The Dos and Don'ts of Digital Marketing for Accountants

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One thing is sure when it comes to marketing: things change. Due to technical improvements, modifications in customer behavior and purchasing habits, and the newest trends in marketing methods, the marketing landscape is constantly changing. The time is now to evaluate your digital marketing efforts and ensure you're utilizing the most recent techniques to achieve the best outcomes.

In today's fast-paced digital world, it's essential for businesses of all kinds, including accounting firms, to establish a solid online presence and effectively market their services to potential clients. However, digital marketing can be tricky, especially for those new to the field.

In this blog post, we will explore the dos and don'ts of digital marketing for accountants. By following these guidelines, accounting firms can successfully promote their services and attract new clients while avoiding common pitfalls that could harm their reputation. Whether you're a seasoned accounting professional or just starting, understanding the best digital marketing practices for accounting firms can help you achieve your business goals and thrive in today's competitive market.

Why is Marketing Important for Accounting Firms?

Nowadays, the internet is the most popular method to search for businesses or services. You must therefore make it simple for potential customers to find you. One of the most excellent methods to make sure people can discover you are by responding to the questions they are most likely to ask, given that most searches involve inquiries.

Which deductions for taxes should I take to benefit my business? It can be a potential client's tax-related search query. Your chances of ranking highly on Google's search results page and generating new leads increase if you answer that inquiry on your website. The appeal of content marketing is that it makes it easier to engage with your target audience by giving them helpful information.

The Dos of Digital Marketing for Accountants

A list of things that accountants should do when implementing a digital marketing strategy includes:

Work on Your Website

Consider your website your house; you want visitors to feel at ease when visiting. Websites aid in the better understanding of your business and services by your target market. This is the starting point of accounting marketing.

Ensure your website is up to par because it is your constant advertisement. Here is an example of what a perfect website looks like for those who are new to marketing and are unsure of what to add to their websites:

  • The customers are receptive to its powerful message.
  • It has a firm brand name that promotes your company's visibility in the marketplace.
  • The website is friendly and has readable fonts.
  • It has a mobile-responsive design because many people use their phones to access websites rather than laptops. 
  • It features a special call to action, such as a sign-up or contact us option.
  • Locating the "book a call or appointment" option is simple.
  • Contact information is provided in plain language and includes an email address, geographical address, and phone number.
  • The website only exists if it can be found on Google. Google should have no trouble locating your website. 

Set up SEO

The most effective marketing strategy for accountants is SEO, but getting it right can be challenging. Simply said, it improves the site's or the content's SERP (search engine result page) ranking. Local SEO is the most well-liked method of reaching local search engine users like Google looking for information about public accountants. 

You may be thinking about how we might make this more efficient. There are many resources available to assist you, but here are a few things to remember:

  • The least amount of inaccuracy possible should be present in the domain name.
  • It ought to be simple to spell.
  • Choosing the appropriate keywords will help you determine the page's purpose.
  • Local keywords must be present on every page.
  • The web page title, URL, written material, and image alt text should all contain keywords.
  • The page's content should be summarized in a meta description between 150 and 160 characters long, including spaces. Make sure the meta description you use is interesting.

The necessity of Google's business profile should be highlighted individually as another crucial topic. This makes it simpler for people to learn more about your company. Search engine and social network business listings ought to constantly be consistent.

What information is included in a Google Business Profile?

  • Name
  • Location
  • Opening times
  • Website
  • Contact details
  • Reviews
  • Accounting consulting firms provide direct booking alternatives.

Concentrate on Content Marketing 

You must have encountered any media that informs us on a specific subject, including articles, videos, blogs, podcasts, etc. The phrase "content marketing" describes a range of content marketing tactics meant to attract, engage, and keep customers. 

Content marketing's objective is to:

  • Amplify brand awareness
  • Develop expertise 
  • Develop trust
  • Helping to produce more qualified leads.

48% of businesses use blogging to increase their returns. People enjoy reading well-written articles, and blogs fulfill their thirst by offering clarification and new data.

Sending newsletters is a part of email marketing, which is increasingly taking the top spot among marketing strategies. Email is used by more than 50% of marketers to distribute new material. A newsletter is a fantastic tool for maintaining high awareness of the brand among current and potential new customers. This aids in keeping the brand name fresh in customers' minds.

Generate Leads

Generating leads is integral to any digital marketing campaign for accounting firms and accountants. You must use various methods to capture their information to reach potential customers. This can include offering free resources such as whitepapers, webinars, or guides in exchange for contact information. Additionally, promoting these resources on social media platforms and utilizing SEO tactics to ensure the content is discoverable can help attract more leads.

