5 Marketing Tips for CPAs and Tax Professionals
No matter the size of your firm, obtaining new clients is key for long-term growth and success— however, this is often easier said than done. At EHTC, we truly value the importance of marketing and understand its necessity in our growth. Whether you have marketing experience or not, we compiled five of our easy-to-implement tips for marketing your CPA firm.
Utilize LinkedIn
When it comes to social media, it’s best to use platforms that make sense for your business. LinkedIn is built for businesses and professionals, which means it’s an ideal place for you to share business-related news, tax tips, and industry knowledge. Helpful, informational, or inspirational LinkedIn content tends to perform best— consider what you might share from your industry or experience that fits into one of those three categories.
2. Create Content That Fits Your Audience
If you have a business account or page on a social media platform, it’s essential to create content that makes sense for your audience. For example, it would make sense for our team at EHTC to share tax tips, explain our various services, and share updates from our industry. These types of content fit our business and will appeal to our audience— who have likely followed us for this exact reason.
If you’re feeling stuck when it comes to content creation, visit your website and start brainstorming ideas from there. Here are a few examples our marketing team has used in the past:
Share team member profiles
Share recent blog posts
Explain what services you offer
Encourage your followers to connect with your team (incentives help here!)
Job postings
News or updates from your business
It can also be helpful to look at other CPA firms’ social media accounts for inspiration. Please note: this is for inspiration only, not plagiarism.
Pro Tip: Keep the personal information to a minimum on your business pages. Your audience likely started following you for your knowledge and expertise, and it’s what they’re expecting to see from you.
3. Capitalize On Your Expertise
If you are a licensed, credible, and experienced CPA— congratulations! You’re automatically an expert in your field to the average, non-CPA public. Your expertise and industry knowledge sets you apart, and that’s worth leveraging in your marketing efforts. If you specialize in a specific industry, use it to your advantage and market directly to that group. If you have an impressive amount of years of experience, share this information on your website (it’s an automatic credibility builder taking no thought or effort on your part). Share your mission, what makes you unique, and show potential clients why they should trust you.
4. Collect Reviews
If your client has had a great experience with you, don’t be afraid to ask for a review or testimonial! Potential clients will read your reviews as social proof you are who you say you are, and will make important decisions based on your credibility. Rave reviews can be showcased on your website and social media.
5. Utilize Email Marketing
According to Constant Contact, for every $1 you spend on email marketing, you can expect a return of $38. With an ROI as promising as that, email marketing is worth investing your time and money. Use email marketing platforms (such as MailChimp or FloDesk) to send promotional campaigns to current and potential clients. Be sure to stay consistent in order to keep your audience engaged.
Marketing doesn’t have to be complicated or expensive to be effective. If you found this blog post helpful, we have other resources available to help you grow your business and stay updated on the latest tax news. If you have additional questions about marketing, our services, or working with us, we’d love to hear from you! Reach out to our team of tax professionals and find more information on our website.
About EHTC
EHTC is a dedicated, full-service CPA firm in West Michigan that focuses on helping clients to achieve their full potential through comprehensive accounting, finance and tax services. We are a local firm with large firm resources, using a team approach to proactive client service that helps our clients gain a competitive advantage through our ability to develop strategies and present realistic solutions that build value.