9 Ways Local Accountants can Increase Conversions By 347% Using ConvertSmart.

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Digital marketing for accountants can be highly effective in increasing leads and conversions. By creating targeted digital marketing campaigns, accountants can reach more potential clients and convert more leads into paying customers. However, accountants and tax professionals have a problem. Most businesses want to grow their business using online marketing. Still, some time is technologically challenging, they don't have the resources to hire ALL the experts they need, or they don't know who to hire, so they end up hiring a designer or SEO freelancer, but then they're disappointed when they realize that it's not enough. 

The success of a business relies on four strong factors: generating traffic, converting leads into customers, producing sales, and fulfilling orders. Focus on nailing each one, and your business can become even more successful than you ever dreamed!

Now, what tactics are you going to use to bring traffic? Should you be using paid ads, social media paid ads, local newspapers, social shares and posts, guest posts, networking, and so many other options? Or, if you go the organic route, should you use search engine optimization (SEO), guest posting, cold calling, social media posts, videos, and more? It can be so confusing and overwhelming. 

Next, you need to worry about how to convert that traffic; what do you need to do? You can test your copy, landing page, and offers and optimize your website, presentations, funnels, and other elements of your online presence! And finally, you need to turn that traffic into sales. It's what it all comes down to in business — making money is endless.

So now you need to find an agency, freelancer, or software that works together to drive traffic to your business, convert people into clients, and help close sales after sales. 

To achieve this, you would need a 

  1. Marketing expert
  2. Web designer
  3. A copywriter
  4. A content writer
  5. An SEO specialist 
  6. A Funnel builder
  7. An email expert
  8. A social media specialist 
  9. And more staff to manage that system

And you know these do not come cheap, right?

So the question is, how do we fix this challenge? You'd probably say this is crazy. But here is the solution: We've put together a program called ConvertSmart Marketing Solution. We have a team of experts who can help you with everything from top-notch website design and online traffic (SEO ranking) to lead capture. Plus, our prices are more affordable than hiring individual experts.

In one case study, a local tax preparation firm increased its conversions by 347% after using our ConvertSmart marketing solution. The firm had been using traditional marketing methods such as print ads and direct mailers, but they did not see the results they wanted. After implementing ConvertSmart, they saw a drastic increase in leads and conversions. They credited their success to their ability to more precisely target their audience and develop personalized digital marketing efforts that connected with potential customers.

If you're a tax or accounting expert looking to increase leads and conversions, the ConvertSmart marketing solution can be the answer. Everyone quickly sorts through enormous amounts of information to make daily decisions, and accounting clients are no different. Get in touch with us to learn more about how we can help you grow your business.

Built a Website to convert visitors to customers

Branded Website

Digitalization for accounting firms may be a gift that continues to be given when done correctly. Creating an effective digital presence is essential for any business, and that's especially true for accountants. 

A website is the digital storefront of your business and can be a powerful tool to convert visitors into customers. Become part of our ConvertSmart solution; our team will start with building your new or updated website. Remember, based on the keywords, we will create many search engine-optimized pages on your website. Your websites are also optimized for mobile devices so potential clients can access your digital storefront anywhere. 

As a small business owner, you know the importance of making an excellent first impression on your clients. For this reason, your website becomes your sale agent 24/7 or your marketing hub. As part of our ConvertSmart Progam, We'll help you achieve a design optimized for conversions, so you can start generating more leads and sales from your website.

Conversion element

Opt-in Forms

Optin forms are an effective digital marketing tool that lets you capture leads and convert them into paying customers. With ConvertSmart, we integrate custom opt-in forms to your websites or digital campaigns, Enabling you to collect information from potential clients and use it to personalize their digital experiences. Our digital marketing platform allows you to segment leads and tailor email campaigns for maximum impact. With our opt-in forms, you can quickly increase leads and conversions for your accounting business. 

