Mar­ket­ing your account­ing firm is a crit­i­cal step to improv­ing brand aware­ness, becom­ing an indus­try voice of author­i­ty, gain­ing more clients and improv­ing sales. Check out Rosy Strate­gies’ tips on how to mar­ket your account­ing firm below.


Group of accountants networking at an event.

Mak­ing con­tacts is only the begin­ning of net­work­ing. Once you meet impor­tant peo­ple, com­mu­ni­cate with them. Find out how your busi­ness can help theirs or vice ver­sa, look for oppor­tu­ni­ties to col­lab­o­rate and extend invi­ta­tions to events and live sem­i­nars.

Networking will expand your reach and cement your industry expertise.


Con­sis­tent­ly shar­ing qual­i­ty con­tent is one of the best things you can do for your account­ing firm. Find clever ways to dis­play infor­ma­tion, edu­cate con­sumers and engage your audi­ence. Qual­i­ty con­tent boosts web­site SEO, earns loy­al con­tent con­sumers, improves the expert sta­tus and gen­er­ates more busi­ness.


What is your current referral strategy?

When it comes to earn­ing clients based off of expe­ri­ence and rep­u­ta­tion, a good word goes a long way. Con­sid­er the impor­tance of account­ing and how seri­ous­ly a prospec­tive client con­sid­ers the deci­sion before set­tling on a firm.

Image of trusted brand sign. concept of referral strategies role in building brand reputation.

To increase word-of-mouth refer­rals, set up an incen­tive-based refer­ral pro­gram to encour­age cur­rent clients to refer fam­i­ly and friends. Don’t stop here — work on rack­ing up street cred­it and build­ing a rep­u­ta­tion that wins you clients who find you through your impec­ca­ble rep­u­ta­tion in your com­mu­ni­ty.

Expert Visibility

  • Who works at your firm who con­tin­u­al­ly increas­es their account­ing exper­tise?
  • What can you do to share the impor­tant opin­ions of this per­son at your firm?

If you can shine a light on a few exec­u­tives and gen­er­ate a fol­low­ing for them, you will attract more prospec­tive clients to your firm.

Cloud-based Apps

Cloud-based apps will dis­tin­guish you from com­peti­tors, improve cus­tomer expe­ri­ence and allow an effec­tive, inter­ac­tive and edu­ca­tion­al expe­ri­ence between your clients and your brand. Cloud-based apps make it easy for clients to track, upload and sift through impor­tant finan­cial infor­ma­tion that they can access from any­where in the world, any time of the day.

New Services for Existing Clients

Keep your exist­ing clients top of mind as you unleash new ser­vices at your firm. Make sure that all clients are aware of your port­fo­lio of ser­vices and sched­ule meet­ings to make sug­ges­tions for addi­tion­al offers they can ben­e­fit from to keep cur­rent busi­ness evolv­ing and grow­ing.

CRM Software

Use a cus­tomer rela­tion­ship man­age­ment soft­ware (CRM) to ensure that clients and prospec­tive clients are receiv­ing the right con­tent at the right time. Automat­ing these efforts frees up time for your mar­ket­ing team and keeps cre­ative out­put con­sis­tent and effec­tive.

Brand Visibility

Your brand speaks for you on the street, so cater to it in every mar­ket­ing and busi­ness deci­sion you make. Part­ner with well-revered com­mu­ni­ty lead­ers and busi­ness­es; help out at com­mu­ni­ty events; offer edu­ca­tion­al sem­i­nars and find ways to stand for a mis­sion that bet­ters the lives of every­one in the account­ing indus­try and in your com­mu­ni­ty, specif­i­cal­ly.

Emails and Reminders

Email mar­ket­ing is still an impor­tant ele­ment of dig­i­tal mar­ket­ing. Email­ing keeps your brand top of mind and lets con­sumers know you’re always active. Use email to edu­cate your clients and to inform them of upcom­ing events, review reminders or new ser­vices you want them to try.

Free tools and Resources

The more you offer to clients for free, the more they can jus­ti­fy pay­ing for your ser­vices. What kind of tools and resources can you pro­vide free of cost to exist­ing and prospec­tive con­sumers? Webi­na­rs, pre­sen­ta­tions and DIY account­ing cal­cu­la­tors are great ways to encour­age peo­ple to inter­act with your web­site and brand.

Rosy Strategies Can Help

Do you have a mar­ket­ing strat­e­gy that is sure to bring your account­ing firm to its poten­tial? If not, reach out to our experts at Rosy Strate­gies to get start­ed on defin­ing ini­tia­tives that will bring you and your team the suc­cess you deserve.