Other options are running paid search campaigns or creating targeted ads that display specific offers or services to those interested in your brand. Once the lead data has been captured, it’s vital to establish follow-up processes to nurture the lead and eventually convert them into a paying customer. By using a combination of strategies tailored toward the target audience, accounting firms, and accountants can effectively generate leads and increase their customer base.

Make the Most Out of Social Media Marketing

Digital marketing is only complete with social media marketing. Social media moves incredibly quickly; daily updates, videos, and photos are posted virtually. You need a CPA firm marketing strategy to stay current with trends and best practices and rise to the top of your sector. 

Choose the social media platforms where you want to be active. Facebook, as an illustration, is successful in marketing directly to consumers. LinkedIn is ideally suited to draw business professionals if you concentrate on business accounting. To connect with people and get instant insights and updates, Twitter is an attractive option.

Investment up front denotes paid to advertise. You have to be sure before investing. Regarding your target market and the kind of advertising you want to run, be sure to be specific. For instance, by paying a small fee to Instagram, you can advertise your blogs and posts there. This is frequently referred to as accountant advertising.

Another sort of investment is paid advertising, which describes digital adverts that are mostly pay-per-click (PPC). At the top of the search engine results page (SERP) are sponsored adverts called Google Ads.

Invest in Marketing Automation

Everything is becoming increasingly automated in the twenty-first century since it saves time and money. Although the market offers various marketing services to accountants, nothing surpasses marketing automation software's ability to automate manual tasks.

It enables users to successfully target prospects in addition to assisting in the timely delivery of automated messages. Managing the appointments and clients might be a chore if you consider it. Keep track of every meeting, contact clients, remind them, monitor payments, etc.

  • It substitutes newly functional automated procedures for manual ones.
  • It unifies all the marketing channels and nurtures leads.
  • It establishes a solitary, central mechanism for formulating and carrying out programs.

Many businesses use the customer relationship management system. It aids in maintaining client records and gathering different opportunities that may be employed later.

Upselling to Current Clients

The most straightforward marketing plan for accountants relies on preserving current connections. You can boost your revenue by asking your customers about their current challenges. Come up with a way to help them, then recommend they upgrade to a premium plan.

Get Referrals and Reviews

Reviews and referrals are the stars of your website; they draw customers. 92% of consumers believe friends and family over the media, making word-of-mouth marketing (WOM) an established and admired advertising. 

What is WOM, though, and when does it occur?

It simply refers to word-of-mouth advertising. When your customers are pleased with your interactions and services, they share their positive experiences with their loved ones. This is how favorable various people hear comments about your business. 

Get going by:

  • An excellent place to start is by getting in contact with your pleased customers and asking them to tell their friends and family about your offers. The secret to success is contacting your clients!
  • Designing a loyalty program to encourage customer interaction.
  • Launching a marketing campaign that rewards customers for referring friends by offering incentives like free consultations or savings on current services.

A fantastic approach to maintaining contact with your customers is through gift cards. After they submit a review, please give them a gift card; when they pay for the service, voilà! You've managed to reconnect. Obtain customer endorsements and post them on your website and other social media accounts. Share how you solved their issues and how others can profit from your expertise.

The Don'ts of Digital Marketing for Accountants

When implementing a digital marketing strategy, accountants should refrain from doing the following things:

Cold Calling

Cold calling is not suitable for digital marketing campaigns as it may be intrusive and inappropriate. Cold calls are unsolicited phone calls from a company or individual to a customer, often trying to sell something aggressively, which can leave customers with wrong impressions of the business.

Regarding digital marketing for accounting firms, cold calling should be avoided in favor of more effective and customer-friendly techniques such as email campaigns, content marketing, and social media ads. Remember that it is imperative to be patient when implementing a digital marketing strategy. Digital marketing takes time to yield results, creating a plan that works best for your business goals and objectives. With commitment and consistency from you and your team members, success will soon follow!

Cold Email

Cold email is the act of sending out unwelcome emails to potential customers or prospects to sell a product, service, or offer. It is an effective tactic for digital marketing, but it can also be seen as intrusive if done incorrectly. As such, accountants should care about how they craft their cold email messages and only send out emails relevant to their target audience. The content of the message should also be exciting and engaging enough to encourage recipients to click through and find out more about what is being offered. Additionally, make sure to include an opt-out option so recipients can unsubscribe easily if they choose not to receive further emails from you.

