Five tips to get more accounting clients

Five tips to get more accounting clients

Share This Post

As an accountant, you must have a number of regular clients in your service list. You are also doing your best to get new clients every day—with the hopes that this work will fulfill some aspect of your passion for numbers and interest in being able to help people.

Many CPAs and bookkeepers don’t want to “waste” hours at BNI meetings and other networking events to find new clients. Even though these methods may work well, online marketing lets you reach many potential customers. You can reach the clients you really want and figure out exactly how much your investment is making you back.

Here are five tips to help you grow your business online.

  1. Make a free marketing plan for LinkedIn [B2B]
  1. Run Facebook ads [advertising on social media]
  1. Set up Google My Business and optimize it.
  1. [SEO] Check your own site.
  1. Create Your Dream 100 [First generation] 


Here is a fairly complete list of the 8 Hidden Agenda Of How Accounting Firms Get Clients that ways you can attract prospects for your freelance work for chartered accountants or bookkeeping business.

There are 8 tips to get more accounting clients for a side business for chartered accountants. 

  1. Keep a LinkedIn profile up-to-date. 

LinkedIn is a big business-to-business or business-to-consumer social media site.

You are ensuring that your LinkedIn page or profile is set up to connect people with what you offer and the people you want to bring into your network. 

There are a few ways to use LinkedIn to get accounting clients online, but here are two of the most important ones:

  • Keep your current photo professional and high-quality.
  • Make sure that the most important parts of your profile are your headline and summary.
  • Use them perfectly to show your expertise and explain your services.
  • Regularly post content that both show off your expertise and teaches your                Prospects.
  • You can also look up your prospects on LinkedIn to find out what they’re working on and what they want. 

2) Make a Facebook page for your business 

A lot of freelancers on Facebook work for chartered accountants to make money because

Facebook, which has over 2 billion users, is the best place for chartered accountants to make money. You can set up a professional profile and page on a business page. You can also invite clients to like the page, get reviews, promote events, and do much more.

You can learn how to make a Facebook business page professionally by clicking on the link. 

3. Make a YouTube channel for yourself. 

If you want to teach, then YouTube is the best place to show off your videos that show what you know. Most freelancers work for chartered accountants and make videos to bring in new clients. These days, most people can only pay attention for about three to seven minutes.

Keeping the only thing to learn in a separate video makes it easy. You can use your phone’s camera in video mode to make the video. Guys, trust me, YouTube is an excellent place for chartered accountants to do side business, and you can also work for them full-time as a freelancer.

4. Sign up for Twitter. 

“Twitter” is the name of another social media site. Twitter is a tool that lets you raise the value of your brand and stay in clients’ minds. As a chartered accountant on Twitter, you can get more clients for your side business. 

5. Upwork Marketplaces 

 for freelancers is a great way to find new clients. So you can ask yourself another question about how to get online accounting clients on Upwork. There is an answer where you can find people looking for all kinds of work, from accounting to data entry and everything in between. It’s not just for single freelancers.

6. By TaxBuzz

is a list of people working for chartered accountants and tax professionals as a side business. It is run by Client Whys, one of my competitors in the accounting website business. The price ranges from free to $500 per year, but you’ll probably be upsold.

Click on this link: 

7. Write blogs and put them on sites that your clients visit often.

If you are a writer or a blogger and want to tell potential clients something, you should write a blog and post it online. You can send it to sites that publish it in addition to your own blog, where you can quickly answer the question of how accounting firms get new clients online. 

8. You can become a part of the QuickBooks Community.

On Intuit’s community platform, QuickBooks Community is where accountants and small business owners can meet and learn from each other. When you ask business owners questions and give them answers, you have a chance to get to know them better. Here is where you can sign up: 


These five tips on how to market an accounting firm can help get the word out about the business, bring in new clients, keep current clients in mind, offer more services to current clients, and more. 

5 Tips on How to Market an Accounting Firm

1. Update your website

Take an objective look at your firm’s website to determine what updates are needed. According to Adobe, 38% of people will stop engaging with a website if the content or layout is unattractive. An unattractive website can mean having too much content, not enough, or having people play “Where’s Waldo?” on your site. Too much content – it is tempting to want to tell the world about everything your firm offers you can’t or shouldn’t. Think about your top-performing services and highlight those only – once you’re working with the client, you’ll have the opportunity to let them know what other services you can provide. 

TIP: Utilize a clean, crisp design that focuses on the top three items needed on any accounting firm homepage: your contact information; a simple summary of what your firm is about; and clear, attractive options that tell visitors what they can do next.

2. Make sure you are at the top of local search results

Having keywords for Search Engine Optimization is part of making changes to your accounting firm’s website (SEO). SEO is the process of making sure a website is high on a search engine’s list of results to get as many people as possible to visit it.

But because it can take a lot of work to stay up to date with SEO standards and understand KPIs, some companies find it easier to give this work to marketing experts. 

