How to Market and Brand Your Start-Up Accounting Business for Free Online

Starting up an accounting business can seem like an excellent idea, you understand the market and you have something in you that wants to push this forwards and make your idea a reality. The best advice we have is to not let go of that feeling. It can be hard in the current market to do, but if you do, you have a wealth of opportunity right in front of you (pardon the pun). We are here to show you exactly how to market and brand your start-up accounting business for free online.

 

Website

 

The biggest deal for a new accounting business is their website. You have to be on point with everything otherwise customers will not trust you and go with a different server. Ensure that your links work, your pages load and that your instructions are clear. Have a no-nonsense voice for your brand that gets right to the point and answers the questions of people visiting your site before they even ask them.

 

If you can be ahead of the game with your website then you are half way there. If you need a solution to be online, consider these template websites for accounting professionals. Ensure that everything on your website is cohesive. The colors, your business name and logo. Every page needs to be professional and relevant.

 

Ensure that the usability of your website is second to none. People want to understand the site without instruction. Setting up an account and using the site comes secondary, though is still supremely important. But first you need to get your branding on point.

 

Branding

 

Create a brand that is professional, all-knowing and approachable. Have a huge FAQ section with relevant questions and a brand voice that people can rely on. 

 

Create a name for your business that evokes heartfelt trust while at the same time being strong and dependable.

 

Create a logo for your business that works in the world of finance. Choose colours that evoke trust, dependability, power and thoughts of money. Use elements like triangles to show power and squares to show dependability. Make your logo so rich that it gets customers feeling like they can get wealthy just by clicking on it. Then use it everywhere.

 

We have access to an excellent logo creator with many templates and elements you can use; check it out at www.logocreator.io

 

Be Active

 

Be active in publishing about your accounting business. Use social network sites as a springboard to gather people who are interested in the world of finance or small businesses that might want to use your services. Join Facebook groups and trawl LinkedIn for possible custom. Get Tweeting and try to get famous people responding to your tweets.

 

On your social pages, post content daily. You can create brilliant Infographics here, which can give information on finance and accounting to get more people interested in your business. 

 

You should also get making videos. These can be a great way to access as many people as possible. Create short videos that capture people’s attention in the first two seconds. Brand them with your logo and keep them interesting, informative and dependable.

 

Self-Care

 

Starting an accounting business will be stressful. It can mean a lot of hours on the computer feeling like you are getting nowhere. There is a lot of competition out there too, it can be a struggle to get yourself seen.

 

Do not give up. You can do this. But take breaks. Running a small business can take over and before you know it you are working longer hours than you did in the office. This is great short-term and you will probably love it, but after a while it can take its toll.

 

Ensure you have days off per week and hours off each day to spend eating, exploring and doing the things that made you want to set out on your own in the first place. This will shine through in your business management and is important.

 

Don’t go it alone

 

Always remember, with Universal Accounting you can also be in business for yourself but not by yourself.  Check out how and meet the Universal Accounting team here!

5 Tips to Write a Marketing Plan for a Tax Preparation Business

The success of marketing for a tax preparation business is defined by the planning and organizing of that process. Your marketing strategy is as effective as your marketing plan. With the rising competition in this business, there is no more space for improvising and a lack of effort in a marketing campaign. You’ll need to dedicate yourself completely to forming a successful and thoughtful marketing strategy.

The first step is to coin the marketing plan. There are several aspects that you need to take into consideration while writing a marketing plan. If you want to create a plan that will present your tax preparation business in the best light, this is what you need to do.

1. Determine Your Niche

The marketing plan will be more precise and personalized if you know who are your target clients. Will you focus on individuals or small businesses?

Additionally, consider the type of services you want to offer. For example, you can emphasize working with law firms, service-oriented businesses or you can specify the type of tax preparation like individual stock purchase.

Narrowing down your niche will help you to create a marketing plan that will be personalized for a specific audience. Personalization in marketing is essential for attracting the attention of your target audience. 

Spreading a generalized message will fall into the shadow of businesses that claim to be experts in the domain that the clients want. 

Make sure that you write down the service you want to focus on and the characteristics of the target clients you want to attract. Marketing to the right clients will seal the deal much faster. 

2. Set Your Goals

Having a clear goal will make your marketing efforts more direct and specific. Goal setting is one of the basic steps of writing a marketing plan. It motivates you throughout the process and gives your marketing plan a purpose.

Your goals can be:

  • Increasing the number of clients
  • Promoting new tax preparation service
  • Maintaining the satisfaction of current clients

These are just some examples of what your marketing campaign can focus on.

Every business that wants to pull a successful marketing plan needs to set goals. The tax preparation business is no different. Goals need to be clearly defined and as specific as possible, so don’t hesitate to even put the number of new clients you want to bring into the business this year,” shares Amanda Willis, a marketer at TopWritersReview who worked on several marketing campaigns for tax preparation businesses.  

3. Analyze Your Competition

There is so much you can learn by observing your competitors – both the good and the bad. Their work and marketing can teach you what actions bring positive results and what actions fail with your target clients.

