Relying on peak-season demand isn’t sustainable as a Tax Pro.
Here are the 4 essential marketing strategies for accountants to generate more leads.
1 – Determine who you want as a client.
Are you looking for individual taxpayers or small businesses? Do you want to target older clients or those starting out? Is there a type of client that appeals to you? Some like to focus on clergy and non-profits, while others like the challenge of a flow-through entity. Choosing who you want to work with first is helpful because you talk to them in news and social media. This approach makes those ideal clients say “hey, this accountant or tax professional is speaking right to me!” Practice Panda has individual tax tips, monthly newsletters with a variety of topics, business and high value targeted topics and a full library of articles to help you fit exactly what your ideal audience needs, so you can be sure you are sending a clear message to the perfect fit.
2 – Look like an established tax pro with a value packed website.
When a client refers a friend to you for their taxes, you can be sure that this lead will check you out online first to see if you are a good fit. This is the first interaction you will have with this lead, so you definitely want to make it a good one! Having a clear list of services, forms to request information, and a value packed resource page can make the difference between looking like an established tax pro or a DIY bookkeeper. The good news is that Practice Panda already has your website ready to go and can have it set up for you within 15 minutes. Plus it is easy to add your personal touch too!
3 – Show your value & stay top of mind with social media.
Depending on which client you want to attract you can choose from LinkedIn which is great for small business connections or Instagram and Facebook for more family tax clients. This is a great place to showcase your expertise with tax tips, deadline reminders, FAQs, and client success stories. You could even use video or short posts like those we have already created for you in Practice Panda to make complex topics digestible. Practice Panda makes updating your social media easy and automatic, so you are staying in front of new leads and current clients consistently.
4 – Be the go-to resource with valuable free content.
Position yourself as a helpful expert with blogs, downloadable checklists, tax calendars, or short tax tip videos – all of which Practice Panda has already written and is ready for you to use. This free content is a great way to build an email list, by offering these resources in exchange for contact info. Once you establish your email list you can easily stay in touch and nurture these leads – with Practice Panda’s help it’s completely automated.
Consistency is key in marketing, new leads and clients need your attention. We know that you have your hands full – especially during tax season. This is why having Practice Panda do the work for you in creating valuable content and auto-send features makes it easy to stay consistent. Book a demo to find out how your current lead generation efforts can be updated with Practice Panda.
