7 digital marketing tips to optimize your accounting firms

Jack Anderson     May 03, 2023     2159
7 digital marketing tips to optimize your accounting firms

7 digital marketing tips to optimize your accounting firms

The accounting industry is renowned for being extremely competitive, with many firms vying for the attention of potential clients. In this fast-paced and ever-evolving business landscape, accounting firms must establish a strong online presence in order to stay ahead of the competition. With the increasing reliance on technology and the internet, having a visible and impactful online presence can greatly help attract new clients and maintain a competitive edge in the market.

To achieve this, you need to develop a comprehensive digital marketing strategy that effectively promotes your accounting firm and its services to your target audience. An effective marketing plan incorporating a digital strategy is essential today, where most consumers do online research before purchasing. With over 60% of potential clients basing their decision on a firm's digital presence, this number is even higher for accounting services.

Want to expand your accounting firm and attract more clients? Integrating digital strategies into your marketing plan is vital in achieving your growth goals. With over 85% of consumers researching companies online before purchasing, having a strong online presence is crucial, especially for accounting firms.

1. Develop a strong website:

A professional website is crucial for your accounting firm's online presence. A visually appealing website that accurately reflects your brand and services will help to attract potential clients and build trust. Here are some key considerations when creating your website:

  • Professional Look and Feel
  • User-Friendliness
  • Comprehensive Information
  • Mobile Optimization
  • Optimized Content & Tone
  • Calls to Action

2. Use Search Engine Optimization (SEO):

As an accounting firm, SEO is crucial for improving online visibility and accessibility. This involves conducting keyword research and optimization by incorporating relevant keywords into website content and meta tags. Other SEO tactics, such as link building, technical optimization, and content creation, can improve website ranking in search engines and drive more organic traffic. By utilizing these strategies, an accounting firm can increase the chances of appearing at the top of search results, making it easier for potential clients to find them online.

3. Utilize social media:

Social media platforms such as LinkedIn, Facebook, and Twitter are crucial for accounting firms to reach their target audience, increase visibility, and build a strong online presence. LinkedIn provides professional networking opportunities, Facebook allows interaction through content, and Twitter enables real-time updates. Instagram can be tricky for accounting firms, but it does help to have a presence there as it shows your audience the human side of your firm. Regular engagement through informative content and updates can help attract potential clients, establish the firm as a thought leader, and engage followers to grow the business.

4. Invest in online advertising: 

Online advertising, including Google Ads and social media advertising, helps businesses increase visibility and attract new customers. Ads can target specific audiences based on location, keywords, age, interests, and behaviors. An accounting firm can use online advertising to promote its services and reach potential clients. Monitoring and improving advertising campaigns is important for maximizing return on investment. The firm can benefit from reaching a highly targeted audience. Continuously optimizing campaigns will lead to a positive return on investment over time.

5. Create engaging content:

Blogging, videos, and infographics effectively share valuable content and establish your accounting firm as a leader in the industry. Focus on creating useful, engaging, and relevant content. Blogs offer in-depth insights, videos provide visual engagement, and infographics present complex information. By delivering valuable content, you build trust and establish your firm as a thought leader. By sharing your expertise and knowledge, you educate your audience and demonstrate your understanding of important topics.

6. Build relationships with clients and referral sources:

Building strong relationships with clients and referral sources is essential for an accounting firm's success. Email marketing is a valuable tool for reaching out to these individuals and providing them with relevant information and updates. Personalized outreach, such as phone calls, handwritten notes, and special promotions, can strengthen relationships and create a positive impression.

Staying in touch with clients and referral sources regularly is crucial for maintaining these relationships. This can be achieved through regular follow-ups, newsletters, and valuable insights and advice. By consistently providing helpful information, an accounting firm can establish itself as a trusted resource and increase the likelihood of repeat business and referrals.

7. Measure your results:

Analytics tools are useful for accounting firms to track website performance. Metrics such as traffic, engagement, and conversions provide valuable insights. Conversion tracking is crucial for accounting firms. Low conversions indicate a problem, which can be identified with analytics tools such as Google Analytics. Firms can improve the user experience to increase conversions. Regular monitoring ensures the website is optimized for success. Accounting firms attract the right audience and provide them with the necessary information.

In conclusion, digital marketing is crucial for accounting firms to establish a strong online presence and stay ahead of the competition. By developing a comprehensive digital marketing strategy, incorporating a professional and well-designed website, utilizing SEO, social media, and online advertising, creating engaging content, building relationships with clients and referral sources, and measuring results, an accounting firm can effectively reach its target audience and achieve its growth goals. By utilizing these tips, accounting firms can establish a strong online presence and attract new clients while maintaining a competitive edge in the industry.


Entigrity™ is a trusted offshore staffing partner to 650+ accountants, CPAs, and tax firms across the US and Canada. Our flexible and transparent hiring model helps firms of all sizes hire staff for accounting, bookkeeping, tax preparation, or any other task for 75% less cost. As a firm 'run by accountants, for the accountants,' Entigrity captures the hiring needs of accounting firms most precisely, providing staff that works directly under your control and management; still, you are left with the least to worry about compliance, payroll taxes, overheads or any other benefits.

About The Author

Jack Anderson

Director, Marketing

Jack is the Head of Strategic Marketing at Entigrity Offshore Staffing with a demonstrated history of working in the financial services industry. Skilled in Tax Accounting, Income Tax, Management, Payroll, and Auditing. Strong sales professional with a Bachelor of Arts - BA, Business Adminstration focused in Accounting and Finance from California State University, Fullerton.

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