Here are eight proven tips to increase conversions

  1. Use opt-in type on your website (Popups, forms, and banners)
  2. Make sure your opt-in form is visible
  3. Limit form fields
  4. Add a bright CTA button
  5. Offer a valuable lead magnet
  6. Use a content-specific opt-in form
  7. Pay attention to great design
  8. Test, test, and test again

Download - Lead Magnet

Lead magnets are typically offered on a landing page that you send prospects to from any traffic source you choose. The more traffic you send to your landing page and the more targeted that traffic is, the more leads you will be able to convert. By offering digital content as a free incentive, you can attract more visitors to your digital storefront and encourage them to take action. Lead magnets are an effective digital marketing tool for accountants, as they allow you to capture information from potential clients that can be used to personalize their digital experiences. You can easily create digital lead magnets, such as eBooks, white papers, webinars, or any other type of digital material that benefits potential clients customized to your business needs.

These days, people don't have the time to wade through a whole eBook, and they definitely won't take action. So what do they want? Well, your audience wants something that's…

  • Insanely useful
  • Easy to consume
  • Actionable

Maybe you wonder what I can use as a lead magnet?

While the options are virtually limitless, here are the top 5 lead magnets with the following 


  1. Guide/Reports
  2. Cheatsheet
  3. Video Training
  4. Free Consultation/Discovery Calls/Audits
  5. Discounts

Enhance your business Appointment process

Appointment booking is an essential element of digital marketing for accountants. Using ConvertSmart, you can easily set up an online appointment system that allows customers to book appointments with you without having to call or email. Our digital marketing platform includes a comprehensive suite of scheduling tools that makes it easy to customize the appointment process and provide your customers with the best possible experience. With our online marketing system, you can easily manage your calendar, accept payments, and track customer appointments – all in one place.

To increase customer engagement, ConvertSmart also provides a variety of digital marketing options, including automatic notifications and follow-up emails. You may use marketing strategy to your benefit as an accountant with ConvertSmart's support to ensure that everything happens smoothly and effectively every time a customer sets an appointment.

Saasflow Live Chat 

Live Chat on your website would be a great way to help drive more leads from your current visitor traffic. Having a live chat box and agent on your website is proven to increase the leads via your site by an average of 35%. 

We will implement a live chat 24/7 to engage with your visitors to capture and book a consultation so that you or someone on your team can follow up. You can assign this to someone on your team or have the option to assign an agent that will take care of it for you - almost like an answering service on your website.

Marketing Automation to prevent leak or lead ghost

SaaSFlow CRM Lead Management

We will implement our proprietary CRM and manage the entire process for you, including setting up your account, building your leads pipeline, add your booking system with the appropriate email and SMS sequences. On an ongoing basis, we will review and update your automation triggers to maximize conversion and provide you with 1ON1 Training Sessions for you and your team.

All-in-one Lead communication hub

ConvertSmart uses our proprietary CRM for accountants with an all-in-one lead communication hub. Utilizing our platform, you can easily manage and track conversations across multiple channels, such as email, text messages, Google messaging, and social media messages. Our digital marketing tools allow you to respond to inquiries quickly and efficiently, ensuring that customers always receive timely responses. With ConvertSmart, you can ensure that every digital interaction is tracked, analyzed, and optimized to facilitate successful lead communication.

With the aid of ConvertSmart and digital marketing for accountants, you can ensure that your digital initiatives are successful and efficient, generating more calls and converting more consumers. You can quickly build, manage, and optimize digital campaigns with the help of our tool of marketing to guarantee the highest level of engagement with potential customers. 

Email Nurturing and newsletters to engage existing clients and leads

Email nurturing is a digital marketing strategy for accountants. – With our email marketing service, we will manage your ongoing campaign efforts by sending a monthly e-newsletter to your client base on your behalf. This content can include blog posts, newsletters, promotions, discounts, and other valuable offers. Stay connected to your clients and leads through effective email nurturing campaigns! Using personalized newsletters, you can ensure that everyone remains informed of what's happening in the world around them. Keep relationships strong while creating meaningful connections with those who matter most. 

Follow-Up Campaigns

With our ConvertSmart program, we'll implement an essential follow-up campaign sequence that would help to keep your potential lead engaged and help with booking appointment reminders. No more calling or chasing leads. Our digital marketing solution makes it simple to build autoresponder sequences that nurture leads and promote conversions. 

