Accounting Advertising Ideas to Bring In New Clients

  • Define your ideal customer profile to tailor marketing messages toward the unique needs and pain points of a niche industry or service type.
  • Enhance local search visibility by building profiles on professional directories and review platforms and adding a physical address to your website footer.
  • Display client testimonials and respond to all online reviews to build professional credibility and provide social proof to prospective leads.
  • Offer lead magnets like specialized guides in exchange for email sign-ups to demonstrate expertise and grow a list of nurtured prospects.
  • Establish referral partnerships with complementary professionals such as attorneys to access new client networks through a trusted ecosystem.

When it comes to getting new clients as an accountant, you’ve got to find a way to stand out. If your marketing feels dry and generic, you’re going to blend right into the background. To cut through the noise and actually grow your client base, you need a strategy that’s as sharp as your professional advice.

One thing is clear: generic advice doesn’t win anymore. To get noticed, you need to lead with value and show what makes you different from every other accounting firm out there.

Ready to make your firm the obvious choice? In this blog we’ll show you how to ensure you have a solid foundation before you ever spend a dime on marketing. Then, we’ll cover the myriad of different marketing tactics you can use to grow your business.

What should I do before I start promoting my business?

Before you spend a single dollar on ads, you need to know exactly who you’re talking to. If you try to be everything to everyone, you’ll end up being “just another accountant” in a sea of generic SEO content. To stand out, you need to find your edge.

1. Define your ideal customer profile (ICP)

Think about your favorite clients—the ones whose businesses you understand inside and out. That’s your ICP. Whether you’re the go-to for local landscapers or the secret weapon for tech startups, narrowing your focus makes your marketing feel personal, not robotic.

2. Pick your lane: advisor vs. compliance

Are you the “compliance hero” who ensures every “i” is dotted for the IRS? Or are you the “strategic advisor” helping owners find the cash flow to open a second location? Both are valuable, but picking a primary position helps you lead with the right value right from the jump.

3. Show your specialization

The best marketing doesn’t just list services; it shows a point of view. If you specialize in R&D tax credits or nonprofit audits, shout it from the rooftops. When you lead with your unique expertise, you aren’t just selling accounting — you’re selling peace of mind.

How can I make my accounting business more visible online?

First things first: does your business have a website? If not, start there. If you’re a new or small accounting business, you can create your own website using a website builder such as Wix or Squarespace. These tools make it easy to create websites from scratch, even if you’re not a graphic designer or web developer.

Once your website is up and running, follow the steps below to make sure it’s providing the best user experience possible.

Keep your website current

Your site should be modern and mobile-responsive. It should clearly detail the services you offer and include an FAQ page where prospects can quickly find what they need to know about your firm. Don’t forget to include a sign-up form for prospects to get on your email list.

Make sure to regularly update your website: remove any mention of services that you no longer offer, ensure the copy feels timely and relevant, and make sure your contact form is working. When prospective clients visit your website, you don’t want them to get frustrated by missing or wrong information.

Start a blog

Having a blog is a great way to show credibility and build trust among potential clients. When you blog consistently, search engines will also come to view your website as a trustworthy resource, which is an essential part of search engine optimization (SEO) for your accounting firm. This can help you get in front of prospective clients who are searching for your services.

Optimize for local SEO

Do you have a physical office or cater to clients in a specific geographical area? If so, you’ll wantt to optimize for local SEO. Local SEO is a more targeted type of SEO that allows a website to appear in local search results.

Local SEO requires customized content, on-page optimizations, and link building with a localized intent.  You can accomplish this by including the following methods in your SEO strategy:

  • Create a Services page on your website and list the services you offer, including descriptions of each service that naturally include keywords and phrases that you want to rank for.
  • Place your physical address in the footer of every page of your website. Make sure that it’s written the same way you have it written on every listing site you’re on (consistency is key when it comes to local SEO).
  • Where appropriate, link to other local companies throughout your site and ask them to share links to your content on their sites. These are called backlinks, and they are an important factor in boosting your search engine rankings. They are also an excellent way to boost your authority on the web. 
  • Optimize each page’s title tags and meta descriptions to include your location. These are the HTML attributes that provide the name of a webpage and describe the content a user can find on it. Users see them in their search results for a search query.
Google SERP showing the title tag and meta description
Make sure to optimize your title tag and meta description for local SEO.

