Finish Strong: 9 Year-End Marketing Tips Every Accounting Firm Needs

Create a Year-End Tax Checklist

• Develop a downloadable year-end checklist that clients can use to organize their finances. Include tips on gathering necessary documents, tracking charitable donations, and reviewing business expenses. For samples, download the infographic and/or PDF checklist.
• Use the checklist as a lead magnet, posting it on your website with a landing page and form, and also sharing it on social media channels to attract new clients.

Host a Year-End Tax Planning Webinar

• Offer a live or on-demand webinar covering essential year-end tax tips for individuals and businesses. Tailor the content to address recent tax law changes and considerations specific to your clients’ industries.
• Promote the webinar on LinkedIn, Facebook, and through email newsletters to encourage registrations and build connections with prospective clients.

Share Industry-Specific Tax Insights

• Create industry-focused content that provides tax insights for your primary client base, whether construction, healthcare, law, or real estate. Tailor the advice to address sector-specific deductions, credits, and compliance issues.
• Publish these insights as blog posts or LinkedIn articles on your profile and include a call to action inviting readers to schedule a year-end consultation.

Leverage Client Testimonials and Case Studies

• Feature client success stories that highlight the value of proactive tax planning. Share testimonials from clients who have significantly saved on their taxes due to your firm’s guidance.
• Use these testimonials in your email marketing, social media posts, and website to build credibility and showcase the results you’ve achieved for clients.

Run a Holiday-Themed Social Media Campaign

• Engage clients on social media with holiday-themed content, like tax-saving tips, countdowns, and reminders to schedule year-end appointments. Incorporate festive visuals or video and leverage hashtags related to the holiday season.
• Consider sharing personal stories from your team, like holiday traditions or year-end reflections, to humanize your brand and connect personally.

Offer a Year-End Tax Review Service

• Provide a unique “Year-End Tax Review” service, offering clients a complimentary or low-cost review of their finances and a quick consultation on tax-saving opportunities.
• Market this service as an exclusive year-end email offer, encouraging clients to take advantage of it before the end of the tax year.

Highlight Upcoming Tax Law Changes

• Share content about any recent or upcoming tax law changes affecting your clients in the new year. It could include short videos, blog posts, or downloadable guides. Sunsetting TCJA tax laws immediately comes to mind.
• Encourage clients to schedule a consultation to discuss how these changes may impact them and what steps they should take to prepare.

Run a New Year Campaign for Financial Health

• Kick off a “New Year, Financially Clear” campaign to encourage clients to start the new year with a solid financial foundation. It could include advice on budgeting, tax planning, and setting financial goals for the coming year.
• Promote this campaign through email, social media posts, and blog content, positioning your firm as a trusted advisor in the year ahead.

These year-end marketing tips can help you engage clients, attract new leads, and set the stage for a solid start to the new year.

Don’t be naughty!

What year-end marketing initiatives will make it onto your nice list?

** Need Help? **

If you would like a customized version of the infographic, PDF downloadable, or holiday-themed social media posts, contact Penheel Marketing for assistance. There is a fee involved.