
The Retention Strategy Most Accounting Firms Overlook
Discover the accounting firm retention strategy most owners overlook: timely, relational email that builds trust, loyalty, and long-term client value.

Discover the accounting firm retention strategy most owners overlook: timely, relational email that builds trust, loyalty, and long-term client value.

If there’s a “silver bullet” in marketing your accounting business… this is it. Key Takeaways Trust is earned over time — in spoonfuls, not bucketfuls. Most marketing efforts fail because they skip the trust-building process. Positive client reviews and testimonials are the most powerful marketing assets. Asking happy clients for feedback can multiply your credibility

Is your accounting firm prepared for the 2026 tax season? Key Takeaways Fall is prime preparation time for the next tax season. The accounting firms that thrive make time for what’s important, not just urgent. Consistent, human-centered marketing for accounting firms builds long-term stability. Start now: strengthen visibility, follow-up, and client relationships before the rush.

Given the insane amount of changes that have taken place, this year it’s critical to get up to speed with all the newest tax updates that affect your clients and you.

Traditional SEO for accounting firms is still important for effective digital marketing, even as AI overviews top results in 40% of online searches. Here’s why.

A recent TaxProMarketer survey revealed that 70 percent of accountants either aren’t doing marketing or think their marketing isn’t working.