Review Generator System 

One of the cornerstones of our strategy is Online Reviews. Our strategy to increase accountants and tax professional customer base and expand their reach is built around the power of Online Reviews. Our Review Generator System enables businesses to rapidly, efficiently, and systematically collect customer feedback - giving your business a unique edge in search engine ranking while bringing free organic customers your way every day.

According to the local search service Bright Local, people are evolving in how they view a business' reputation:

  • 1 Bad experience will tell an average of 16 other people
  • 73 % of consumers say that positive reviews improve their trust in a business
  • 54 % of women are more likely to post reviews than men
  • 55 % will visit a business's website after seeing positive feedback on review sites
  • 58 % affirm that star ratings are an essential element of an online review 
  • 90 % read less than ten reviews before forming an opinion about a business
  • 70% of Consumers will post a review for a business when asked

Reviews can be one of the most valuable forms of free marketing an accountant or tax professional can get. One of the biggest challenges a small business has is gaining traction. This can be particularly challenging when they don't have a good reputation compared to competitors with a more extensive customer base.

Online Reviews are the most common form of social proof and the market's best friend 

  • 92% of consumers read online reviews 
  • 80% of consumers trust online reviews as much a personal recommendation 
  • 68% of consumers say positive reviews increase their trust in a local Business

Incorporate your reviews all across your marketing. Authentic online reviews can also increase word-of-mouth advertising. The best part, it is completely free advertising. At the same time, listening to your customer feedback can help you identify new ways to serve your customer better. Consequently, this will directly increase your business value in your customer's minds.

Plus, you'll start racking up the reviews — and new customers.

Search Engine Optimization to bring more organic traffic

On-Page Optimization

On-page optimization is a digital marketing strategy that helps improve your website's performance by making it more visible to search engines. For accountants, "on-page SEO" is a fancy term for "content on your website."

It consists of things like

  • Your tag titles
  • Describe your metadata
  • You have header tags (H1, H2, H3)
  • Links, both internal and external
  • Your pictures
  • Additionally, you can virtually post anything on a website page.

For accountants, on-page SEO is essential. Why? Because Google is interested in it.

As the website development team completes the site, we will proactively claim, optimize, update, and build your local directory listings on Google, Yahoo, Bing, CitySearch, Angie's List, Yelp, and many other online directory sites.

We'll perform on-page SEO for all city pages and services pages. You should utilize SEO-friendly keyword material while giving the user and Google as much detail as possible. To ensure that your website ranks higher in organic search results, our digital marketing system gives you the resources you need to produce search-engine-optimized content, including meta descriptions and title tags. Furthermore, you can utilize our digital marketing to keep an eye on how your website performs so you can assess it and modify your digital campaigns as necessary.

Blog/Content writing

As digital technologies and strategies evolve, content has become an increasingly important tool for accountants. Content can help CPAs, and financial professionals reach out to potential clients, promote their services, and build brand recognition in their local areas.  

With our ConvertSmart program, We research, write and optimize content with the primary goal of increasing your site's ranking of your website's visibility and traffic. Our professional team has experience in digital marketing, so you can be sure that we will do everything necessary for local SEO success!

Google my business

Local Search engine optimization (SEO) is an effective digital marketing tactic for accountants to increase local organic traffic. With the help of the ConvertSmart program, we audit and optimize your Google my business to maximize visibility on google maps and local geo-target locations for Google and Bing. You can quickly generate and manage SEO-friendly content, track keyword performance, and dominate your local online presence. 

Citations & Directory Listing 

The primary purpose of adding local citations is to create a company's web directory profile and increase its visibility.

Adding your business to directories can increase your online presence and generate qualified leads for your website. Directory listings are types of digital branding that let companies be listed among a group of comparable services or goods that are offered nearby. Additionally, they increase your presence on search engine results pages (SERPs), which makes it simpler for clients to find your company.

Put your accounting business on the digital map! Our team of marketing experts will help you get to the top directory listings so that more potential customers can find and connect with you.

Building backlinks or inbound links

Backlinks, also known as inbound links, are essential to accountants' digital marketing strategies. Your website's visibility and rank on search engines like Google and Bing can be improved by backlinks from trustworthy websites. ConvertSmart offers digital marketing technologies that make it simple to create backlinks from authoritative websites and efficiently administer link-building efforts. To optimize your online presence and raise your performance, you may track the development of your link-building activities with the aid of our digital marketing platform.

