How To Get Sales for an Accounting Business
- Nate Jones, CPCU, ARM, CLCS, AU
- 4 days ago
- 2 min read
Updated: 4 hours ago
Starting an accounting business is one thing—growing it is another. Whether you're a solo CPA, a small bookkeeping firm, or a full-service accounting practice, generating consistent sales is key to long-term success. In today’s competitive market, you need more than just technical expertise—you need a strategy to attract and retain clients.
At Wexford Insurance, we specialize in helping small business owners—including accounting professionals—protect their businesses with tailored insurance programs. But we also understand the challenges of growing a firm, and this guide is designed to help you do just that.
1. Define Your Ideal Client
Before you market your services, you need to know who you're targeting. Are you focused on small businesses, freelancers, startups, or high-net-worth individuals? Defining your niche helps you tailor your messaging and stand out in a crowded market.
2. Build a Professional Online Presence
Your website is often the first impression potential clients get. Make sure it’s clean, easy to navigate, and optimized for search engines. Include:
Clear service descriptions
Testimonials or case studies
A contact form or booking tool
A blog with helpful content (like this one!)
3. Leverage Referrals and Networking
Word-of-mouth is powerful in the accounting world. Encourage satisfied clients to refer others, and build relationships with complementary professionals like attorneys, financial advisors, and real estate agents.
Join local business groups or chambers of commerce
Attend industry events and webinars
Partner with other service providers
4. Use Targeted Digital Marketing
Digital marketing can help you reach your ideal clients more efficiently. Consider:
Google Ads targeting local keywords like “CPA near me”
LinkedIn outreach to business owners and decision-makers
Email marketing with helpful tips and tax reminders
5. Offer Free Consultations or Resources
Free consultations, downloadable guides, or webinars can build trust and demonstrate your expertise. These lead magnets help convert curious visitors into paying clients.
6. Stay Compliant and Protected
As you grow, make sure your business is protected. Having the right insurance not only safeguards your firm—it also builds credibility with clients.
At Wexford Insurance, we help accounting businesses find coverage for:
External Resources for Marketing Your Accounting Firm
Sales Support for Accounting Professionals
Growing an accounting business requires consistent outreach and a strong digital presence. Contractor Back Office streamlines operations by managing invoicing, website, CRM, and social media management—freeing up time to focus on client relationships and revenue generation.
Get Expert Help from Wexford Insurance
Growing your accounting business takes time, effort, and the right support. At Wexford Insurance, we’re here to help you protect your business while you focus on building it.
Ready to take your accounting business to the next level?
