These lead generation strategies are part of a sound, full-bodied marketing approach. We can implement all of these strategies for you, or you can do themselves. We can set you up with an excellent website for your accounting, tax, or CPA firm, just request a consultation. This will help you attract and close business clients for your accounting, bookkeeping, tax or CPA firm. We specialize in websites, ads & content marketing for accountants at our firm Feedbackwrench.
8 ways to generate business clients for your accounting firm, virtual bookkeeping firm, CPA Firm or Tax Firm.
There are many articles out there with generic ideas for lead generation, but I will show what I used to build my accounting firm to over $1 Million in recurring revenue in less than 24 months.
My name is Rob Satrom. I’m the owner of Feedbackwrench and we specialize in websites, ads and SEO for accountants. Before starting Feedbackwrench, I built Nuance Financial Tax and Accounting. We were an “outsourced accounting firm” focusing exclusively on small businesses, adding massive value and charging monthly retainers as a “one-stop-shop”.
I ran over 400 meetings to close over 150 small business, all of which I generated through digital or in person marketing efforts. Check out the Feedbackwrench YouTube channel or our Accounting websites podcast to get practical tips and encouragement.
If you're only doing books, and you're curious about adding tax preparation to your services, I'd recommend reading this blog post that shows you the steps necessary to prepare taxes professionally, which often brings anxiety & discomfort to bookkeepers. You don't have to be afraid of filing taxes for your clients, you should embrace it and remember that the alternative is that they'll try to file on their own, and I guarantee that the person who's doing their books will be more informed on the tax return than the business owner.
One of my favorite accountants to hear from has been Shamal Asnani, of Fitness Taxes and Asnani CPA. Shamal says that one of the most important things when you're getting started as a bookkeeper, accountant or tax professional, is to learn how to run great meetings. Everything I'm writing about here is predicated on your ability to run a great meeting, which you can learn from this accounting firm training course.
8 Strategies to generate business leads for your Accounting firm, Virtual Bookkeeping Firm, Tax Firm or CPA Firm.
Local SEO with Google My Business
Local search ads with Google My Business
Retargeting & remarketing all website traffic
Niche search ads with retargeting
Niche lead magnet advertising on Facebook & LinkedIn
Local prospecting with cold calls, email & content
LinkedIn prospecting with content
In Person networking & meetings
Local SEO with Google My Business
Even if you're a remote or virtual accounting firm, you can generate leads easily in a 30 mile radius from your Google My Business listing. You can either show an address for your location, or leave it as a service area that hides your address. Either way, there are many bottom of funnel keywords for accountants that trigger the Google my business local pack as well as the Bing places local results. All of this helps your SEO big time.
What are the best local keywords for accountants and tax professionals?
Accountants near me
Accountants for XYZ businesses
Accountants in XYZ location
Bookkeepers near me
CPA near me
CPA firms near me
Tax companies near me
Business taxes near me
Small business tax returns near me
Payroll companies near me
Accounting staff near me
Your website and your Google My Business provide the signals necessary to rank above your competitors on the local search results in Google and Bing. We have more resources about how to build up your authority on search engines, but here’s the bottom line:
Get more reviews than everyone else in the 30 mile region or be in the top 3.
Summarized Steps to generating leads using local search
Setup & optimize Google My Business
Setup & optimize Bing Places
Relentlessly work to get Google reviews
Get Facebook reviews too
Add local business schema markup to your website
Perform an SEO optimization to your website
Put a services page system on your website for all things with local results
Get all your local citations
Build up backlinks
Create hyper optimized localized landing pages
Local Search Ads with Google My Business
You can advertise your Google My Business and Google reviews!
Once you’ve worked so hard to build up those Google reviews and show all that trust you earn, you can use Google ads to jump to the front of the line and not worry about your organic rankings.
How to advertise your Google My Business & Google reviews
Create a Google Ad
Stick to a 20-40 Mile radius
Focus only on Keywords with local results
Create optimized ad groups for each family of keywords
Add the location extension associated with your Google My Business
Your location extension often shows as long as you’re on the first page results; either first, second, third or bottom of page, as long as there’s nobody above you in the auction with a location extension.