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Paid advertising using retargeting

Google Ads

Retargeting digital marketing is an effective way to reach potential customers and increase conversions. With retargeted Google Ads, digital marketers can display ads to people who have already visited their website or interacted with their content in some way. This method allows digital marketers to create personalized messages that are highly relevant to the user's interests and needs.

At Progeektech, we provide digital marketing services for accountants, including digital retargeting marketing. Our team of experts will help you create and manage your campaigns to maximize your Google Ads budget and reach out to the right prospects. Through our digital marketing strategies, we can increase conversions and website traffic while providing valuable insights into user behavior.


Facebook digital marketing is an excellent way for accountants to reach their target audience. With Facebook and social media Ads, digital marketers can create highly targeted campaigns based on user interests and demographics. Through the platform's advanced targeting capabilities, digital marketers can create ads that are tailored to the unique needs of their client's target audiences. Additionally, digital marketers can measure the performance of their campaigns and adjust them in real-time for better results. We will help you create digital marketing campaigns on Facebook specifically designed to meet your goals. Our team has deep experience in digital marketing for accountants and can provide insights into how to best use the platform's features to maximize reach and visibility.

Spread the word with a Referral Program

By implementing referral systems, Marketing professionals may also raise brand recognition and website traffic. Through referral programs, marketers may reward their existing customers for introducing new customers. You can offer discounts, gift cards, or other valuable incentives. Progeektech can help you make the most of this digital marketing strategy because we have a lot of expertise in developing and implementing referral programs. Our team will collaborate with you to create a campaign that encourages audience recommendations while assisting you in achieving your marketing objectives.

Track, Measure & Quantify 

Track, Measure & Quantify — The goal of this program is to help you grow. To ensure we are delivering on that objective and to help you quantify the results of our efforts, we will put the following tracking mechanism in place: 

  • Traffic & Search Trends. We will install Google Analytics on your website so that you can see exactly how many people are visiting every month, what words they typed in to get to the site, what pages they went to, etc. You will receive this report every month via email. 
  • SEO Page Placement Report - We will set up a report with the core keywords for which we want to obtain placement and systematically track that placement on Google, Yahoo and Bing. 
  • Call Tracking - We will set up call tracking and recording broken down by SEO vs. PPC. With this tracking in place, we can determine how many inbound calls are coming into your office monthly via the Internet and drill down by SEO vs. Paid. You will even be able to listen to these calls to quantify the results & ROI truly.


If you're a typical business owner, you're constantly seeking new ways to boost conversions and revenue. Recently, one of our customers approached us specifically with that objective in mind.

After working with them to develop a digital marketing strategy tailored specifically to their needs, we were able to help them increase their conversion rate by an incredible 347%.

Here's a look at how we did it.

First, we took a close look at their existing digital marketing efforts. We quickly identified several areas where they could make some improvements. For example, we noticed that their website wasn't optimized for conversion. The call-to-actions needed to be clarified, and the overall design needed to be updated.

We also found that their social media presence needed to be improved. They needed a stronger strategy for using social media to generate leads and convert them into customers.

Finally, we discovered that they needed to be using tracking or analytics tools to measure the performance of their digital marketing efforts. Without this data, it was impossible to know what was working and what wasn't.Armed with this information, we went to work developing a digital marketing strategy that would help them increase their conversion rate.

First, we redesigned their website with conversion in mind. We clarified the call-to-actions and added relevant images and videos to help improve the overall design.

Next, we helped them develop a social media strategy to generate leads and convert them into customers. We showed them how to use social media to build relationships with potential customers and create a sales funnel that would lead them directly to their goods or services.

Finally, we set up tracking and analytics tools so they could measure the performance of their digital marketing efforts. This data has been invaluable in helping them fine-tune their strategy and continue to increase conversions.

Thanks to our digital marketing strategy, our client was able to increase their conversion rate by 347%. Contact us today if you're looking for ways to improve your digital marketing efforts. We can help you develop a customized digital marketing strategy that will help you achieve your business goals.