Personal Marketing for Accounting Professionals

Successful marketing for accountants is key to firm growth. Via marketing, you can grow your customer base and develop stronger relationships with your current clients.

Beyond firm-wide marketing efforts, accounting professionals should all be working individually to market their own practice. This includes developing a personal marketing plan for yourself, establishing your brand, and positioning yourself as a thought leader.


Personal Marketing Plan

Unfortunately for many professionals in this sector, marketing for accountants does not come naturally. It’s likely that your forte lies in numbers rather than in being a salesperson. The key to overcoming this obstacle is developing a personal marketing plan for yourself. Your plan can guide you in establishing your personal brand and positioning yourself as a thought leader.


Developing Your Personal Brand

In this article from Forbes, Radhika Duggal, an experienced marketing director, recommends the following steps for developing your personal brand:

  1. Develop a positioning statement that guides your professional development and demonstrates the value you bring. Consider areas where you’ve made a particular impact, topics on which you’ve developed expertise, a specific skill set that you’ve cultivated, and your personal values.
  2. Define your value statement, which is the concrete way that you personally can deliver valuable service and experience to your clients.
  3. Make your personal brand visible via social media, blogs, and speaking engagements. Your positioning statement and value proposition should inform the story that you share.


Positioning Yourself as a Thought Leader

Delivering thoughtful content to your business contacts is an impactful and meaningful way to demonstrate your value. It shows that you truly understand their businesses. As a thought leader, you are more than just an accountant—you are a business advisor.


Using ABLE for Your Personal Marketing Plan

ABLE’s customer relationship management (CRM) tools allow you to put your personal marketing plan into action. Built to support marketing for CPAs, accountants, and tax professionals, ABLE is a great supplement to your personal branding plan. It allows you to implement your business development and personal marketing efforts with as little as 15-30 minutes of use, weekly.

ABLE’s Thought Leadership positions you as a source of information and expertise for your contacts. By sending personalized and relevant communications, your contacts will see you as a resource to solve current and future matters.

Request a no-obligation demo to learn how to grow your personal marketing plan.