Stay on top of your game with this marketing checklist.

1 min read


As we reach mid-year, it’s a great time for accounting firms to evaluate marketing strategies and focus on converting potential leads into engaged clients. The mid-year marketing checklist includes steps such as content audit and optimization, email marketing campaigns, social media engagement, lead magnet development, and client testimonials and reviews. Keeping content fresh, tailoring messaging to different segments, actively engaging with the audience, and implementing these strategies can help enhance engagement and conversions for accounting firms.

Mid-Year Marketing Checklist for Accounting Firms

As we reach mid-year, it’s an opportune time for you to evaluate your firm’s marketing strategies and make necessary adjustments to drive continued growth. Focusing on the middle of the marketing funnel, where potential leads are weighing their options and seeking more information, can significantly enhance your ability to convert prospects into engaged clients. At this stage, you are focused on converting website visitors and marketing qualified leads into sales qualified leads and engaged prospects by demonstrating value and building relationships.

1. Content Audit and Optimization

Review Blog Posts, Articles, Case Studies, and Videos to ensure they are relevant, up-to-date, and optimized for SEO. Track key performance indicators like content updates, organic search traffic, and engagement metrics.

2. Email Marketing Campaigns

Segment Your Email List, Nurture Leads with Drip Campaigns, and A/B Test Subject Lines and Content to improve open rates, click-through rates, conversion rates, and unsubscribe rates.

3. Social Media Engagement

Schedule Consistent Posts, Engage with Followers, Leverage LinkedIn, and track follower growth, engagement rates, social media referral traffic, and lead generation from social media.

4. Lead Magnet Development

Create New Resources, Promote Lead Magnets, and Follow-up with Automated Emails to track lead magnet downloads, conversion rates of landing pages, and engagement with follow-up emails.

5. Client Testimonials and Reviews

Collect and Showcase Testimonials, Encourage Online Reviews, and Create Case Study Videos to track number of testimonials and reviews collected, increase in website conversion rates, and positive sentiment analysis from reviews.

Regular Content Updates, Segmented Communication, Engagement and Interaction are key takeaways to enhance engagement and conversions for accounting firms. Start implementing these strategies today to take your firm’s marketing to the next level!

Previous Story

CPA Executives Less Optimistic About Economy

Next Story

Your Daily Accounting Briefing – 2024-06-10

Latest from News