4 Marketing Numbers for a Certified Public Accountant

As a Certified Public Accountant (CPA), numbers and figures may come effortlessly to your financial brain. Marketing proficiency, on the other hand, might not.

Unless people know that you are in the business and that they can count on you to handle something as important as their personal money matters, you would not be using your extensive skill set to its full potential. Here are a few effective pointers on how to do just that. Read on.

1. Keep the Client Base That You Already Have

The best clients are the ones you’ve already got. These are people who already trust you with their finances. Also, it costs you far more time and money to get a new client than to retain an existing one.

Needless to say, as a certified public accountant, it is imperative that you leave no stone unturned in retaining them. Always keep in touch with personalized messages. There are several email marketing services available online that simplify this process by eliminating the need to manually send hundreds of email.

Sending out reminders as tax filing season approaches is a good idea.

2. Target the Right Audience

You could promote your CPA practice the old way where you put up an ad for everyone to see, or you could do it the smart way and target your certified public accountant ad specifically to the type of people who are most likely to respond and build up your revenue.

When promoting your accounting firm online, you should first analyze your client demographics and ensure that the ad reaches the right people. Go through your existing client list and spot patterns. If your most profitable patrons were married individuals who were aged 35-45, pulling in an annual income of at least USD 100,000, then these are the sort of people you want to lure with your ad.

3. Include a Call-to-Action

Now that your tailor-made certified public accountant (CPA) advertisement has been targeted at the appropriate audience, tell them what to do next. This is referred to as a call-to-action. A bold, brightly coloured section that says "Call Us Now!” with an attached phone number is ideal.

Instead of making people wonder what steps to take after reading your ad, having a structured path to follow makes it easy for prospective customers to become actual customers of your accounting firm.

4. Offer Discounts for Early Filers

Discounts and freebies always work. So why not capitalize on that and offer the services of your accounting firm at a slightly lower charge for those who sign up promptly? In addition to providing discounts, include messages such as "File Your Taxes Early, Don’t Panic at the Last Moment!” to coax prospective customers into willingly accepting your services quickly.

These techniques can be coupled with inventive ideas such as having your business reviewed and rated online. When people search on the internet for certified public accountants, multiple results pop up. If yours has a good star rating in Google search results, interested parties are more likely to make a beeline for your services.

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