When you analyze your competitors, these are some of the aspects of their business that you need to look at:

  • Type of clients they have
  • Services they offer
  • Their pricing
  • Marketing messages aimed at individuals and companies
  • Signs they use on their offices to attract street traffic

Write down in your marketing plan what works well to give your guidance but also write down what you shouldn’t do. You need to look at less successful competitors as well to notice the marketing tactics that you should avoid.

4. Think about What Makes You Different

Tax preparation falls into a large industry with many competitors who are trying to do the same thing as you – reach out to more clients and improve their business’s success rate. 

Professional Tax Preparer™ Business CardTo write a marketing plan, you need to know what makes you different. In order to define that, look your business from four perspectives:

  1. Strengths – Ask yourself what are your strong sides. Do you have well-trained employees? A long history of satisfied clients? Think about what brings success to your business to identify your strengths. Are you and/or  staff a certified Professional Tax Preparer?
  2. Weakness – Knowing your weaknesses will help you to stay away from promoting less successful aspects of your business. You might be a new company with not many clients to support your credibility so you don’t want to put the focus on that.
  3. Opportunities – If there aren’t many tax preparation businesses in your area that is one opportunity to focus your marketing on. There are many opportunities that you need to think through and identify if you want to promote the businesses in the right way. 
  4. Threats – Government policies regarding taxes or other tax preparation businesses near you can cause a threat to your marketing campaign. You might not be able to eliminate the threats but being aware of their existence will help you prepare better. 

Based on the research you did on competitors, you’ll be able to pinpoint your unique qualities or think of a few new ones that you want to adopt.  For example, have you considered offering additional related services such as accounting, bookkeeping, as well as business coaching services to complement your tax planning and preparation services?  Perhaps now is the time for you to build the premier accounting business in your area!  (see what you can do to follow a Turnkey Business Plan)

Write each one of these aspects down to have a clear idea of your strong and weak spots that will be the baseline for creating a realistic and efficient marketing campaign.

5. Define Marketing Channels

The marketing strategy needs to be spread across different channels. There are several options and you have to make a pick based on your goals. However, the more channels you use, the higher will the chances be for improving your business.

Here are some options for directing your marketing efforts: 

  • Website
  • Social media networks
  • Local advertising
  • Networking (attending conferences and relevant events)
  • Referrals
  • Email marketing
  • Sales letters

A combination of some or all of these marketing channels is the most effective choice. 

Finally, once you define your marketing plan you should keep track of the progress at all times. Writing a marketing plan is a task that comes to an end quickly, but applying the strategies you set demands consistent determination and dedication. Tracking the progress of your marketing plan is necessary for making corresponding improvements and adjust the plan based on real results. 

Author’s bio. Daniela McVicker is a blogger and a freelance writer who works closely with B2B and B2C businesses providing blog writing, copywriting, and ghostwriting services. Currently she many authoritative sources, you can check her last review of Trustmypaper. When Daniela isn’t writing, she loves to travel, read romance and science fiction, and try new wines.

Steve Chase, Who knew and now I have a successful accounting business

From supportive spouse to now running a successful accounting business Steve Chase has a journey to share. Reflecting back to his youth he remembers as a Boy Scout enjoying the personal finance merit badge, who knew this was in his future.

Listen to Roger Knecht and Steve Chase as the discuss starting and building a bookkeeping business. Great advices, some tips and tricks you don’t want to miss.

Hear what Steve feels we all need to know regarding our future roles in accounting.

Enjoy and remember this, if it’s about accounting, it’s Universal.

Your Turnkey Business Plan

Start Your Own Accounting Business

Build The Premier Accounting Firm

Get Certified – programs and training for accounting professionals

From E.M.T. to Tax Professional

For many individuals a career change is the right step to a better future and was the case for Eric. Whether we are pushed or pulled to make a change in our career it still is a big step and the same was true for Eric. Hear what Eric did to become a Professional Tax Preparer (PTP) as well and run a successful tax business.

See what you can do to become a Professional Tax Preparer

John Briggs Becoming a successful accountant, a Profit First Professional

How working with clients can be both fulfilling and fun.

Hear the story of how John went from Controller of a $30 million dollar company to starting in 2007 his own business, InciteTax.

* John Briggs graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network door to door sales company located in Provo, UT. As Controller, John helped the company implement budgets designed to improve productivity while eliminating excess and unnecessary expenses. He helped structure compensation packages for sales reps and advised executives, employees, and sales contractors on investment decisions. John later moved on to become a partner at a small accounting firm where he managed the day to day operations, prepared tax returns for clients, and participated in budgetary meetings with the firm. He saves his clients on unnecessary taxes and educates them on how to properly document business expenses. His core belief is that when your tax and accounting needs are approached proactively, both can become a resource for you to create wealth in your life. John is a CPA and also has a lean six sigma master black belt certification. This discipline of education allows John to help businesses improve their efficiencies by eliminating defects in the production or service cycle while also helping businesses cut waste from their operations.

Learn what you need to know about marketing to find clients.

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