Be careful to put cost controls in your campaigns and optimize for your conversion actions, but this is an excellent way to generate local small business clients.
One important tip is to ensure that your ad copy is optimized for each individual ad group. Sprinkle in enough language that users understand for your business so that you avoid as many individuals as possible.
Another tip is to make sure that you put in a negative keyword list so that you only trigger on precise searches. Your negative keyword list should include terms like jobs, schools, websites, certifications, training, how to, etc.
Another quick tip is to make sure that you use the best campaign objective, as well as ensuring that your conversion actions are set up properly. Your local search ads can tap into the insane machine learning that Google uses if you set it up properly.
As a side note, we can set up your ads and ensure they are hooked up properly, and also manage them for you for an affordable price.
As good as search marketing can be, the majority of people that visit your website will not take an action with you.
We really like search engine marketing because people come to you first because they have a problem that needs fixing. After they’ve searched you, you can come to them with an offer or some sort of content that will help build trust and increase your conversions.
Here’s the simple steps to retargeting & remarketing:
Setup the Facebook pixel on your website
Create an Audience from your website visitors
Create event triggers tied to all calls to action
Create a custom conversion out of those call to action event
Run compelling ads & lead generating offers
Niche Search Ads with Retargeting
Back to search engine marketing and Google ads real quick. Another great way to generate business is to run a more specific search add that targets a particular niche.
Looking for a list of business niches to target? You've heard that accounting firms should choose a niche, but maybe you've been left wondering about what business niches might be good to market to for your Virtual Bookkeeping firm, Accounting Firm, CPA Firm or Tax Firm? Well I spent about 30 minutes thinking through all of the different companies I've intersected with, and here's a massive list of small business niches that might help.
List of Small Business Niches
Fitness instructors and personal trainers
Photographers and videographers
Software start ups
Sealcoat and asphalt companies
Remodelers and renovation companies
Lawn care and weed
Salons and beauticians
Tree removal companies and arborists
Outdoor recreational supply companies
Construction supply stores
Uber drivers, Lyft & Ride Share
Trucking and transportation companies
Owner operator truck drivers
Roofing and siding repair companies
Home window installation companies
Automotive mechanic and repair
Youtubers and influencers
Surgeons, doctors and healthcare companies
Real estate agents and brokerages
Independent Insurance agents and brokerages
Patio and deck Installation companies
Niche dealerships and suppliers
Pumping and Septic Tank companies
Plumbers & Plumbing companies
Electricians and Electrician companies
Drilling & Well companies
Crane Operating companies
Crane Servicing companies
Elevator & Escalator Installation & Repair companies
Pool Installation companies
Diesel Repair and Fleet Service companies
Heavy machinery & Tractor dealerships
Private Aircraft mechanic & repair
Watercraft & Boat Dealerships
Watercraft and Boat Motor Repair companies
Taxidermists & Taxidermy companies
Car Wrap, Decal & Print companies
Carpet & Flooring Companies & contractors
Medic Supply companies
Upwork, Fiver gig professionals with 1099
Farmers & agriculture
Non profits, churches, synagogues or mosques
Private schools & academies
Gymnastics teams, clubs & coaches
Real Estate Investment companies
Property management companies
Small Landlords & investment property owners
Screen printing, embroidery & stitching companies
Oil & petroleum companies
Pest control & exterminators
Land surveyors & engineers
Engineering firms & professionals
Attorneys & Law offices
An easy way to find more niches is to simply jump in to google and search for solutions to your problems and take note of the types of companies you see.
How Niche Search Ads Work
Add the niche modifier to your keyword service as phrase match
Create about 3 responsive search ads using the niche terminology
Create a complete & authoritative landing page for that niche
Create audiences made from the traffic of only that page
Run specific remarketing ads to the niche on Facebook, Instagram, Google Display, YouTube and LinkedIn
Create long term ads with trust building, authoritative Content.
Higher quality scores
Relevant customer messaging
Smaller audiences you can dominate
Lowered budgets & less ad spend
Increased SEO to those niche pages
Niche Lead Magnet Advertising on Facebook & LinkedId
I’ll keep this one short. Generate email subscriptions that are interested in your topic and then send out an email newsletter to them. How do we get subscriptions to your email newsletter? A lead magnet.
