How to take your accounting practice to the next level

3 min. readbyVexxit StaffonAugust 17, 2021
Ready to level up your accounting practice? Discover the top areas to consider in today's trending story.

It might seem impossible to think about furthering your accounting practice when you’re knee-deep in your busy season. Fair enough. It can’t hurt to give it some thought when things settle though, and it can even help you better manage your business the next time busy season rolls around.

If you're looking to level up, here’s some things to consider:

1. Define your audience

You can’t market yourself if you don’t know who you’re marketing to. Is there a particular niche you want to serve? Do you have more experience or interest in working with a certain type of client, say self-employed individuals or small businesses? When you define who makes up your audience, you can take the next step of figuring out how to reach them.

2. Be proactive

Small and large business owners agree that they look for accountants who are proactive instead of reactive. The possibility of working with an accountant who is reactive is the top concern for business owners when it comes to accounting.

Now’s the time to extend a hand to that target market and offer your support before the going gets tough. If you can add value to your clients’ day-to-day dealings and help them save on the regular, not just at tax time, you may find them calling on you more frequently and more referrals coming your way.

3. Work on your digital presence

Gone are the days of flipping through the phone book to find an accountant. Considering that most people research online before making a big purchase, you can bet they’re looking online for their professional services, too. If you don’t have a digital presence, you’re missing out.

Having a website and social media channels will help you to be seen (and a blog and email marketing, if you want to take it a step further). Exploring your online options is the way to go in this day and age, where digital media rules and traditional media takes a backseat.

The way you present yourself online is equally important. Having a polished look and useful content adds to your reputation as a professional and an expert in your field.

4. Organize your efforts

Take notes to document and organize your marketing activities. By tracking the who, what, when, where and why of your efforts, you’ll make sure you haven’t missed any opportunities and you’ll have the details you need to follow up if necessary.

5. Use your resources

Make use of industry associations, business organizations and any up-and-coming events to promote your practice. The more you put your name out there, the more exposure you’ll get. When your efforts are targeted, you’ll be better able to reach your intended audience.

Vexxit is a prime resource for expanding your reach, with many ways to get your accounting practice seen and heard. With a Vexxit professional membership, you have access to a creative team that helps you map out your digital presence. From article writing to guesting on podcasts to hosting webinars, Vexxit helps you connect your brand with your ideal audience. Join our growing network of accountants to cover all your promotional bases and take your accounting practice to new heights.

Try Vexxit for Free and Level Up Your Practice

You can try Vexxit's matching algorithm free for 6 months with our limited time offer and start expanding your reach to new audiences. Looking to grow your digital presence? Vexxit can help with our different professional packages.

Let’s get you matched

It only takes 15 minutes to get started.

If you’re an individual or business owner in need of legal, accounting, financial, or other specialized services, we’ll help you find the best providers for you.