Marketing for Accountants: The Essential Checklist

December 4, 2017 Victoria Hoffman

Marketing for Accountants

Marketing is crucial for accountants and bookkeepers who wish to grow their practice. The right tactics will help you attract more of your ideal clients, which will lead to better business results for both your firm and your clients’ businesses.

However, for many accountants and bookkeepers, marketing is a new or developing skill. Perhaps you’ve dabbled in a few marketing best practices (and have experienced some success), but you’re looking to really fuel your marketing engine. How can you ensure you’re checking off all the boxes that will set the foundation for your firm’s success?

Let’s take a closer look.

Marketing tactics for accounting & bookkeeping firms

There are a number of factors to take into consideration when putting together a marketing strategy for your accounting or bookkeeping firm. At a high level, these include:

  • Setting your firm’s marketing strategy
  • Building an effective website
  • Optimizing your site for search engines
  • Leveraging directories and listings
  • Launching content marketing
  • Promoting via social media
  • Nurturing leads via email
  • Measuring, optimizing, and improving

Keep in mind that this list of tactics is worth testing, but all might not drive results in your targeted niche. It’s up to you to determine the marketing mix that works to move your target audience through their journey to becoming your next set of clients.

Not sure where to start with some of these tactics? Never fear – our marketing checklist for accountants will help!

Check off all the boxes

Our free marketing checklist aims to provide an overview of tactics and factors to consider to help ensure that you’ve got everything covered when building your accounting or bookkeeping firm's marketing strategy.

Start setting the foundation for your accounting or bookkeeping firm's marketing success! Download our free marketing checklist.


About the Author

Victoria Hoffman

Victoria is the Senior Content Marketing Manager at Hubdoc. She is a graduate of the University of Toronto and has 5+ years of experience in digital marketing. She appreciates a fun pun and is always looking for a good book to read.

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