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Promoting accountants

by SirThomas
9 replies
Do you have experience promoting accountants, CPAs and tax prep companies? Offline or online... what has worked best for you?


Thomas
#accountants #cpas #promoting
  • Profile picture of the author digichik
    Originally Posted by SirThomas View Post

    Do you have experience promoting accountants, CPAs and tax prep companies? Offline or online... what has worked best for you?
    Not contacting them until after April 15th. Now is their busiest time of year -- tax season.
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    • Profile picture of the author maverick8
      Originally Posted by digichik View Post

      Not contacting them until after April 15th. Now is their busiest time of year -- tax season.
      I work with 5 accountants. And believe me if they are not as busy as they want to be they will talk to anyone that can fix it.
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      • Profile picture of the author SirThomas
        Originally Posted by maverick8 View Post

        I work with 5 accountants. And believe me if they are not as busy as they want to be they will talk to anyone that can fix it.
        Absolutely! Also, only a small part of CPAs prepare taxes... :-)

        What services do you offer to your accountant clients?
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        • Profile picture of the author maverick8
          Originally Posted by SirThomas View Post

          Absolutely! Also, only a small part of CPAs prepare taxes... :-)

          What services do you offer to your accountant clients?
          I have mostly done online marketing (SEO/SEM). Though a i have done a couple of websites.

          A lot of my accountants are different. Some are geared towards tax compliance, others more towards partnering with businesses for a more overall strategy.

          It is important to find out exactly what your accounting is targeting. Some of mine primarily target professional services. So they have a better chance of generating referrals.

          Once you learn their business model and target market/s you start to create your marketing creatives to suite their direction.

          -------

          Accountants have the problem of the people that use accountants do not really know what makes a good accountant, so they see it as a risk to change accountants. And overall people don't like change all to much.

          Most people stay with accountants for a long time. Which makes it hard to get new clients. But the clients you do get usually have a good lifetime value.

          Individual/single person clients have no where near the lifetime value of a business clients also.
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    • Profile picture of the author SirThomas
      Originally Posted by digichik View Post

      Not contacting them until after April 15th. Now is their busiest time of year -- tax season.
      LOL! You're funny...So, what worked for you after April 15?

      My question was regarding "promoting accountants" not promoting to them. Meaning, I am interested in what services people offered to accountants to help their practices, not how they got them to become their clients.
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  • Profile picture of the author squadron
    Originally Posted by SirThomas View Post

    Do you have experience promoting accountants, CPAs and tax prep companies? Offline or online... what has worked best for you?
    Thomas
    It's all about pain relief for small business.

    Turn this: [Box full of unsorted receipts, check stubs and bank statements]

    Into this: [Fist full of dollars and a receipt from the tax office]
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    2020 - Another Year of Bitcoin

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  • Profile picture of the author Jason Kanigan
    I've helped accounting practices set up referral programs with other professionals in their area (including other accountants! They have specialties and may want to swap for best fit).

    Part of that has included doing the actual calling for them to set up meetings, during the first couple of weeks. Then I wean them off my services and get them to do the calling themselves after the two weeks are up. They also implement a networking plan.

    The hard part for them to get their heads around is that they feel, because they are "professionals," they shouldn't have to call and sell.
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    • Profile picture of the author maverick8
      Originally Posted by Jason Kanigan View Post

      The hard part for them to get their heads around is that they feel, because they are "professionals," they shouldn't have to call and sell.
      LOL. I second. One big accounting firm i work with once had this conversation with me when we first starting chatting about their marketing. This is almost word for word;

      ME: "What marketing and advertising strategies do you have in place? and how are they measured?

      ACC: "Well to be honest we just throw a shit load of money in some where and see what it does"

      ME: "Facepalm"
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  • Profile picture of the author SirThomas
    Thanks guys! Appreciated!
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