In order to thrive and grow, you need to constantly acquire new customers and do your best to keep the existing ones. This is the only way to achieve true exponential success for your tax firm. Here are some proven and tested tips for marketing your tax services in the tax season and beyond.
Word of Mouth
A recent study shows that 64% of marketing professionals believe that word of mouth remains to be the most effective form of advertising. After all, people tend to trust family and friends more than any form of marketing. A whopping 74% of consumers base their purchasing decisions on word of mouth.
You can consider referral discounts to boost word-of-mouth success. However, the best way to naturally become top of mind is to focus on creating positive experiences for the people you work with. Strive to not only meet but exceed expectations or find ways to make your services extra positive and memorable that people can’t help but share them. One of the best places to start is training and empowering your employees to be on the same page in terms of delivering stellar customer service and execution. If your company’s culture is anchored upon true excellence and service, you naturally cement your reputation in your locality and domain.
Work on your website
Having a website is one way to not only establish yourself as a legitimate business but also open more doors of marketing opportunities including local SEO. Make sure to also register your business with Google My Business and set up accurate and updated information such as your phone number, location, business hours, etc. Your website design should support your brand identity and has to match your logo and business’ personality. Make sure that it’s also mobile-responsive and generally user-friendly.
Create a high-value blog
You don’t necessarily need to have a website to start blogging. You can write on other places like LinkedIn and Medium. However, writing on your own website allows you to start building your domain authority while reaping the rewards of organic search engine traffic.
Chances are, people hire tax companies not only because they don’t have the time and energy to do it but also because they don’t have the knowledge in taxation– but that does not mean they don’t want to know. Let your expertise shine by creating informative blog articles that allow you to answer their questions in a concise yet engaging and thorough manner. It doesn’t have to be too technical. You can even target keywords about how to stay organized in terms of taxes throughout the year. Not only are you positioning yourself or your brand as the ultimate tax expert, but you’re also gaining trust by simply providing real value.
Get social
Social media is not only a place to market fashion or lifestyle-related services. Social media users are generally taxpayers too. Facebook, for example, reaches the broadest audience and remains to be one of the most visited sites in the world. You can also get active on other relevant social media channels like LinkedIn and Twitter/X.
Flyers
Now this seems to be a tad bit old-fashioned, but it can still be just as effective. Flyers can be very inexpensive too, so you don’t have to worry about putting a dent in your marketing budget. You don’t always have to hand them out to passersby. You can use them strategically by pasting them in bulletin boards, utility poles, grocery stores, and even pizza shops (as long as you get proper permissions).
The key is to make your flyers so attractive people can’t help but notice them. You don’t have to be well-versed in graphic design either. There are now graphic design platforms like PosterMyWall that allows you to grab tax flyer templates and edit them instantly. Don’t forget to include enticing copy and a strong call to action in your flyers and make sure all details are accurate and complete.
Be friendly and always carry business cards
In the tax business, it always helps to be acquainted with a lot of people. Even your day-to-day interactions can become marketing opportunities, so it’s best if you come prepared and always carry your business cards with you. If you’re an introvert, it helps if you can manage to practice going out of your shell and make chit-chat when the opportunities present themselves. When people learn that you’re a CPA or in the tax preparation industry, be generous in answering their questions. You don’t even have to hard-sell. Just go about the conversations naturally and give them a business card if they ask for it or if the moment feels right.
Offer expert webinars or workshops
A lot of people pay a lot of money just to learn the trade, and you can strive to be actively part of that space. You can host workshops or webinars sharing your knowledge in the industry. You can also target different sectors or types of clients. The goal is to build credibility and trust and create new opportunities for customer engagement and potential business.
Marketing can be taxing, and like any business, tax companies require time, effort, and energy to cultivate and grow. The good news is there are lots of opportunities both online and offline to expand your reach and build your brand. Just actively find and tap them to help your tax business grow strong and steady.
