How to Provide Year-Round Value to Your Clients
One of the biggest hurdles financial professionals face is to figure out how to provide value for their clients outside of tax season. By utilizing channels like blogs, emails, and social media, you can showcase your expertise all year long. Our latest whitepaper provides insights on how to open communication to increase client retention and referrals!
How to Accelerate Your Firm's Growth in 2022
Attracting and winning new clients is a challenge that every firm has, whether you're just starting out or you've been established for a while. The truth is, there's no magic formula or one-size-fits-all solution to filing your pipeline or converting prospects into clients. But to earn consistent business does require some planning, intentionality, and practice.
Download our free growth guide, which outlines key steps you can implement now to build your business development strategy. We've also included some sales tips and best practices to help you close the leads you're getting, whether it's through digital marketing or traditional, word-of-mouth referrals.
2022 State of Accountant Marketing Benchmark Report
Want to know about the current state of accounting marketing and how your firm's efforts stack up against your peers? Then check out this report, which is based on a recent study we conducted to understand the preferred marketing methods used by accounting and financial firms across the U.S.
With this report, you'll learn:
- How accountants are marketing their firms and the methods used
- Insights on budgets and marketing tactics
- Lessons from top performers
- The impacts of the Covid-19 pandemic
- And more!
15 Social Media Posts for Your Accounting Firm in Q1
Accountants know that numbers don't lie. So, here are two numbers that underscore why social media matters to accounting firms to expand the reach of traditional word-of-mouth advertising and increase referrals and website traffic:
- Facebook alone has over 2 billion active users (Statista), who share posts and recommendations with friends every day.
- Unsurprisingly, 73% of businesses ranked "increased acquisition of new customers" as their top dividend for social in 2021. (Hootsuite).
Said more simply: Where many accountants do not see social media as a worthwhile investment, social media is a major word-of-mouth referral platform that delivers results.
Cryptocurrency and taxes: What tax professionals need to know
The rising popularity of cryptocurrency investment, coupled with the IRS' virtual currency question on page 1 of Form 1040 has made it a must-know subject for tax pros. To help you serve your crypto clients successfully, we've created this guide, which provides a brief overview of cryptocurrency, along with details of what the IRS considers a taxable event, how to determine capital gains and losses, and much more.
The Digital Marketing Playbook for Financial Advisors and Planners
The financial uncertainty brought on by the global pandemic has resulted in an increased interest in financial markets and advice. And it's not just from those prepping for retirement or looking for a wealth manager. It's across all generations and income levels, including those in Generations X, Y, Z.
Social Media Calendar Guide
Social media is great for driving customer engagement and creating meaningful connections with current and future clients. But it does take a little maintenance and effort to keep the conversations going. So, what should you post, and when should you post it? Check out this guide, which includes posting ideas to keep your social media presence fresh and engaging all year long.
5 Weeks to a Great SEO Plan
SEO (Search Engine Optimization) is a set of activities you can do to your website to help it appear higher on the list of results returned by a search engine. Learn about SEO and activities you can do to improve your website.
Keep Growing Your Business - Even After Tax Season!
Whew! You've made it through tax season with hard work and dedication. Now that you are not rushing to support your clients during tax season, let's talk about how to lay the groundwork for next year.
16 Sure-fire Ways to Ramp Up Your Accounting Business
As a busy CPA, it can be difficult to juggle supporting your clients with your ongoing marketing efforts. But by focusing on your major marketing priorities, you can build your accounting business without detracting from your day-to-day responsibilities.
7 Ways to Prepare Your Marketing for Tax Season
Tax season is the most important time to focus on your marketing, as it helps you engage with potential clients when they need your services most. To help support your firm, CPA Site Solutions has created this free "7 Ways to Prepare Your Marketing for Tax Season" whitepaper.
Making Your Website Accessible to Everyone
Making sure your website is accessible to all visitors is a simple way to show you care about your clients, and it couldn't be easier. CPA Site Solutions provides a complimentary Website Accessibility Feature that includes screen readers, voice-to-text, modified keyboards, and more. To learn more about these features - and accessibility as a whole - read our latest whitepaper.
10 Reasons to Invest in Digital Marketing During Tax Season
Due to the stress of tax season, some firms suspend their marketing efforts until later in the year. However, tax season marketing delivers greater return on investment, as well as reduced competition. Our whitepaper walks you through the top 10 reasons to market during tax season, as well as tips to optimize your efforts across different channels!
10 Mind-blowing Stats that Illustrate Why Accountants and Financial Professionals Need to Be Marketing on Facebook
Today, it's getting harder and harder to cut through the noise and stand out among potential clients. Luckily, with 79% of adults using Facebook for hours a day, it's a great place to get in front of current and potential clients online. Learn 10 shocking statistics that will help show you why marketing on Facebook for CPAs is becoming an increasingly important part of your marketing strategy. Get your FREE flipbook today!