When done right, local SEO can push your accounting firm near the top of Google search results, which can give you an edge over your competitors.

How can I promote my accounting business?

You could be the best accountant in the world, but people won’t be able to find you online if you don’t promote your business and highlight your successes.

Here are a few effective ways you can market your accounting business and connect with potential new clients:

‌1. Client testimonials

Testimonials from past clients serve as powerful social proof and endorsements for your accounting firm. If prospects can see that previous clients have been happy with your services, they’ll be more confident in your ability to help them.

rave reviews for Stern Cohen accouting
This image shows an example of positive testimonials featured on Stern Cohen Accountants’ website.

Add a testimonials section or page to your website so you can feature positive reviews. You can also ask your clients to leave reviews on Google, Yelp, and/or Facebook to help boost your online reputation.

2. Directories, listings, and reviews

Claiming your business and maintaining your presence in online directories and listings is a worthwhile investment of your time. They are an easy way to build and diversify your backlinks profile. They also help build consistency, which makes search engines more confident that you’re located where you say you are.

Local and accounting-specific directories  

Directories and listing sites not only add a sense of authority surrounding your website but also boost your relevancy. If your link appears on accounting directories, search engines understand that your site contains accounting-related content. They’ll know how to rank it based on users’ search queries.

Consider joining national directories such as CPAdirectory and CPA Finder as well as local directories such as your state’s CPA society.

Google Business Profile

Google Business Profile is both a listing and review site with a massive audience, and optimizing your profile there can help drive more people to your business.

When users search text strings such as “accounting firms near me,” your firm should ideally appear high in the list of search results and on Google Maps.

Google local search showing the 3-pack
This shows the top three listings (sometimes called a 3-pack) for this local search.

Setting up a Google Business Profile is easy. Be sure to optimize it by adding photos and a link to your website, and asking current and previous clients to leave reviews.

Yelp

More than 99% of American consumers read online reviews before they make a purchase, so make sure your business has a presence on all the top review platforms. One major player is Yelp, so be sure to claim your business and interact with customers on the platform. This will help you come across as a professional business that cares about its clients.

Responding to reviews

When it comes to getting and responding to online reviews, it’s important to respond to both positive and negative feedback.  Responding to reviews in a positive and helpful manner helps maintain your online reputation and establish trust with your audience.

Owner responses are also a powerful SEO tool. Responding to reviews, even the bad ones, shows that you value your customers’ feedback. This helps boost your visibility online, since search engines want to recommend the most credible businesses.

3. Pay-per-click (PPC) ads

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.  The most common PPC ad platforms are Google Ads and Facebook ads.

With Google Ads, you bid on specific keywords and phrases. For example, say you want to bid on the phrase “accounting services for small businesses.” You establish the amount of money you’re willing to spend for your website to appear higher in search results for that phrase. When a user searches for that phrase, Google’s algorithms rank websites based on how much advertisers are willing to pay for that term.

With Facebook ads, you target users based on their profile information, demographics, and location. Much like Google Ads, with Facebook, you set your budget in advance so you don’t have to worry about spending more than you planned on an ad campaign. Which one you use, however, depends on what’s right for your business.

Local PPC takes it a step further and targets customers within a specific region. It is an effective accounting advertising method because it helps increase brand awareness, it has high conversion rates, and you can quickly optimize campaigns based on their results. And because your ads are targeted to customers who are local to you, you can ensure that they’re only seen by people who can truly benefit from your services.

4. Social media

If your firm isn’talready on social media, now is the time to start. You don’t have to be on every social media network, but you should at least be on one or two so you can make your firm more visible online. When your business is on social media, you can connect with other accounting professionals, update your followers on news about your company, and share valuable information or accounting tips.

