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11 Marketing Tips for Accounting Firms

by Isaac M. O'Bannon | Jan 15, 2020   ()
Marketing can be challenging for many accounting professionals. First, most accounting and tax pros are not natural salespeople, which is what marketing seems to be. But if you take the approach that sales is only one part of what marketing is for an accounting firm, it can be less daunting. Successful and well-implemented marketing is much broader and involves an entire business relationship that a firm has with a client. This starts when they were a prospect, then evolves over the course of time to include them as a client with recurring business, and ideally grows into a client which the firm serves in numerous ways throughout the year, such as for taxes, business planning, payroll and bookkeeping services.

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Source: CPA Practice Advisor

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