Accounting Firm Marketing Ideas for Building Your Brand

As more firms increase attention on accounting firm marketing, many are looking for new ways to build their brands. Every firm has a different approach to attracting new business. Some rely on rainmakers within their professional staff. Others hire business development teams to focus on sales. Some firms have marketing departments to generate interest, and some even use a combination of these approaches.

However your firm attracts new clients, how you present yourself is an important part of your firm’s brand. Your reputation hinges on making and maintaining a good impression. So what can you do to make a good impression? Offering tools that help clients work smarter and collaborate more effectively will enhance your brand as a trusted advisor. And it’s easier than you might think.

Get started with these three tips for accounting firm marketing

  • Help your clients help themselves. Many clients demand 24/7 access to their files and data, from wherever they are. Offering self-service tools, like client portals give clients more control over their information, and helps your staff achieve work/life balance. More empowered clients and less-stressed staff are a win-win for your firm’s reputation.
  • Make your website worth visiting. It’s widely accepted that your firm’s website is its digital storefront. But you don’t want clients stopping by your site once, never to return. Make sure your site is providing fresh content and interactive tools, and make sure your portal login page is easily accessible via your website. Potential clients will see the portal and know that your firm values client collaboration, and existing clients will always know how to access their important information when they need it.
  • Reduce your response time. Mailing documents back and forth takes time, and even if mailing time isn’t billable, your clients would still prefer not to wait. Collecting files, delivering work and presenting invoices through a portal can cut several days off of your cycle time. This is not just good for your efficiency, but it helps your clients see you as more responsive as well.

To build your brand, look at every interaction point you have with your clients and ask yourself how you can use that opportunity to improve the client experience. Portals are an excellent firm branding tool, which you can use to show off your firm’s efficiency, value and responsiveness to client needs.

To learn more about how you can successfully implement portals in your firm, download our whitepaper, 7 Secrets to Portal Success.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall

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