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LinkedIn Marketing Solutions for Tax and Accounting Firms

Generally, the best marketing method when you’re just getting started and have exhausted your existing network is LinkedIn. LinkedIn B2B marketing is so useful as a method of client acquisition for tax and accounting firms because the platform is where millions of small businesses share their information—including what industry they’re in, their size, how many employees they have and what types of products and services they offer, among other things.

The greatest advantage of this network is that you can reach out to these small businesses, create a connection, get access to their email and follow up with them a number of times to set up an appointment for a possible engagement. This method is highly valuable in warming up prospects and creating context around building a possible relationship.

The greatest advantage of this network is that you can reach out to these small businesses, create a connection, get access to their email and follow up with them a number of times to set up an appointment for a possible engagement. This method is highly valuable in warming up prospects and creating context around building a possible relationship.

Target Your Ideal Tax and Accounting Customers

The LinkedIn platform allows you to specifically target your ideal tax and accounting customers, send connections requests and send direct messages with decision-makers. Instead of casting a wide net, you can dive into the LinkedIn platform and spearfish for your ideal customers.  

Here are specific criteria to utilize in the LinkedIn marketing process:

  • Location (city/state/country)
  • Company size
  • Industry type
  • Profile title
  • Years worked at current company
  • Years held in a specific position
  • Company type
  • Connection level
Target Your Ideal Tax and Accounting Customers
Launching a LinkedIn Profile

Launching a LinkedIn Profile

You begin by setting up a LinkedIn profile that includes your profile photo, background, experience and skills. From there, you can build out your summary of who you are and how you can help. Then, draw in your ideal customers with a profile title that speaks to them about how you can help their business. 

Search, Identify and Connect
with Ideal Customers

The first step to beginning a conversation with someone on LinkedIn is to send a connection request. Make sure to include a compelling connection request message before hitting Send. Repeat as you continue to identify new potential clients within your network whom you would like to reach out to.

Search, Identify and Connect
with Ideal Customers
Review Connected Profiles and Reach Out

Review Connected Profiles and Reach Out

Now that someone has become a first-degree connection with you, you can start to directly message or email them. The first message will explain who you are and how you can potentially help them, and is critical in building a relationship with your ideal customers. 

Confirm Appointments, Host Strategy Sessions and Sign Up New Clients

After continuing the dialogue and determining whether both parties are a good fit to work together, schedule an appointment and continue the discovery through a virtual strategy session. Walk through the diagnosis, pitch the sales deck and convert the previously cold lead into a new paying client. 

Confirm Appointments, Host Strategy Sessions and Sign Up New Clients

Our Clients Say It Best

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


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

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AccountingTax.com by Andrew Argue is now Corvee