6 Effective Strategies for Marketing a Bookkeeping Business


With regards to direct competition, you want to detail the other bookkeeping companies with which you compete. Most likely, your direct competitors will be bookkeeping companies located very close to your location. Milestones could include sales goals you’ve reached, new store openings, etc. The second most common form of funding for a bookkeeping company is angel investors.

It explains your business goals and your strategy for reaching them. For example, LinkedIn can be particularly useful for reaching clients since professionals already gather on that platform to grow their business. Below are two ways you can effectively market your bookkeeping services on social platforms. Explain how your business plan fits into the current market and how you plan to capitalize on the trends you are seeing. Make sure to include any potential threats and how you plan to address them. Finally, provide any information on your customer base and the customer segments you plan to target. The small business accounting industry consists of numerous independent accountants and bookkeepers as well as many small firms.

Need More Options for Your Bookkeeping Marketing Plan?

The goal of your Executive Summary is to quickly engage the reader. In developing your income statement, you need to devise assumptions.

  • Clients would pay $20 -$25, once benefits and taxes are factored in, for an in-house, part-time bookkeeper, and would still be responsible for training, oversight, and management in that case.
  • In many cases, registering your business is as easy as simply registering your business name.
  • Branding is an opportunity to differentiate your firm — and many accounting firms miss it completely.
  • I’ve built 2 businesses almost entirely off the back of blogging.
  • When it comes to marketing accounting services, email can be a great strategy to stay in front of both current and potential clients.

Google is simply a gateway to your website, and you will need to ensure that your website does an excellent job of converting visitors into customers. Social media will betray you, and with the exception of YouTube, they generally lead to less profitable and lower grade businesses. The main thing I want you to know is that you should absolutely open up a page on each of the following social media platforms, and then you should abide by some principles. So, Setup the profile, get more reviews, get character reference reviews and then do ALL SORTS of work in the beginning to get reps and build up reviews.

Don’t forget to monitor reviews.

Top individual full-time bookkeepers can make well over 6-figures. Even part-time bookkeepers stand to do well in today’s economy. A Provided by Client list is a checklist of supporting documents required by your client in preparation for their audit. Save time having this pre-made, tweaking it for each client and re-using it every year. Accountants are always busy and therefore looking for ways to improve their efficiency. These apps for accountants can be used in all areas of your business to make your life easier. Get a list of the most important questions to ask in your next bookkeeping client intake form in order to gather as much vital information as possible to help facilitate the onboarding phase.


Chances are, before a business tries to find a bookkeeping service, they’re going to need other types of help. Or, they may need a printing service to produce business cards.

Accounting Service

The Sorcerer’s accounting and bookkeeping services can provide the solution to these problems. Digital marketing for accountants is a fantastic way to build a client base and collect leads. But at the end of the day, your current clients can be an integral part of your marketing plan.

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They will contact businesses by phone and generally meet in person (at the client’s office) to interview and discuss the prospect of working together. Email marketing sits near the top of the list of effective marketing channels.

Market Your Business

Any amount of selling or marketing that you would do in person should be replicated on your website and you should invest heavily into developing messaging and positioning that turns visitors into customers. Every single file on the Internet, email, video or thing you create on social media, will eventually lead to your website. First off, social media giants notoriously play games with it’s algorithms and it rewards bottom of the barrel trends and activities. The platform is not going to reward you because generally speaking, you’re trying to feed people broccoli and help them to what’s good for them.

Accounting and bookkeeping are essential activities for any business or organization. Without proper financial management and recordkeeping, it is impossible to know the health of a company or plan for the future. Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight. Make the most of your biggest fans – your existing customers. Ask them to refer your services to their own networks, and if necessary, incentivise this by offering them a ‘reward’ for any new leads, or new business won, such as an hour off their next fee, a voucher or a free lunch.

Upsell Existing Clients

A great time to try this out is before tax season because that is when people have accounting and bookkeeping most on their mind. People are much more comfortable participating in video conferencing than ever before. A great time to try this out is before tax season because people have accounting and bookkeeping most on their minds. Naturally, you want to spend the majority of your time serving clients. However, you need to know how to attract and land bookkeeping clients. While you don’t need to be an expert in every single area, any bookkeeping company must provide reliable, educated services to their clients.