you have a budget, and experiment with advertising.

Finally, one of the most important parts of any SEO strategy is creating a strongbacklink profile. Marketing tips written by Karen herself, sent out every Saturday to keep you inspired and taking marketing action. Become brand sponsors for your local events like carnivals.

Well-written, well-researched content allows your firm to establish itself as authority on accounting topics. It enables you to forge new connections online, expanding your company’s reach in the process. Becoming a go-to source on financial matters benefits you in numerous ways. For one, your firm will be the one clients seek out when they need advice.

For example, you can host a free Q & A session inviting people to ask finance-related questions. People are likely to respond to this because it offers them something of value for free. On your end, it shows prospects accounting firm marketing ideas your skills and expertise without marketing to them directly. These technical aspects of SEO might seem nitpicky, but they’re essential if you want to make sure your potential clients can find you online.

Not a theoretic marketing plan that takes months to build and contains no practical advice. Law firm management consultancies have long held that law firms should plan on spending about 2 to 5 percent of gross revenues on their marketing efforts. A law firm marketing budget typically covers costs for advertising, promotion and public relations. Accounting Firm name analysis If you’re still stuck on creating some name ideas, here’s a breakdown of some of the top brands and businesses in the industry. Here I’ll explain why the name works for that company, and how the name appeals to customers. In Twitter, add hashtags which are keywords with a # pound sign typed before the word. #accounting #tip #taxday are examples of hashtags you could add to your Twitter posts.