Facebook and LinkedIn, in particular, allow you to create highly targeted ads that can reach a higher number of people than your organic efforts alone would.

Managing multiple social media accounts is easy with the right social media tool. Look for one that has a central dashboard that allows you to monitor engagement on all platforms and respond to comments and DMs all in one place.

5. Email marketing

Email marketing is a great way to stay in touch with your current clients and drive repeat business. When your subscribers share or forward your emails to their friends, it can also help you grow your email list and win new clients.

There are many different ways to grow your email list, but a great one is to offer a lead magnet — something of value that you give them in exchange for providing their email address — that’s relevant to your niche, such as a PDF guide to saving for retirement. Potential clients may be hesitant to give up their email address, but by offering them something useful, you can demonstrate your expertise and entice potential clients to stick around.

6. Strategic partnerships and referrals

Marketing doesn’t always have to be a solo sprint. One of the best ways to find new clients for your accounting firm is to find a complementary partner who already has the ear of your ideal client — think business attorneys, estate planners, or financial advisors who serve the same kind of clients that you do.

When you meet with these potential partners, be sure to lead with your “So what?”. Explain clearly how your unique expertise solves specific headaches for their customers, whether that’s navigating a complex tax change or finding the cash flow to scale. Instead of just asking for leads, focus on building an ecosystem where you become a trusted resource for their clients as well.

Ultimately, these relationships create a professional ecosystem where you aren’t just gaining a lead; you’re building a reputation that brings in repeat business without the constant hustle of cold outreach.

7. Use automation to scale your marketing

Marketing your accounting business can feel like a marathon, but you don’t have to do it alone. Automation is like having a digital assistant that never sleeps, helping you stay top-of-mind with clients without having to be present to manually hit “send” every time.

Automated email sequences

With automated email workflows, you can set up a welcome series for new leads or a series of educational emails for tax season. These triggered emails do more than just save you time: according to Constant Contact’s internal data from millions of customers, using automated emails can increase your open rates by up to 25% compared to standard sends. Because these “triggered” emails land in an inbox exactly when a client is already interacting with your brand, they’re far more likely to get noticed and opened.

Chatbots and instant support

Your potential clients will likely have basic questions about your services. By adding an AI-powered chatbot to your website, you can handle these initial inquiries instantly, ensuring you never miss a lead just because you were stuck in a client meeting. It’s an easy way to stay approachable and provide immediate value to anyone visiting your site.

Predictive analytics

Stop guessing which services your clients need and let the data show you the way. Predictive analytics help you spot patterns in how clients respond to your content so you can anticipate their needs. By understanding exactly when and how people interact with your messages, you can tailor your advice to their specific goals and pain points.

Start getting new clients for your accounting firm today

Accounting is a competitive field, but by following these simple strategies, you can stand out from the crowd and get your business in front of ideal clients. Determine who your ideal client is so you can market directly to their pain points and goals, and utilize social proof in the form of client reviews to help win over prospects. Use email and social media to connect with current and future clients, and don’t discount the power of partnerships to unlock a whole new cache of potential clients.

Want to make marketing your accounting firm a whole lot easier? With Constant Contact, you can manage your targeted email marketing and all your social platforms from one centralized dashboard, take advantage of powerful AI tools to create content faster, and set up automations to ensure prospects get the right message from you at just the right time. Start your free trial today to see how easy it is to start getting seen.

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My name is Amanda Dvorak and I am a freelance writer with an account and project management background. I spent 12 years managing digital marketing campaigns for non-profit and education clients before turning my attention to writing. In my free time, I enjoy working out, teaching others how to live a healthy lifestyle, and traveling. As a freelance writer, I specialize in writing blog posts and articles related to digital marketing, fitness, nutrition, and travel.

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Whitney Filloon is a writer, content strategist, and former Vox Media journalist who has worked with enterprise brands like Skype and Microsoft and helped dozens of small businesses figure out their "secret sauce".

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