Texting with Clients: A Guide to Success
Did you know that the average American checks their phone every 12 minutes? Reaching clients immediately has gotten easier than ever thanks to text messaging solutions. As most people respond to a text message within 5 minutes, your business can increase response rates while reducing no-shows and cutting through the noise.
Download this flipbook to learn surprising statistics, best practices, and laws to follow when texting with clients to ensure your business stays competitive and up-to-date.
Workbook: How to Execute the Perfect Client Communications Campaigns
When it comes to growing your business, attracting new clients, and maintaining (or improving!) client loyalty, an effective communications plan along with perfectly executed campaigns is a must.
Getting started doesn't have to be overwhelming. In this step-by-step guide you'll learn how to define SMART goals for your firm, identify your target audience, and reach them in the ways that they prefer.
Download your workbook to improve client communications today!
Search Marketing for Accounting and Financial Professionals: A Guide to Getting More New Clients Online
It probably comes as no surprise that 90% of American adults use the internet, meaning you can reach nine out of every ten prospective new clients online.
With so many people in easy reach, it's critical to invest your time and money into a strong search marketing strategy to stand out among potential clients online. Get this whitepaper to learn how you can combine the power of pay-per-click advertising and search engine optimization to grow your business and stand out among competitors today.
The Definitive Guide to Online Marketing for Accountants
Everything you need to know about marketing your accounting firm
Why should clients select you over another accountant? Is it your areas of expertise? Years in the business? While numerous components factor into a client's choice, it ultimately comes down to perception and how you've marketed your firm.
This easy-to-follow resource breaks down key factors in accounting website design, search engine optimization, pay-per-click advertising, social media marketing, reputation management, and automated reminders for CPAs, accountants and financial professionals.
Learn key online marketing tips, considerations, and pitfalls to avoid for each channel plus get examples of how to utilize each.
Automated Client Communications for CPAs, Accountants, and Financial Professionals
Looking for ways to build relationships, trust, and stay top-of-mind with clients all year long? Effective communication is key - and it goes far beyond simple face-to-face conversations.
Read this whitepaper to learn the various communication channels that your firm should be applying, plus tips on when it's best to utilize each (e.g. should you send appointment reminders via text message or email?).
12 Ways to Get More Clients from Your Accounting Website
When it comes to accounting website design, trends and best practices are continually evolving. If you haven't updated your website in quite some time, now may be the perfect time to do so. Otherwise, you may be missing out on new client opportunities.
Our whitepaper uncovers the top 12 do's and don'ts of an effective website for your business. Plus it includes tips on what to consider before getting a custom website and questions to ask while you shop around for a website provider.
How to Attract New Clients Through Search Marketing
It's no surprise that when your firm appears high on search results, it gives online searchers confidence that your practice is one of the best options available.
Get your free copy of the Search Marketing Flipbook to learn answers to accountant's most common questions when it comes to search marketing.
Enhance Your Accounting Firm's Social Media Marketing Strategy
Social media marketing for accountants is one of the most powerful ways to reach new clients and increase referrals. By implementing the right, effective strategy accountants can keep clients engaged while attracting new clients to the firm. Plus, social media provides potential leads at a much lower cost than traditional methods of marketing.
Read this whitepaper to learn the top 7 actionable strategies to maximize your accounting firm's social media marketing success.
7 Ways to Prepare Your Accounting Firm Marketing for 2020
It may sound futuristic, but 2020 is closer than you think. And, if the anticipated trends come to fruition, within two years there will be massive changes to how businesses operate - accounting firms included.
We've examined current market trends, developments and influencer conversations to project out to the next decade, predict what will happen in the world of marketing and accounting, and how your firm can best prepare for these shifts.
The State of Marketing for Accountants: Benchmark Report
Ever wonder how your firm's marketing habits compare to that of your peers? Our recent study conducted among accountants across America provides insight into accountants' preferred marketing methods, both online and off, and understanding into how accounting firms manage these efforts. While marketing strategies and tactics vary, the common goal is firm growth and profitability.
Download this report which reveals how accountants are:
- Marketing their firm
- Allocating their marketing budgets
- Managing their marketing efforts
- And more!
How to Get Positive Reviews for Your Accounting Firm
Your reputation precedes you. Whether it's positive or negative can be the deciding factor for a client even considering looking at your firm. And today, while word-of-mouth remains one of the top forms of marketing, 88% of buyers will do research on their own first, reading reviews specifically to determine the quality of a local business' service.
