Marketing for accountants can be a challenging experience for business owners. Fortunately, there are many great tools available that can make this area of your life much easier.
At AccountantLift, we’ve compiled some of our favourites in this article. We aren’t connected in any way to the brands we’re about to recommend. Our intention is to rather present a small range of tools which can help you streamline your marketing tasks, and inspire your marketing with creative ideas to engage your target marketing.
Here are five of our favourites:
Social media should be an important aspect of your marketing strategy to attract potential clients. However, many accountants are put off by the thought of having to regularly log into Twitter or Facebook to post an update.
With a tool like Buffer, you can sign up for free and simply set up a queue of social media updates for your company social profiles. Your updates can be scheduled for any desired day or time.
That means you can line up all your company tweets and Facebook posts for the next 7 days, and then forget about it. You also have access to analytics and engagement metrics, allowing you to identify your most popular posts and reschedule them for a later date. Buffer also integrates quite nicely with other apps like Zapier, which we’ll talk about next.
This really is a wonderful tool when it comes to marketing for accountants. Zapier lets you integrate different business apps you use that wouldn’t normally “talk” to each other, streamlining your workflow. It’s also completely free.
For instance, say you want to put an appointment in your Google Calender each time you schedule an appointment on a CRM like Capsule or getBase. Zapier will let you do that. Or suppose you want to automatically put new contacts from your CRM into your MailChimp email list. You can do that as well.
We absolutely love Zapier. The great news is you really don’t need to be computer savvy or have a tech background to use it either. Two thumbs up from AccountantLift!
We love marketing for accountants, especially when it involves infographics, visuals and other presentation materials. If you’re looking for top designs from an experienced graphic designer, then nothing truly beats going down that route. AccountantLift has in-house designers who do just that. However, if you have a creative flair and wanted to put something together yourself, then Canva is brilliant.
Canva is a free tool which allows you to put your hand to graphic design. You can create social media graphics, charts, blog images and infographics to engage your audience online. Although it doesn’t have the power of Adobe Creative Cloud programmes like InDesign, Canva is really easy to use and you can produce some great materials using it.
Microsoft Word is a pretty good spell-checker and grammar checker. However, in our experience, Grammarly is a superior tool in this respect. It’s also nice that it’s free, cloud-based (meaning you can access your work from any internet-connected device), and has a British English setting.
This is a really useful tool when we’re proof-reading our content marketing for accountants. However, if you write your own blog or articles, then we highly recommend you check it out. It can also be useful for spell-checking important emails to clients prior to sending them!
5. Google Trends
Do you write a blog or contribute to a publication? If so, you’ll be familiar with the feeling of not knowing what to write about. What topics are currently popular, and what will engage my target audience?
We find Google Trends really helpful here. Again, a completely free tool, it allows you to identify the top search terms and trending topics in Google Search. This is great for SEO purposes, as it enables you to “ride on a wave” of popular keywords by writing a blog post or article on that topic.
You can also compare and contrast different keywords, meaning you can identify which one is more popular – therefore allowing you to prioritise which topics you should write about.