It’s the New Year and accountants celebrate it with mixed emotions as tax season is on the horizon. During “Busy Season” most professionals drive client work forward at full-throttle. In the best case scenario, Most accounting firms are knee-deep in taxes right now. And many have put marketing on the back burner—something to circle back to around May, when the tax frenzy is over. 

But if you run a growth-minded accounting firm, you can’t afford to take the pedal off the metal when it comes to marketing. Especially not with private equity-backed rollups nipping at your heels. With many of your competitors taking a break from marketing, it’s the ideal time to stay in front of clients and prospects. 

Worried you don’t have the bandwidth to commit to marketing in the midst of tax season? We’ve outlined three marketing tasks that will take little time and effort…but could pay off big.  

1. Develop and promote a compelling infographic.

People gravitate to infographics because they pack a lot of information into an easily-digested visual format. Pull together a mix of serious stats that demonstrate your firm’s reach (how many client meetings you held in 2024, how many states you’re completing returns for, how many extensions you had to file). Then throw in some fun facts that tap into the personal side of professional services (how many late night pizzas your team shared and how many furry friends joined the office on the weekends).  

Create a spreadsheet or other data gathering tool, ask everyone to populate it, add up the numbers—then get creative with the design to make it engaging. Promote your infographic on LinkedIn to keep your firm top of mind with clients and prospects. 

2. Use this easy way to create FAQs.

Your staff is surely fielding countless calls and emails from clients about their taxes. What better time to pull together that information and leverage it in your marketing? 

Set up a Google Notebook or other AI-powered tool that makes the data gathering simple and even summarizes or synthesizes the data for you. Then pose this question to your staff: “What’s one question you received from a client today?”

It’s ok if they don’t all answer every day. (Though it might take periodic reminders to keep up the momentum.) You’ll gain a wealth of information you can slice-and-dice in many ways:

1. Pulse out a daily question and answer on social media.
2. Create a series of blogs on the most frequently asked questions.
3. Organize questions by industry to showcase your sector-based expertise. It’s a light lift and an easy way for everyone to participate. 

3. Cross-sell non-tax services with targeted questions.

You’re probably spending a good deal of time talking with clients on Zoom or face-to-face, especially business clients with complex needs. Even if you don’t have time now to conduct a comprehensive business review, use the face time to soft-sell non-tax services by asking questions that position you as a trusted advisor for far more than tax preparation and planning. For example: Does your business have a succession plan? I see you’ve moved to a new state since the last tax year—do you need your estate plan updated? 

Ask your team to recommend questions, then use an AI tool like Perplexity to generate more ideas and round out the list. Some questions might result in direct business for your firm. Others could generate referrals out to your network—a sure way to get referrals coming back to you. 

Fuel Long-Term Growth with Fractional Marketing Services

Marketri understands what your firm is up against in today’s highly saturated, crowded market for accounting services. We recognize you can no longer rely solely on networking and referrals to develop new business. And we have the experience and expertise to turn your marketing into a predictable revenue generator. 

Our fractional marketing model is the ideal approach for growth-minded, mid-sized accounting firms that expect a high ROI on their marketing spend. By partnering with a fractional marketing agency, you gain access to the specific skillsets and resources you need—no more, no less—without building a large, costly team of FTEs. 

Schedule an introductory call with our President Deb Andrews to learn how we can accelerate your accounting firm’s growth. 

Originally published April 28, 2014