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5 Effective Marketing Tips Every Accounting Firm Should Employ
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5 Effective Marketing Tips Every Accounting Firm Should Employ

  •   Gemma Walker
  •   Apr 06, 2018

Digital marketing Tips for Accounting Firms

Marketing is a crucial part of any business, and bookkeeping firms are no exception. In today’s competitive SEO landscape, it may seem overwhelming to market accounting and CPA firms, but honestly, it isn’t as intimidating as it appears to be. To grow a bookkeeping firm into a million-dollar business, three things are necessary: A big database of existing and potential clients, a well-defined brand that reflects you and your business, and lots of marketing activity.

As far as marketing is concerned, there are numerous easy yet effective digital marketing tactics that you can employ to market your bookkeeping firm wisely in this technologically savvy era. So, let’s waste no time and dive right in!

   1. Start by identifying your target audience  

At first, this may seem like a fairly simple task, but when you dig deeper, there is actually a lot to consider. Here’s what you need to do: Identify and research your potential customers as well as competitors. Compile a list of differentiators that separate you from other firms and provide the value your audience seeks.

 identifying-your target audience

Remember, not all prospects and customers are created equal. You can perhaps place your patrons into three different groups: Not So Average, Average, and Great. Specifically, you can create the content format (blog posts, newsletters, webinars, YouTube videos, SM posts, etc.) based on your audience preferences and marketing goals. Understand the challenges they face and provide innovative solutions through content. To get a better understanding of your target audience, you can hire a full-service digital marketing services provider in California or nearby areas.

   2. Get your website professionally designed  

Your website is your most important marketing asset. It is the focal point of all your marketing activities. A good looking website presents the firm in a credible, professional way and instantly increases trustworthiness. However, a poorly designed one can harm your business or brand by driving away your prospective customers and creating a negative brand image.

website professionally designed

According to Adobe, about 38 percent of people stop engaging with a website if its content or layout is unappealing. Thus, it is necessary to design your website professionally and keep it updated to enhance the customer visits. Also, try to make it mobile friendly as the vast majority of website traffic (around 70 percent) these days come from mobile devices.

   3. Embrace the power of social media

Social media has opened up many new opportunities for accounting and CPA firms to interact with their current and potential consumers on a real-time basis. It might not have an immediate, considerable Return on Investment (ROI), but has a tremendous potential to create brand awareness, raise funding, run promotional campaigns, and build loyalty among your followers. Also, if used correctly, it can generate greater website traffic, which in turn, increases the number of site visitors, sales, and profits.


Today, social media sites and blogs reach 4 out of every 5 U.S. internet users, representing 23 percent of all time spent online. As a bookkeeping firm, consider using your social media platforms effectively. Register a company page/account on all major social media platforms, including Instagram, Facebook, Twitter, LinkedIn, Google+, and Pinterest. Share information that is compelling, informative to extend your firm’s reach to its potential clients. Also, make sure to post content frequently and interact with your followers on a regular basis.

Are you aware of the fact that most accounting firms suck at social media? According to a recent study, merely 20 percent of bookkeeping firms use social media for advertising. You would not want to be one of them, would you? Your clients are online – you should be too! If you’re not putting in enough effort to engage with your customers on social media, then you’re probably missing out on a huge portion of your audience. For more information on the importance of SMM and SEO for accounting and CPA firms, click here.

   4. Don’t Shy away from Email marketing

One great way to publicize your business and nurture your relationship with your current clients is through email marketing. While some accounting firms communicate with their clientele regularly via email, others eschew this approach altogether. Communicating with patrons through email is not a new strategy but should be given a new look to make it captivating. As a bookkeeping firm, make the most of your email marketing efforts with new deals, special offers, seasonal discounts, and eye-catching & trending content to keep your audience interested and engaged.

Email marketing

Regardless of the topic, stay pertinent & timely and don’t be afraid to capitalize on what makes you unique. Besides creating attention-grabbing content, try to make your emails mobile friendly. Also, try to keep them short as lengthy emails are a serious turn-off. Consider editing your emails to provide “teasers” of content with hyperlinks back to your company’s website. This will entice readers to visit your site for more content, thus driving visits and conversion opportunities.

   5. Start and maintain a corporate blog

There’s a famous saying, “A single blog post a day, keeps all your marketing problems away”. This is absolutely true, especially in today’s increasingly competitive business environment. Blogging is one of the best ways to add fresh, valuable and thought-provoking content to your corporate website and then push it out to social channels to create brand awareness and thought leadership. It is a sure-fire way of sealing your position in the mind of your audience.

corporate blog

There are thousands of companies out there selling the same service as you are. How will you differentiate your business and stand out from the crowd? By creating powerful and domain-specific content. By focusing on the topics relevant to your target audience, you can attract numerous readers and develop a loyal following.

Blogging is an exceptional way to express your ideas and give customers a sense of your personality. It is the best way to develop brand recognition, obtain amplified revenues, and build long-lasting relationships with your customers. If you’re not blogging, you’re missing out on a plethora of marketing opportunities. 

Ready to Market Your Accounting Firm?

The tactics mentioned above will help you to market your bookkeeping or CPA firm like a pro. The importance of digital marketing for accounting firms can boil down to the fact that without it, gaining competitive advantage in this fast-paced digital landscape would be a next to impossible task.

Have you marketed your accounting firm yet? No? Seeking a full-service digital marketing agency for your finance industry to help your business stay on top of the game? Look no further than RockOn I.T. For consultation, call +1 (800) 559-5582 or drop an email at or


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