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Get the tactics you need to build an effective marketing strategy at your firm

The right marketing tactics will help to attract more of your ideal accounting or bookkeeping clients, which will lead to better business results for both your firm and your clients’ businesses.

For some accountants and bookkeepers, marketing might be a new or developing skill. How can you ensure you’re checking off all the boxes that will set the foundation for your firm’s success?

This marketing checklist outlines the essential marketing tactics for your firm, including:

  1. Setting your firm’s marketing strategy
  2. Building an effective website
  3. Optimizing your site for search engines
  4. Leveraging directories and listings
  5. Launching content marketing
  6. Promoting via social media
  7. Nurturing leads via email
  8. Measuring, optimizing, and improving

Complete the form to download the marketing checklist!