3+ Accounting Firm Marketing Plan Templates – PDF, Word


If you’re going to run a business, then it’s very important that you know what it is that needs to be done in order to advertise it to the people or other businesses that you’re targeting. This is especially true if you plan on running an accounting firm.

So what you’re going to have to do is to come up with a plan that’s able to outline everything from how you’re going to market your accounting firm and what exactly you’ll need to do. And that’s why this article is going to teach you how to create an effective accounting firm marketing plan template that should be able to do the job.

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Accounting Firm Marketing Plan Template

accounting firm marketing plan template
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US


Accounting Firm Marketing Plan Template Guide

File Format
  • PDF

Size: 594 KB


Sample Accounting Firm Marketing Plan Template

File Format
  • PDF

Size: 835 KB


Simple Accounting Firm Marketing Plan Template

File Format
  • PDF

Size: 100 KB


How to Make an Accounting Firm Marketing Plan

Again, the entire point of having this type of plan is so that it can outline everything from what your marketing goals are, to what it is that you have to do in order to achieve them. Remember that it’s vital for you to know how you should market your accounting firm as that’s the only way to get people to know that your business exists.

With that in mind, here are the steps that should be able to help you create your own accounting firm marketing plan:

Know What Your Mission and Vision Is Supposed to Be

The first step to realizing what your marketing goals are supposed to be is to understand what your business’s mission and vision are. Knowing them both will give you an idea as to what kind of marketing strategies you’re supposed to use. Also, knowing what they are will help remind you as to what kind of expectations need to be met in order to make your business’s marketing an overall success.

So you’ll need to think, what it is that your accounting firm should be doing? The answer to this will need to be placed in the mission statement portion of this section of the marketing plan. Since we’re talking about the mission of an accounting firm, then yours will also most likely to be one wherein you try to provide top-quality services to all clients. If you have other goals in mind, then just place them in the plan. Make sure that you’re able to write down everything clearly so that you and anyone else who goes through the document is able to easily grasp the purpose of the accounting firm.

Once that’s done, the next step is to come up with your vision statement. By this point, you’re going to have to understand what it is that you want for your accounting firm in the future. Basically, you should ask yourself one question: What do you when you think about your accounting firm in a couple of years from now?

Try to determine the kind of success that you want it to have and write that down into the business plan. The point of having it is so that both you and your employees will have something to look forward to and work towards. Also, the vision will give you an even clearer idea as to what kind of marketing strategies can help lead up to it.

Know Who  Your Target Audience Is Supposed to Be

When you’ve finally managed to figure out what your mission and vision is supposed to be, then the next step is to know who you should be focusing your marketing strategies towards. These are people that you will dub as your accounting firm’s “target audience” and they’ll be the ones that you will continuously want to do business with.

So what you’re going to have to do is to figure out who they are and you’ll only be able to do that if you do proper research. So think, who are going to benefit the most from the service your business offers? You’ll need to take a look at demographics such as age groups or even how much they usually spend.

Since we’re talking about a plan for an accounting firm, then your most obvious target would have to be certain businesses that require financial accounting statements that have to be made, and that’s just about all of them. If you have other targets in mind, then write them down in the business plan.

Come Up With the Marketing Strategies for Your Accounting Firm

If you’re going to come up with the marketing strategies for your accounting firm, then this is the section where you’ll be writing them down. It’s important that you do because you’re going to want to clearly explain what it is that has to be done so that both you and your employees can understand what expectations will need to be met. Also, potential investors are going to want to take a good look at this particular section of the marketing plan as they want to see if you truly understand your target audience. This will play a vital role in determining whether or not they’re likely to invest in your accounting firm.

So what you’re going to have to do first is to understand the mean in which you’re going to market to your target audience. Since you already know who your target audience is, then this shouldn’t be much of a problem. What you should be concerned about is how you’re going to ensure that the information actually manages to get to them. So to make sure that happens, you’re going to have to figure out the best media channel that you could possibly use.

So where do you think they’re most likely to get the news from? Are they the types that happen to use social media every day? Or maybe they get their news from the radio or television? Once you’ve managed to figure that out, then you shouldn’t have any problems when it comes to knowing what strategy will be the most effective.

Once that’s done, you must then think about the promotional material that you will need to come up with. Your strategies won’t really amount to anything if you don’t even have the promotional materials that will go along with them. So you have to think about what it is that you should share with your target audience. Since we’re talking about an accounting firm, then you’ll obviously want to provide information regarding your accounting services and the prices you’ll be charging your customers and clients. You can also decide to share things that will get them interested such as discounts for the first few who avail your services and other promotional means.

Do Research on Your Competition

No matter what kind of business you decide to run, there are always going to be competitors who’ll be trying to take your customers and clients away from you. Your competitors will be all of the other accounting firms within your area and you’re going to want to find ways to deal with them as soon as possible. Because if you just allow them to do whatever they want? Then most likely they’ll end up running your business to the ground.

What you’ll need to do is to take a good look at your competition? What it is that they offer and how are they marketing themselves. Try to get as much information as you can by asking their customers or even making visits to their establishments. Once you have enough information, you’re going to have to use it to come up with the ways to deal with them.

First, start off with what their marketing strengths. What are they doing that makes customers want to avail their accounting services? You should see whether those strategies would work well for your accounting firm and if they do, then you should definitely consider using them. You can also decide to come up with a better strategy if you see that there’s a way to improve on their marketing strengths.

Then you should focus on what weaknesses they have. This can be anything from how they’re marketing themselves or how they’re running their accounting firm in general. By knowing what these weaknesses are, you can do whatever you need to so that your own accounting firm can avoid them.

To find this information, you can go through review sites that can give you everything that you need or you can always directly ask their customers. Just make sure that you’re doing this in the most subtle way possible. Remember that you’re only doing this so that your business can get a competitive edge and can gain the ability to stay on top of the industry.

In the event that you would like to learn about the other types of marketing plans that you can come up with, then all you have to do is to go through our site. It contains many different articles and each of them has unique information that should be able to help you. Just be sure that you go through them thoroughly so that you can make the most out of whatever it is that they have to offer.

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