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How should Accountants market their business?


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An appraisal of the quality of websites and online marketing for Accountancy Firms with suggestions on how to improve and recommendations for driving new business for professional practices.

Published in: Business, Economy & Finance

How should Accountants market their business?

  1. 1. Accountants’ Marketing
  2. 2. What does an excellent website do? A website is a proxy for the business • It sets out clearly what the firm does • Provides brochures and collateral for download / sharing or emailing • Captures new enquiries as leads for the Partners to follow up • Raises the profile of the business through expert articles, informed opinion, SEO • Maintains the relationship with existing and past clients using blog / newsletters • Helps create opportunities for new business through events and training • Keeps analytics to track the success of each element • And all this is underpinned with internal processes for marketing
  3. 3. Which firm stands out?
  4. 4. Which firm stands out?
  5. 5. Which firm stands out?
  6. 6. Which firm stands out?
  7. 7. Which firm stands out?
  8. 8. Which firm stands out?
  9. 9. The best accountant firm websites • Findable • State services • Illustrate specialisms • Guide the prospective client • Enable contact with the firm • Name key staff members • Show office locations & map
  10. 10. How much marketing do accountants do?
  11. 11. Social Media use by accountancy firms 54% 10% 14% 22% Facebook 0 = no use 1 = low use 2 = moderate use 3 = regular use
  12. 12. New Business Development Methodology 1. State your business 2. Marketing Communications 3. New Business Pipeline 4. Profile Raising 5. Relationship Development 6. Creating Opportunities 7. Making New Business Happen 8. Analysis & Feedba
  13. 13. Test your website On each of the 8 step New Business Development Methodology Grade yourself 1-10 where 10 is high Asterisk which is most important for your firm Which is your greatest area of personal interest? At the end, you can give this to us or take it away. How did you score?