Accounting Marketing for Tax Accountants

For most small accounting practices with less than ten staff members, processing tax returns and reviewing accounting is an endless task. Between meeting the needs to clients and staff members, who has time to become proficient at accounting marketing, branding, lead generation, getting Google Reviews, search engine marketing, and social media marketing. The marketing work is daunting.

For those with the appetite to learn, here are the essential steps for small accounting and tax practices:

Branding a Tax Accounting Practice

Marketing and Lead Generation for Tax Practitioners

Website Marketing for Accountants

Reputation Management and Google/Yelp Reviews

Social Media Marketing for Accountants

Trade Shows and Speaking Engagements

Accounting Marketing - What Is It?

Marketing is the process of making prospects aware of your business, interested in your accounting firm, and helps them make the buying decision. This evolutionary process stems from:

Brand Awareness - making prospects aware of your firm offerings

Target Audience - who is your ideal customer (today and in future)

Engagement - how the prospects interacts and learns about your firm

Brand Reputation - how prospects perceive your firm (price, quality, etc.)

Building Client Relationships - lifecycle of your engagements

Marketing Strategy

Creating a successful accounting practice starts with a plan of how your practice will reach prospects, services that you choose to offer, pricing, and your value proposition (what you stand for).

How Is Accounting Marketing Changing?

Accounting marketing is evolving from a location based discipline towards an expertise based process driven by the client's needs. As the access to information has become easier with the internet, client's are searching for accounting firms that are better equipped to satisfy their needs. By all means, location still matters for some people while others have become virtual prospects.

Implications For Accountants

From an accounting marketing perspective, here are the changes that you need to factor into your quiver.

Target Audience - you need to become more focused on what type of firm you are (or want to be)

Marketing Strategies - reaching your target audience now has more options (social media, podcasts, blogs, etc.)

Firm Reputation - easier for prospects to check your client satisfaction rates

At the end of the day, you now how more options to market your firm but must have a better vision of what you want your accounting firm to become over the next 5-20 years.