How to market your accountancy firm: essential digital marketing checklist

How to market your accountancy firm: essential digital marketing checklist

As an accountancy firm, your primary objective is to help your clients manage their finances and ensure they comply with tax laws.  However, to grow your client base, you need to effectively market your services.

Digital marketing is a valuable and essential tool that can help you increase your visibility amongst your target audience, and deliver highly relevant messaging that makes you stand out from your competitors. Here is an essential marketing checklist for marketing your accountancy firm.

  1. Create a professional website – Your website is the face of your business, and it is often the first thing potential clients will see when they search for your services. You need to have a professional website that showcases your expertise and services. The website should be easy to navigate, mobile-friendly, and optimized for search engines.
  2. Search Engine Optimisation – SEO this is critical for your website’s visibility on search engines such as Google. You need to think about the key words and phrases that a) reflect the services and support you provide to your clients, and b) include the type of words and phrases someone would type into Google to find you e.g. ‘Accountancy firm Wirral’, ‘bookkeeping provider Liverpool’, etc.  You should include relevant keywords in your website’s content (including blogs, guides), meta descriptions, and title tags to increase your ranking on search engine results pages. Additionally, having backlinks to your website from other reputable websites will improve your ranking.
  3. Content Marketing – Content is king (and queen!). Content marketing is the root of all powerhouse to all marketing activity – articles, videos, infographics, events, templates and checklists that are informative and offer real value to your target market. Create a content marketing plan or schedule and commit to making it happen. Good content marketing drives visibility, increases website visits, improves SEO, and grows social media followers and engagement levels. If you’re concerned that you don’t have the capacity or relevant skills internally to do this I can help.
  4. Social Media Marketing – Social media platforms like LinkedIn, Twitter, Facebook and Instagram help you connect with potential clients, stand out, and promote your services. You can use social media to share content (see point 3!), engage with followers, and advertise your services. Additionally, you can join groups, forums and communities that are relevant to your business to connect with potential clients.
  5. Email Marketing – Email Marketing is an effective way to keep your current and potential clients informed about your services. Gather together all the client and prospect email addresses you have within the firm [ensure you are compliant with GDPR regulations], create an email list and send out newsletters, helpful resources and updates on your services. For ease and efficiency, consider using an email marketing platform such as Mailchimp, which is free for up to 1000 contacts.
  6. Pay-Per-Click Advertising – Pay-per-click (PPC) advertising is a form of digital advertising where you pay for every click on your ad. This type of advertising can be effective for generating leads, driving people to your website, and building your e-marketing list. For accountancy firms LinkedIn advertising, Facebook/Instagram advertising, and Google ads can be particularly effective.
  7. Online Reviews and Testimonials – Online reviews and testimonials from satisfied clients are a powerful way of building your credibility ad reputation. You should encourage your clients to leave reviews on your website, Google My Business, LinkedIn or other relevant review sites. Additionally, ensure you use client testimonials on your website and social media to showcase your expertise and quality of your services.

In conclusion, digital marketing is an essential tool for marketing your accountancy firm. By using the strategies above, you can increase your online visibility, generate leads, and grow your client based.

I specialise in providing flexible marketing support to suit your requirements – from strategic planning and positioning advice, to a full ‘done for you’ marketing service. So, if your firm is looking to ramp up its marketing momentum then please do get in touch, it would be great to talk further.

Lindsey Moore


About the Author Lindsey Moore

Lindsey Moore has spent the last 15 years growing, advising and empowering small businesses. These conversations aim to provide inspiration, motivation and energy to those looking to start, scale or pivot their business, by hearing the stories of others who have been brave, followed their heart, kept their nerve and grown something quite remarkable.

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