Digital Marketing ServicesKristy Gusick2023-12-29T10:34:38-06:00

Digital Marketing Services for Accounting, CPA & Financial Firms

Meet your clients where they are: online. From enhancing your social media presence to producing engaging recruiting videos, we can help you engage in meaningful, on-brand ways online. The world of digital marketing includes everything from social media to email marketing campaigns and webinars. The trick is to know which channels are most relevant to your clients, and how you can make the most of them.

Digital marketing can be a quagmire. If you don’t have a plan and a reliable way to execute it, your efforts can easily fall flat. We’ll help you leverage the right platforms for your CPA or financial advisory firm so you can authentically engage with your clients.

For example, your firm may be on LinkedIn, Facebook, or even TikTok, but are you seeing a return from these efforts? Are you optimizing your page or feed and increasing your engagement? Could another platform be more advantageous?

Whether it’s enhancing your firm’s social media presence or developing a full-fledged social campaign, we can help. Our social media marketing experts understand the CPA and financial advisory industries, as well as compliance considerations. We can even manage your firm’s social accounts for you, so you don’t have to worry about follow-through or turnover.

We also help our clients with their firm’s Search Engine Optimization (SEO) and online lead generation strategies. An effective SEO strategy considers your target audience as well as the latest SEO best practices. Because our SEO experts are familiar with the accounting and financial services industries, we can deliver an SEO strategy that positions you to bring in business through internet searches.

When done right, social media marketing can be a powerful way to connect with your prospects and clients. Connect with us to explore how your firm could benefit.

More than simply keyword selection, your SEO strategy will involve optimizing your website’s structure, creating custom content, and monitoring your site’s analytics. If you’re not using SEO to your firm’s advantage, you could be missing out.

When done right, digital marketing can be a powerful way to connect with your prospects and clients. Let us help you determine which digital activities make the most sense for your accounting firm or financial advisory firm.

Want to Learn More? Request a Free Audit of Your Firm’s Digital Marketing.

Schedule your free audit today!


Templated vs. Customized Websites: How to Determine the Right Fit for Your Financial Advisory Practice

By Kristy Gusick|February 2, 2024|Tags: , |

In today's fast-paced digital era, establishing a strong online presence is crucial for any business. One of the key decisions you'll face in your firm's marketing strategy is how to present your brand through your website. The choice between a templated website and a customized site is a critical [...]

Mastering Difficult Client Interactions: Effective De-Escalation Strategies for Financial Professionals

By Kristy Gusick|December 18, 2023|

In the fast-paced world of finance services, fostering strong client relationships is a crucial aspect of your job. While most client interactions are smooth and productive, there are instances when dealing with difficult clients becomes an inevitable challenge. The ability to navigate these challenging encounters with finesse and professionalism [...]

Want to learn more? Request a free audit of your firm’s digital marketing.
Contact us today to schedule your free audit!

Go to Top