The fundamentals and core attributes of marketing apply to Certified Public Accountants just as they do any other industry, but with accounting firms, both large and small there are tactics that can generate massive success.
One of those tactics is showing genuine personal attention to your clients. Sounds simple enough, but personal can be defined differently by most so we want to clarify what some of those effective personal touches are.
Many CPA firms will send out direct mail to their clients that uses their name on the piece, that is great, but not the personal we’re talking about. Try sending out mail with handwritten notes that mention family or events. You can also make sure to send out anniversary cards, holiday cards, birthday cards with a dollar inside (or five) all with handwritten notes.
The Certified Public Accountant needs to be marketing themselves 100% of the time. Something that can be overlooked is the expectation of a client that they are important (which they are) and the CPA needs to make them feel that way. Being enthusiastic when meeting with clients or on the phone, making eye contact and looking genuinely happy to see your client is critical to creating that personal relationship which can ensure that they are a customer for life.
Digital Marketing & Traditional Marketing
This type of personal attention can be showcased in marketing collateral, events and on digital channels. Use written and video testimonials, hold and highlight customer appreciation events such as galas, picnics or sports outings or hold contests that keep your clients engaged. All of these things can easily be communicated in newsletters, social networks, display ads, brochures, direct mail, television, radio, SEO, PPC and more.
If you want to learn more about CPA (certified public accountant) Marketing contact us using the form to the right or giving us a call.
Learn more about how we can help you with Digital Marketing specifically for Certified Public Accountants.