It’s no secret that tax season is the busiest time of the year for accounting firms. This is because they are preparing and filing tax returns for their clients. Generally, the accounting firm prepares and files tax returns for its clients. For larger firms, this could mean preparing hundreds or even thousands of returns. The accounting firm may also represent its client before the Internal Revenue Service (IRS). It’s an incredible opportunity to attract new customers if you know how to take advantage of it. Fortunately, there are many promotional strategies that can help. If you want to learn more, read on to find out how to market yourself to potential clients this tax season.
How can you market yourself to potential clients this tax season?
There are a lot of different ways to market your accounting firm, but one of the most effective is to use branded tax return folders. This is a great way to not only get your name and logo in front of your clients but also to show them that you are a credible and professional firm. There are a lot of different ways to go about creating custom tax return folders, but your best bet is to work with a printing company that has years of experience creating custom folders for accounting professionals. That way, you can trust that they will be high-quality and durable.
Email marketing is another way to stay in touch with potential clients year-round, not just during tax season. Regular emails keep your name top of mind so when they are ready to file their taxes, you’re the first person they think of. Just don’t overdo it, if you spam people or send so many messages that they get annoyed, they may unsubscribe or be less likely to take advantage of your services. The easiest way to start building an email list is by including an opt-in form on your website, where people can input their name and contact information.
Advertising your services through email marketing is necessary, but don’t forget to invest in social media marketing too. People spend hours on social media every day, so what better place to share information about your services? It may remind people to log off and get in touch with you so they can get started on their taxes.
What else can accounting firms do to prepare for tax season this year?
Marketing before tax season needs to be a priority, but there are other ways to prepare too. For example, accountants need to check that their systems are up to date and they have the right software. You should have the latest version of their accounting software, as well as any updates that have been released since the last tax season. Just don’t forget to have a plan for backing up your data. This is crucial in case something happens to your computer. By backing up your data, you’ll be able to avoid losing any of your client’s information.
Accounting firms need to check that they have current contact information for their clients. Then, send out timely reminders to their clients about impending tax deadlines. Tax season provides a perfect excuse to reach out to everyone you’ve worked with before to ensure that their contact information is up-to-date, then you can confirm whether or not they will require your services again this year. Sometimes, there’s just no replacement for reaching out to someone personally to talk to them and assure them that their business matters to you.
There’s no question that marketing is one of the most important aspects of any business, and the accounting industry is no exception. Good marketing can help you attract new clients, grow your business, and boost your bottom line. You can also prepare for this hectic time of year in other ways, like updating your computer software and checking in with your regular clients to see if they require your services again this year. If you follow the tips in this article and you’ll be able to market yourself to your current audience and attract new clients before tax season arrives this year.
