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CPA Firm Marketing Ideas in 2019

by Tom Bowen
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As a certified public accountant (CPA), it’s your responsibility to provide expert-level consultation and expertise to individuals and business concerning finances and taxes.

To make matters difficult, CPAs are in high-demand and the competition in this industry can be brutal.

Unless your prospects know your business by name before they conduct an online search (chances are that they won’t), you must invest your time and resources in developing a strong marketing strategy for your firm.

Follow this guide to learn about the top CPA firm marketing trends in 2019 you can leverage for your firm.

Offer Free 10-Minute Consultations

CPAs should always strive to establish themselves as thought leaders. Making a name for yourself doesn’t mean you have to work at a large CPA firm. It just takes hard work and a high degree of commitment to educating people.

When people are searching for CPA, they are often struggling with the thought of if they actually need one. 10-minute consultations don’t take a lot of time and they are great for tackling your prospects’ preliminary questions.

This can help you optimize your ROI while cutting back costs on outside help from marketing agencies.

Speak at Industry Events

The immense popularity of social media and YouTube has made it possible for thought leaders to broadcast live industry events. These broadcasts are important for business leaders because it teaches them how to drive more sales and conduct more efficient business.

Placing yourself in front of these business leaders is a great marketing strategy and it doesn’t require you to do anything but outreach. There are several industry events you can participate in to share your expertise and market yourself as an authority in the CPA industry.

Use CRM Software to Drive More Sales

Customer-relationship management (CRM) software is an essential marketing tool for businesses of all sizes. CRM software gives CPAs the opportunity to keep track of prospects and guide them down the funnel into consumer territory.

In 2019, more and more people will browse your website for information other any other alternative. Therefore, it’s on you to keep up with the information they will leave on your website.

Using CRM software is an effective means of nurturing your leads until they’re ready to commit to one of your services.

Market Your Expertise Beyond Taxes and Books

Every CPA is busy during tax season, but it doesn’t have to always be like that. If anyone in your firm has experience outside of taxes and bookkeeping, then you can market their expertise as an additional service your company offers.

For example, if you have an executive in your firm that has worked as a CFO, you can use them to help your clients year-round in finance, not just accounting.

Chances are that you have someone in your firm with indispensable knowledge on a finance subject. Taking this holistic approach can help your firm drive more sales throughout the year and build more client relationships.

Any Thoughts?

Marketing has changed in 2019 for CPAs. Staying on top of popular tends is a great way to spend your money wisely on techniques that actually work.

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