Tailored marketing for accounting firms
Understanding
the accounting
sector
&
how best to
promote it
Saving time & money with expert marketing support
Tailoring marketing activities to suit your firm & budget
Enhancing communications to existing clients & attracting new ones
How can a marketing consultant help accounting firms?
An external marketing consultant is a cost effective and time saving way of helping busy accounting partners to grow their profile, attract new clients and communicate effectively with existing clients.
For decades, accounting firms have grown their practices through referrals. But what happens when those referral sources become exhausted? Answer – you need a structured approach to your marketing activities to maintain the momentum of enquiries. That’s where I can help.
Vicki Banthorpe, Founder,
Momentum for Professionals
Why accountancy marketing experience matters
The accounting sector has its nuances. Whether that’s working with the tax year’s seasonality, understanding the plethora of acronyms, or recognising the importance of building relationships over time.
Having someone who understands the accounting sector is vital for making your marketing a success. I have over 30 years of marketing experience, 20 of which have been spent in the accounting sector, working with both accounting practices and companies that supply the sector.
Prior to starting Momentum for Professionals in 2015, I was the managing director and marketing director at SWAT UK, an accounting training and compliance company that has since been acquired by Mercia. The 14 years at SWAT UK, together with my recent experience of providing marketing consultancy and support to a wide range of accountancy firms and accounting vendors has ensured that I’m fully engaged with the challenges and opportunities facing the profession.
Marketing for small and large accounting firms
Depending on your marketing objectives, I can help you engage more effectively with your existing clients, attract the right calibre of new clients, and establish a consistent, professional presence that reflects your firm’s quality.
From sole practitioners who need a marketing sounding board to multi-partner accounting firms that need a multifaceted approach to their marketing, I can help.
I offer a range of marketing consultancy packages that provide structure and make your marketing more effective. If you require hands-on marketing support, I can help you communicate more effectively with your target audience by writing copy and creating content across a variety of marketing channels.
How to
promote
specialist
accounting
services?
If you want to grow a niche service, such as probate or forensic accounting, or make sure your IHT planning offering stands out from the crowd, you need to use the right marketing tools to get in front of your target audience.
I can help you achieve this through cost effective, tailored strategies and marketing activities that position your firm and promote your specialist services to the right people.
One specialist area I am heavily involved in is the launch and ongoing marketing of probate and estate administration services.