TIP: Whether you do SEO in-house or not, other online references to your business greatly impact how it shows up in local search results. Take control of your listings on Google My Business, YP, Yelp, and other similar sites to ensure your business can be found online on Google and elsewhere. 

3. Start a blog and keep it up-to-date.

Your accounting firm can become a “thought leader” and show off the knowledge and insight of its partners and staff by starting a blog. Even better, a blog can give you regular content for social media and email marketing, and if you host it on the same domain as your site, it can even help your site rank higher in search results.

TIP: If you decide to do a blog, understand consistency is key. Make a regular plan and stick to it. Getting people to read your blog takes time. This happens when people like your content and know they can count on you to keep putting out the good stuff. 

4. Use social media properly

Social media has a lot of benefits for businesses, which is why it’s one of the most effective ways to spread content and raise brand awareness and visibility.

Even though many businesses have social media accounts on sites like Twitter and LinkedIn, they often need to learn how to use them to market themselves.

Putting your business in a place where people share, like, and “talk” about it raises its visibility and can bring more people back to your website.


TIP: Social media is all about conversations, so think of it as a conversation. If it’s used well, it can make businesses more human. Post content your followers are likely to share or comment on for the best results, which could help you reach their connections. 

5. Get the most out of your email marketing

Most businesses talk to their clients regularly through email, but most need to take full advantage of this. Make the most of your email marketing by sending out regular updates and interesting content that isn’t just about accounting but also business strategy and money tips.

TIP: Just like your website, make sure your emails are easy to read on the phone. Avoid long, drawn-out sets of content. Instead, give “teasers” of content with links to your website.

People also ask:

1)How do I get more accounting Clients?

We know you’re a great accountant and want to help you get more clients! Here are some tips for finding accounting clients:

  • Promote yourself and your business.
  • Create a professional website.
  • Build your personal brand.
  • Build relationships and network with people in your industry.
  • Make sure that you have good website search engine optimization (SEO).
  • Build your presence on social media platforms.
  • Use email marketing to attract new customers.
  • Get your business listed on Google, Yahoo, and Bing
  • Develop a social media presence

2)How do Accounting firms attract Clients?

Accounting firms typically have several ways to attract clients, including

  • Having a good reputation in the community, where they’re located, or even at a national level.
  • Offering competitive rates. This can be done by keeping overhead costs low or by offering additional services that cost less than other similar firms.
  • Creating new services that are in demand. For example, an accounting firm can offer tax planning to help clients with their taxes and save them money.
  • Having a website easy for potential clients to find and use.
  • Getting involved in the local community or donating money and/or services to important causes to potential clients
  • Creating a personalized service. This can be done by offering flexible hours or creating relationships with clients beyond providing financial services.
  • Having a good website with helpful information about the firm and its services.
  • Offering free services or a lower price for the first few months. This can help clients see that your firm is honest, reliable, and affordable  
3) What Makes a Good Accounting Client?

A good accounting client is organized and understands their financial situation. An organized client will be able to provide the necessary information to do their taxes on time and will be able to follow up with any questions or concerns that may arise in the process. A good accounting client understands their financial situation and can anticipate any issues that may arise during the tax season.

An organized client also has an understanding of their situation. They know what deductions they qualify for, and they understand how much paperwork they must bring with them when they come into the office. This makes it easier for us to prepare accurate returns, which means less time spent on your return and less stress for you!

4) How Do Bookkeepers generate Clients?

Bookkeepers generate clients by offering a wide range of services that include:

  • Accounting services
  • Bookkeeping services
  • Payroll Processing Services
  • Financial Reporting Services
  • Tax Preparation Services, 
  • Business Consulting Services The above list is by no means comprehensive. However, it gives you an idea of bookkeepers’ services.
  • QuickBooks Setup and Training
  • Management Services
  • Insurance Claims Management Services
  • Bookkeeping Software Training
  • Accounting Software Training


This post is intended for professional, small business accountants. It should be applied to any and all local small businesses. Accounting clients are absolutely vital to your success. If you want to grow your accounting business, you need more clients. 

I hope you like this information which I provided best of my knowledge. Kindly provide your suggestion, Feedback, and Comments if you have any.   

Want to automate your firm? Try ProcessWurk free trial today

ONE Software to run your entire business. From Marketing to Sales to Client on-boarding to Client deliverables to Firm Operations

More To Explore

Do You Want To Boost Your Business?

drop us a line and keep in touch

Better Client Management Starts Here!

Enhance client experience across your practice

With our CMS software Collect documents, send invoices, manage deliverables, and serve your clients easily.

Are you an existing customer?

Thank you for your Feedback

How to Transform Your Accounting Firm: The Power of Pricing Strategies

The world of accounting can be demanding, overwhelming, and challenging. Many accounting firms face the struggle of too much work, too many clients, and too little income.

This eBook will guide you through the journey of transforming your accounting firm by harnessing the power of effective pricing.