Find out what you can do to take control of your online reputation, engage in community management, and encourage clients to leave positive reviews of your firm.
Tax Season Recovery Plan
When tax season is over, it's the perfect time to on the past few months and identify how you can improve for the future. Whether your goal is to attract more clients, gain steady year-round business, or improve profitability, this whitepaper will give you the insight that you need to start planning and prepping for the year ahead.
Read this whitepaper to learn how you can prepare to have an even more successful tax season next year.
How Accountants Can Attract and Retain Year-Round Clients
Tax season is in the rear view mirror. With extra time on your calendar, you may find yourself asking questions like "What can we do better?" or "How can we increase business throughout the year?"
There's no better time than now to start concentrating on a strategy to improve profitability year-round. Hint: It stems from attracting the right clientele, marketing your services effectively, and retaining highly-profitable, loyal clients.
Discover how to improve profitability year-round in this free whitepaper.
How to Increase Retention and Lifetime Value of Clients
Client retention is an often-neglected yet highly profitable aspect of your accounting marketing efforts. To maintain highly-loyal clients, you must provide a seamless experience from the moment they arrive on your website, through to their first and continued appointments with your firm.
Learn where you may be losing loyal clients and what you can do to improve loyalty.
Top 9 Trends and Recommendations for Accounting and Marketing in 2017
Whether your firm began long ago with ink on paper or recently with electronic documentation, you have likely experienced major shifts in the way you do business. The one thing you can count on though, is things change.
Over the past 10 years, every industry has been forced to evolve, thanks to the proliferation of social media, mobile devices, and the number of people who have constant Internet access. We explored these major shifts to develop a list of 9 trends continuing into 2017, as well as recommendations to keep your accounting firm prepared for them.
Finding a Better Client: A Guide to Getting the Clients You Really Want
Does it ever seem like there simply isn't enough time in the day to meet client demands? Do you wonder how you can become more profitable and efficient? The key is to strategically attract and retain your ideal clients, and evolve your current client base. Find out how to save time and increase profits in this whitepaper about finding a better client.
You will learn how to:
- Distinguish good revenue clients vs. bad revenue clients
- Evolve your client base so you're saving time and increasing profits
- Onboard new clients effectively
- And more!
An Accountants Guide to Getting More Profitable Clients with Google Ads
Whether you're growing your firm or want to target more specific clientele, pay-per-click (PPC) advertising allows you to get in front of the exact audiences that you want. If you're like most accountants, the problem is having enough time or understanding where to start.
Download this whitepaper to learn about:
- Pay-per-click advertising basics
- How to create the perfect PPC ad
- Key things to avoid in pay-per-click ads
- And more!
Running an Accounting Firm in the Age of Social Media
It's a basic law of advertising your business: put a sign where the people are. And today, it just so happens that millions of people are on social media. But which social networks are best for you to spend your time marketing? How do you effectively reach prospective clients in a personable manner while still coming off as a professional?
Learn the answers to these questions and how to grow profits and referrals utilizing social media by downloading the guide Running an Accounting Firm in the Age of Social Media today!
10 Best Practices for Designing Great Accounting Websites
Many accountants want to create a compelling web presence, both to attract prospective clients and to maintain relationships with existing clients. Though many accounting firms recognize the value of well-designed websites with compelling content, the task of identifying and implementing these best practices can be overwhelming.
Download this whitepaper to learn the top 10 website design best practices to get you noticed and trusted by prospective clients.
Local Search and How It's Affecting Your Firm
A professional's guide to understanding search engine optimization
When prospective clients search the Internet to find someone who can do the services you offer, is your firm easily picked up by search engines? Find out how to get noticed by local clients through search engine optimization in this easy-to-follow whitepaper.
The Search Engine Optimization Dictionary for Accountants
Learn the key terms used in the world of search engine optimization.
Search engine optimization is a complex topic but it can be easier to understand when you have a strong base of the terminology that's commonly used. Download this guide to learn the key words and phrases associated with search engine optimization and get a better look into how it works.
An Accountant's Guide to Blogging
Discover how to start, what to write, and what you can do to make your blog work for your firm.
When done right, an accounting blog for your firm can reap some serious benefits such as helping your website's rankings, improving your firm's visibility, and further establishing yourself as an expert in your industry building trust among current and prospective clients.
But getting started can be a daunting task. Get the guide to understand key ways to make your firm's blog a success.
Get Better Rankings on Google
Find out how getting more backlinks to your website can improve your rankings on search engines.
There are many strategies that go into improving your website's ranking within search results. Backlinks are a key ingredient that feed your SEO strategy's success. The difficult part is understanding how to get more backlinks that build credibility.
Read this whitepaper to understand more about backlinks and how to garner more of them for an effective SEO strategy.