Unsolicited Text Messaging 

Unsolicited text messaging should also be avoided regarding digital marketing for accounting firms. This includes sending out unsolicited texts with offers, discounts, and promotions. Not only does this come across as unprofessional, but it can also lead to customers feeling spammed or harassed. Instead, opt for personalized messages relevant to each customer's needs and preferences so they feel valued by the business. Add an opt-out option for those who do not want to receive further texts from you.

Spamming potential clients with irrelevant information

Spamming potential clients with irrelevant information is a surefire way to lose their trust and damage your reputation. Ensure your content is relevant and informative, providing value to those who read it. Avoid bombarding potential clients with promotional content; focus on providing helpful information.

Ignoring feedback from customers

Ignoring customer feedback is a significant mistake in digital marketing for accounting firms. Feedback can provide valuable insights into your target audience's likes and dislikes, helping you effectively tailor your content. Listen to customer comments and promptly address any issues they have; this will show potential clients that you take their opinions seriously and that they can trust you with their business.

Don't rely solely on social media

Social media platforms are undoubtedly essential for any business, including accounting firms. However, relying solely on social media to generate leads and build a customer base can be a mistake. Social media platforms are constantly changing their algorithms, which can affect the visibility of your posts. Therefore, it's essential to diversify your digital marketing channels to ensure your message reaches your target audience.

Neglecting to update online information and profiles

It's essential to keep your online presence up-to-date to remain competitive and attract potential clients. This means regularly updating the information on your website and profiles, such as contact details or pricing of services. You should also ensure that all information is accurate and consistent across all platforms. Neglecting to do so can lead to customers being confused or frustrated, resulting in them looking elsewhere for an accountant. Updating any backlinks associated with your accounts; will help more people find you online and boost your search engine rankings. Finally, ensure that any images posted are of professional quality and accurately represent your business. This will give potential clients a better first impression of your brand online.

Don't ignore data and analytics

Digital marketing provides you with a wealth of data and analytics that can help you measure the effectiveness of your marketing campaigns, identify trends, and make data-driven decisions. Ignoring data and analytics can make it challenging to optimize your campaigns and improve your return on investment (ROI). Therefore, it's essential to track your website's traffic, monitor your social media engagement, and use analytics tools to measure the effectiveness of your marketing campaigns.

​Best Practices for Digital Marketing for Accountants

Digital marketing for accountants offers many opportunities to connect with potential clients, build brand awareness, and drive revenue growth. However, to make the most of these opportunities, accountants must follow best practices for digital marketing. Here are some of the best practices for digital marketing for accountants:

Define your target audience

Understanding your target audience is crucial for any digital marketing campaign. As an accountant, you must identify your ideal clients, their pain points, and their needed services. This knowledge will help you create targeted marketing campaigns that resonate with your audience and drive engagement.

Develop a comprehensive digital marketing strategy

A digital marketing strategy outlines your goals, tactics, and metrics for success. A comprehensive strategy should cover all the digital marketing channels you plan to use, such as social media, email marketing, content marketing, SEO, and paid advertising. Your strategy should also include a budget, timeline, and methods for measuring success.

Optimize your website for lead generation

Your website is your digital storefront and often the first impression potential clients have of your business. It's crucial to optimize your website to generate leads. This includes creating clear calls to action (CTAs), using lead magnets such as whitepapers and e-books, and having a dedicated landing page for each service you offer.

Leverage paid advertising

Paid advertising can help you reach a wider audience and generate leads quickly. Some of the most popular paid advertising channels for accountants include Google Ads, Facebook Ads, LinkedIn Ads, and Twitter Ads. Identifying the right keywords and target audience for your ads and using A/B testing to optimize your campaigns for success is crucial.

Monitor your analytics

Digital marketing provides you with a wealth of data and analytics that can help you measure the effectiveness of your marketing campaigns, identify trends, and make data-driven decisions. It's essential to track your website's traffic, monitor your social media engagement, and use analytics tools to measure the effectiveness of your marketing campaigns. This information will help you optimize your campaigns for success.


Digital marketing for accounting firms can be complex and time-consuming. However, by following the best practices outlined in this article, you can maximize the effectiveness of your digital marketing campaigns and ensure you are reaching your target audience. Taking the time to define your target audience, create a comprehensive strategy, optimize your website for lead generation, leverage paid advertising, and monitor analytics is essential for success. With these practices in place, you can attract more potential clients and grow your accounting business.

Contact Progeektech right away if you're looking for a digital marketing partner who will help you expand your accounting or tax practice. We would be pleased to discuss your particular requirements and develop a custom digital marketing strategy that will assist you in achieving your objectives. 

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