Marketing Accounting Firms

The professionals at CPA, accounting, investing and actuarial firms are trusted advisors to any business or family. As such, it takes more to land a new file than an accounting website that matches up with a prospective client’s list of requirements.

Marketing accounting firms. What really works?

Whether they’re aware of it or not, your prospective clients are also looking for an intangible quality that helps them to predict ‘fit’.  They may be looking for clues about…

• The courage to deliver needed advice, even when it’s hard to hear
• The comfort of shared personal interests or connections
• A temperament and style that balances their own emotions
• An ability to simplify complex ideas
• And the list goes on…

Depending on how well informed your network is, some of these qualities may come through with word of mouth referrals. But, today’s empowered market likes to check their facts out for themselves and referrals need to stand up to your prospect’s independent research findings.

So, how can the approach towards marketing accounting firms give prospective clients a sense of ‘fit’, sight unseen?

“…Sandra provided relevant and well thought out feedback on some of our existing marketing materials that allowed us to better define our firm’s value proposition and unique place in the market….” Cunningham LLP, Lisa Cutler, Marketing

Resist the temptation to tell your audience what you think they want to hear. Instead, steep your professional identity – your entire accounting marketing plan – in your passion, your values, your very culture. It’s not about avoiding the possibility of turning away a few heads. It’s about saying what will help your desired growth market feel understood.

Powerful connections are based on authentic disclosure. That’s the foundation of trust. Get that right and you will have done most of your selling before you even get to that first handshake.