8 actionable digital strategies to grow your accounting firm this year


Are you looking to develop your accounting firm and your clientele? Integrating digital strategies into your marketing plan is crucial and can help you achieve your goals. After all, more than 85% of consumers research businesses (including accounting firms) online before making a purchase.

If you’re like many other businesses, you might not be sure where to start with digital marketing. Here are eight strategies to help you grow your business this year.

8 CPA digital marketing strategies to grow your accounting firm this year

1. Optimize your business website

Your digital strategy must start at home – your business website. Is it optimized and optimized for SEO? Does it have a clear and strong call to action?

Chances are, your website is better optimized to ensure that search engines and visitors know exactly what you are offering and who you are as a business.

In addition to the usual optimization efforts, consider adding a chatbot to your site. Chatbots can answer questions and capture prospects who aren’t quite ready to make an appointment with your business.

2. Add content marketing to the mix

Leverage the power of content marketing to:

  • Educate and inform your audience
  • Develop brand awareness
  • Generate new leads
  • Establish credibility and authority
  • Build trust

A diverse content marketing strategy can help you reach more of your audience and better engage with your ideal customers.

In addition to blogging, your content marketing strategy can also include podcasts, social media, video marketing, infographics, and more.

3. Be more active on social networks

More … than 3 billion people are active on social networks. As intimidating as it may sound, social is just something your business cannot ignore if you are looking to grow your customer base and your brand.

Being active on social networks means:

  • Creation and publication of content on social networks.
  • Engage and connect with your ideal customers. Start conversations, answer questions, and establish yourself as a credible advisor and firm.

You don’t have to be on all platforms. When trying to decipher which platform (s) to focus on, think about these questions?

  • Where does your audience spend most of their time? Maybe it’s Facebook and LinkedIn, or maybe it’s just Twitter. Focus on the platforms that matter most to your ideal customers.
  • Which platforms support your content preferences? For example, if you are not a fan of video content, you might be avoiding YouTube. If you prefer text messages, Twitter or Facebook can be your ideal platforms.

Determine which platforms will work best for your business and audience, and make an effort to be more active on them.

4. Claim your Google business profile

Have you ever claimed your Google business profile? If not, it’s time to start.

There are two ways to find your business profile:

  • Visit http://business.google.com/add, and search for your business by entering your business name and address.
  • Find your business on Google Maps or Search, then click the “Claim this business” link.

If you can’t find your business, you can create a new profile.

A Google business profile will allow you to rank in local search results and be seen by your local audience. It also allows you to collect Google reviews.

5. Get more Google reviews

If you’re not making an active effort to collect Google Reviews, you should. To research showed that 91% of people read reviews online and 84% trust these reviews as much as a trusted recommendation.

Reviews help build trust and credibility. If your business doesn’t have any reviews on Google, prospects and prospects may wonder if you have customers, and if you do, why they’re not raving about your service.

Make a conscious effort to get more reviews on Google this year.

  • Ask customers to leave a review if they’re happy with your service.
  • Ask for opinions in your newsletters.
  • Link to your Google reviews on your testimonials page.
  • Display reviews of existing customers in your newsletters and marketing materials.

With your Google business profile, you can create a special link that visitors can use to add a review to Google quickly and easily.

Make it as easy as possible for customers to add reviews, and you’ll have a much easier time getting them.

6. Collaborate with industry leaders

Collaborating with the right people can help you grow your brand and establish your authority.

Entrepreneur Russell Brunson Dream concept 100 truly exemplifies the power of collaboration. The idea is to partner or collaborate with 100 leaders who share your audience but are not competitors. For example, the host of a business growth podcast may be interested in working with your business to educate their audience about tax planning or preparation.

Your business can also collaborate with masterminds, platform owners, and other influencers or leaders who have access to your audience.

Find opportunities where you can serve as an expert guest and speak directly to your audience. You’ll establish your credibility and start building trust while (hopefully) generating leads.

7. Join the conversation

Where does your audience spend their time? Chances are they are on forums and Facebook groups, asking questions and seeking advice. These are valuable opportunities for you to:

  • Engage with your audience
  • Answer the questions
  • Demonstrate your know-how
  • Build your credibility

Find discussion threads and Facebook groups where you can contribute and add value to the conversation.

8. Leverage Marketing Automation

Marketing automation will save you time and money while helping your business grow. The Right Tools Can Help You Capture and Maintain Leads and customer loyalty.

It’s difficult to generate and nurture leads manually while still providing your existing customers with the high level of service they expect and deserve. With marketing automation, you can create a robust system that ensures no prospect falls through the cracks. Best of all, these tools do all the work for you, so you can focus on more important things.

To grow your customer base, consider using automation to:

  • Prospects and prospects follow-up
  • Feed your prospects
  • Make an appointment
  • Send appointment reminders
  • Keep in touch with customers

You have a lot on your plate. Automation ensures that you follow up with leads and prospects in a timely manner and that existing customers feel valued.


Katie Thomas, CPA is the owner of Online leaders, where they help accounting professionals increase their impact, influence and revenue through thought leadership marketing. If you need help with your marketing system, please do not hesitate to contact her.


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