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Use Facebook Ads to Grow Your Accounting Practice

Facebook Ads is an incredible marketing strategy to convert a completely cold lead into an inbound, warmed-up prospect ready to start working with your tax and accounting firm. With an active funnel that you can directly measure ROI from, investing in a marketing platform such as Facebook is simple when you are clearly seeing a direct return from such efforts. 

When you do the math to find out what results you are generating from Facebook Ads, including how many meetings you are generating each week, then you can track and improve the process—and ultimately build a great system for client acquisition. 

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The Math Behind Facebook Advertising

The Math Behind Facebook Advertising

In terms of marketing, you need to do the math in very granular detail to ensure you’re spending wisely. You want to measure the following: 

  • How many new clients do you want to acquire? (Call to Action)
  • How many appointments do you need to perform? (Cost Per Successful Sale)
  • How many appointments showed up? (Show Up Rate)
  • How many email addresses did you get? (Cost Per Lead)
  • How many prospects clicked on your ad? (Cost Per Click)
  • How much did you spend on Facebook Ads? 

In order to succeed at marketing, you are going to have to measure all of the above, and more, in minute detail. As a numbers-oriented accountant, if you can get yourself truly excited about this process—tracking it, analyzing it, refining it, etc.—this will be something that can generate millions of dollars in revenue for you over time. However, you must do the math daily.

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Launching a Facebook Ad 

The Facebook funnel starts with an interested prospect clicking on a compelling Facebook ad. Be sure to include the following in your Facebook ad: 

  • Location
  • Niche market
  • Company size
  • High-priced offerings
  • Copy that attacks the status quo
  • Well-written messaging
  • Striking image

We provide training, templates and live tech support to help make sure your ad is specifically designed to target and capture your next ideal client.

Launching a Facebook Ad
Capturing the Email Lead

Capturing the Email Lead

Once someone is compelled enough to click on the ad, they are taken to a web page which invites them to provide their email address so they can learn who you are and how you can help them. This web page needs to be specifically designed to funnel the interested party into learning more, using our recommended Facebook ad funnel templates.

Invite Your Lead to Schedule
an Appointment

This is an incredible tactic built to help convert an email lead into an inbound strategy session with a very interested prospect. When this is set up properly, you can turn on your Facebook ad, go to sleep and wake up with appointments automatically booked on your calendar.

Invite Your Lead to Schedule an Appointment
Host Strategy Sessions and Sign Up New Clients

Host Strategy Sessions and Sign
Up New Clients

When the scheduled appointment is made, you can begin the conversation knowing that this lead is considered “inbound.” Essentially this means that they went through an entire funnel to learn how you can help them, and are interested enough to speak with you. The conversion rate to close these appointments is much higher than other client acquisition funnels due to the nature of the inbound lead. 

After tracking, reviewing the metrics and closing new deals, you will start to understand the ROI nature of a Facebook ad funnel and the power it can have on scaling your tax and accounting firm.

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Our Clients Say It Best

Hear from tax and accounting firm owners who have successfully launched Facebook Ads as a client acquisition system for their firms.

See All Case Studies

Facebook Ads for Accountants Prove to Be a Success for Expanding into Advisory Services

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How One Tax Firm Increased Revenue and the Improved Client Onboarding Process with Corvee

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Learn How to Successfully Set Up, Launch and Acquire New Clients with Facebook Ads

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