A lead magnet is when you offer a high-quality, authoritative, helpful piece of information or video in exchange for someone’s email address.
Local Prospecting with Cold Calls, email & Content
Call business owners in the niches and introduce yourself as being right down the road. Give a simple, clear elevator pitch. Ask them if you can shoot them an email to introduce yourself (not take a meeting). Send them an email that’s short, with a link to your website. Then, nurture that relationship over time through email & follow up.
The funny thing about this is that if you build a relationship with these people, and you get engage with them on social media, you’ll be able to slowly build trust. Besides the direct marketing, when they hit your website they will be added to your retargeting lists on Facebook, Google, and LinkedIn. In other words, they have now entered your more targeted advertising systems and they will continuously see reinforcing messages they keep you top of mind.
Plus, you can send them a pumpkin pie or something on Thanksgiving, add them to the Christmas letter or send them a 4th of July note.
LinkedIn Prospecting with Content
If you sign up for the upper tiers of LinkedIn, you can also do all sorts of messaging. This isn’t my expertise, and I don’t recommend spamming people.
I would keep your introductions very similar to what I just said for your cold calls. Target people that are either in your niche industry, sector, or in your region. Be short and frank; don’t ask for anything except for maybe letting them know you’d love their business sometime.
Your message should probably be less formal, more authentic, and provide a little link to your website.
In my opinion, this needs to look like you actually sent a message and it’s not something that you spent a ton of time on. Just get to the point and point them to your website.
In Person Networking & Meetings
This is where the real magic can happen, because personal relationships are always paramount in moving people towards becoming a customer. I recommend that people find ways to have coffee meetings and connect with business owners, simply to build strong relationships.
When I was young, I used to keep a list of all of my friends and I would call them throughout the week simply to visit. You should have good friends, and you should also network with other professionals.
Tips for In-Person Networking for Accountants.
Take genuine interest in other people
Ask great questions to get to know them
Be prepared with your simple presentation of how you help people
Be on the lookout for business owners and 1099 income earners
Practice asking about S-Corp, tax planning and advanced strategies
Call to action should be “I’d love to take a look at your tax return and books to see if there’s any opportunity to save in taxes, I find all sorts of low hanging fruit!”
Get your hands on the tax return as well as getting added to the bookkeeping.
There’s so much more to unbox here, but these strategies will help you get things rolling to attract, close and delights business customers for your accounting practice.
But one of the most important things you can understand is that if you can get your hands on the tax return, you have earned a deep level of trust and it's also the best tool you can use to identify value, and the client knows it. The prospective client understands that if you look at the tax return, you go from concept to reality. No longer are you talking about possibilities that are out of reach for them, they understand that you will be able to identify real and concrete opportunity for them.
Reducing tax burdens for small business owners invigorates them
When you get your hands on the tax return, you've also taken a large step forward in the relationship and it means that they are willing to trust you to a degree. Embracing a good pace of relationship will help you close more meaningful business. Don't rush anything and take your time to bring them through the stages of client relationship. If you take baby steps from start to finish where trust is built progressively, the result will be a client willing to close with you that you also have an excellent relationship with.
Steps that build progressive trust:
Connect personally and broadly first, talk about how long they've been in the area and where they're from
Progress to asking about their business journey
Pique their interest with a simple little elevator pitch when they ask about your business
Ensure you say the simple services you do "we do small business taxes & bookkeeper"
Lean in with "but we really specialize in reducing taxes and being an outsourced accountant that just handles all the books and nonsense.
Hit them with a quick inquiry about what kind of solution they've ben getting such as "so do you get year round tax planning, or just do the year end taxes?"
Offer to examine the books and the tax returns to see if there's opportunity to save in taxes
Pursue the tax return, remember it's a pain for business owners and they need your leadership
Add value & look for many ways they could save taxes
set a "findings" phone call or meeting, come ready to propose
Ask them "here's what we do...." and cleanly present, then follow up by asking "do you like the idea of something like that?
if you're interested in more coaching tips and in-depth videos about how to move the ball forward professionally in a meeting, then check out the online course called how to grow an outsourced accounting firm. I focus on client acquisition, communicating value, and providing the skills that only an excellent coach can provide.