Marketing Checklist for Accounting, Bookkeeping and Tax Professionals and Companies

Accounting, bookkeeping and tax preparation firms come in all shapes and sizes. While there are the big, international CPA firms, this is an industry full of small and independent accounting, bookkeeping and tax professionals in virtually every city and town across the United States.

With these professionals in mind, we have developed a marketing checklist designed for small and independent accounting, bookkeeping and tax professionals and companies. This checklist assumes that your accounting, bookkeeping or tax preparation firm has been in business for several years and is not brand new. This means you have many happy clients, you have a somewhat established name, you have a website and have an employee or team.

We also assume you want expand your business or rethink/improve your marketing to grow your business. Either way, you are looking for some insight and guidance to help you.

If that’s the case, this Marketing Checklist for Accounting, Bookkeeping and Tax Professionals and Companies is for you. This guide will walk you through a process to evaluate several key elements of your marketing, and help generate ideas to create the foundation for a new marketing direction.

Here we go:

To view our full marketing checklist for accounting & tax professionals, click here

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