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Accounting Marketing

We help accounting and bookkeeping firms grow.

A consistent pipeline of business. Less work. Proven ROI.

80% of early prospects from any form of advertising are not yet ready to buy. We set up marketing automation to educate, nurture and convert them over time to live leads, resulting in many more clients.  A sales process with consistent and automated follow-up completes the funnel through to getting that new client. This approach can improve the ROI of many types of digital advertising ten fold. This is what big businesses do and we can implement it for your accounting business with software, tools and programs specific to your type and size of business.

Accounting Marketing Sales Funnels

Get a complete funnel — digital marketing, marketing automation and sales process – with a program designed for the local marketing needs of bookkeepers and accountants.

Targeted Digital Marketing

We will run Google PPC or Facebook ads targeted to your area leading to landing pages to capture the initial prospect immediately. These ads will be tracked through client acquisition, so that the ROI can be tracked and analyzed. We always test with very small budgets to ensure success before we expand. Sometimes LinkedIn Sales Navigator is a more targeted option with which we can help.

Local SEO

SEO involves both the keywords we target with individual pages of your site and the off-page activities to build your brand’s authority, including Google My Business, reviews and a backlinking program. We will share reporting from two different platforms which will enable us to track your ranking for keywords/establish a backlinking program and another to place your name on directories and monitor/fuel your reviews. Although we don’t manage social media posting ourselves, we will establish a content calendar which will include both social media posting and blogging to continually improve SEO.

Website

We will develop a new website or update an existing one. Our main goal is to ensure that every page leads to an obvious action the visitor can take to learn more or opt-in to automation to be nurtured. Search ranking improves with engagement, such as watching a video or clicking to opt-in. It’s important to feature key bookkeeping services and products, such as software, for which potential clients are searching, so we often recommend expanding sites and establishing a solid program for blogging with keywords that will attract traffic.

Review Management

Small businesses live and die based upon what customers say about them. Online reviews on Google, Yelp and other platforms do more than help users on those platforms searching for information, they create backlinks and improve the SEO of your site. We facilitate this with our own platform that requests reviews, as well as monitoring all those posted. We can’t create happy clients, but we can assist you in getting them to post reviews.

Marketing Automation

This is potentially the most important and lease understood part of the process. It’s more than email marketing. If we set up a process to segment your leads and deliver only the information your prospect requests/wants when they want it, they are more likely to engage, appreciate what you send, get to know you and convert without you doing anything. To do this effectively we will establish a buyer persona (description of target) for you and develop a marketing schematic showing the flow of automation. Both the planning and the implementation of all the forms, emails and landing pages is a collaborative effort.

Lead Magnets

Potential clients may not be ready to call you immediately. Many are searching for information before they do so. Lead magnets are designed to attract those who are at the very top of the funnel and not yet ready to call you. If you provide very useful information – infographic, report, e-book, video, webinar – they will opt-in and provide their information to receive it. We help you to develop at least one and often more lead magnets to be used in digital marketing, on your site and throughout marketing automation.

Sale Process

Within the same automation tool we can set up a sales process so that every lead receives the same thorough follow up. We automate many parts of the process but human contact is critical. The tracking and reports this makes possible will allow you to actively improve your sales conversion.

A complete marketing/sales funnel for your accounting practice will change how you do business and help you grow.

If you’d like to learn more about this program, Karen is the best person to share the key features, cover the pricing and explain how it could work for your practice.

Schedule with Karen

Customer Relationship Management

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Learn how CRM software can help you track leads.

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Automated Marketing

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Learn how marketing automation can       help you convert leads.

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Infusionsoft helps small businesses Attract, Sell and Wow customers with Lifecycle Marketing.   We can help you implement your own lifecycle marketing program.

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