6 Best Tools Accountants And Bookkeepers Can Use To Find Clients

How can you attract and retain your ideal clients without spending too much time and money on marketing and sales?  Finding clients is one of the biggest challenges for accountants and bookkeepers, especially in a competitive and dynamic market. 

According to a survey by Sage, 82% of accountants say that companies are more demanding these days, and 87% agree that clients expect more flexibility and better service levels from accountants, without an increase in their rates.

So, the answer is to use the right tools that can help you showcase your expertise, reach out to potential customers, and build trust and loyalty.

The Return (Never Left) Of Word-Of-Mouth

The concept of word-of-mouth has evolved into a dynamic force that never truly left – it's just taken on a new form. In industries like accounting, where traditional advertising may not yield the desired results, networking and building connections have become paramount. Platforms like LinkedIn have become the modern-day word-of-mouth channel, allowing accountants and CPA firm leaders to showcase their expertise, engage with peers, and connect with potential clients. Building trust and credibility through online connections has become an invaluable strategy, demonstrating that the essence of word-of-mouth is very much alive in the digital age.

1. LinkedIn - The Professional Networking Powerhouse

LinkedIn has emerged as the go-to platform for professionals seeking to connect with potential clients and business partners. As of 2021, LinkedIn boasted over 774 million members worldwide. This platform allows accountants and bookkeepers to build a professional online presence, showcase their expertise, and connect with individuals and businesses in need of financial services.

How to Use LinkedIn Effectively:

• Optimize your LinkedIn profile: Create a detailed profile that highlights your skills, experience, and areas of expertise.
• Join relevant groups: Participate in industry-specific groups to connect with potential clients.
• Share valuable content: Regularly post articles, updates, and insights to demonstrate your knowledge and attract followers.
• Connect strategically: Send personalized connection requests to individuals who may benefit from your services.
• Engage with your network: Interact with your connections by commenting on their posts and sharing relevant content.

By consistently using LinkedIn, accountants and bookkeepers can establish themselves as thought leaders in the industry and attract clients seeking their expertise.

2. Google My Business - Enhance Local Visibility

For accountants and bookkeepers looking to target local clients, Google My Business (GMB) is an indispensable tool. GMB allows you to create a business profile that appears in Google search results and Google Maps when users search for accounting or bookkeeping services in their area.

How to Use Google My Business Effectively:

• Claim and verify your listing: Claim your business on GMB and ensure all information, such as your address, phone number, and hours of operation, is accurate.
• Add high-quality photos: Upload professional photos of your office, team, and services.
• Collect and respond to reviews: Encourage satisfied clients to leave positive reviews and promptly address any negative feedback.
• Post regular updates: Share updates, articles, and promotions to keep your listing active and engaging.
• Monitor insights: Use GMB's insights to track how users find your listing and interact with it.

Google My Business is an excellent tool to increase your online visibility and attract clients looking for accounting services in your local area.

3. Canva - Create Eye-Catching Visual Content

Visual content plays a crucial role in attracting and engaging potential clients. Canva is a user-friendly graphic design tool that allows accountants and bookkeepers to create visually appealing marketing materials, such as social media graphics, infographics, and flyers.

How to Use Canva Effectively:

• Choose professional templates: Canva offers a wide range of templates designed for various purposes. Select templates that align with your branding.
• Customize designs: Easily customize templates by adding your logo, brand colors, and content.
• Create informative infographics: Use Canva to design infographics that convey complex financial information in an easy-to-understand format.
• Share on social media: Promote your services by sharing your Canva-designed graphics on social media platforms.

4. HubSpot CRM - Manage Client Relationships

Client relationship management (CRM) is essential for nurturing leads and converting them into paying clients. HubSpot CRM is a free tool that helps accountants and bookkeepers track interactions, manage contacts, and automate communication.

How to Use HubSpot CRM Effectively:

• Import and organize contacts: Import your client list and segment it based on criteria such as industry, location, or revenue.
• Track interactions: Log emails, calls, and meetings with clients and prospects to maintain a complete history.
• Automate email campaigns: Set up email workflows to nurture leads and stay top-of-mind with clients.
• Monitor engagement: Analyze email open rates and click-through rates to gauge the effectiveness of your campaigns.
• Integrate with other tools: HubSpot CRM integrates with many other platforms, making it a versatile addition to your tech stack.

5. MailChimp - Email Marketing Made Easy

Email marketing remains a powerful tool for staying connected with clients and nurturing leads. MailChimp is a user-friendly email marketing platform that offers a free plan for businesses with smaller mailing lists.

How to Use MailChimp Effectively:

• Build targeted email lists: Segment your email list to send relevant content to different groups of clients and prospects.
• Create engaging newsletters: Design visually appealing newsletters with MailChimp's drag-and-drop editor.
• Automate email sequences: Set up automated email sequences to nurture leads and onboard new clients.
• Analyze campaign performance: Use MailChimp's analytics to track email open rates, click-through rates, and conversion rates.
• A/B testing: Experiment with different subject lines and content to optimize email performance.

6. Zapier - Automate Client Search and Engagement

In the quest to optimize various tools for searching and engaging with clients, Zapier plays a pivotal role. This powerful automation tool acts as a bridge between your favorite apps, streamlining workflows and enhancing your client search efforts.

How to Use Zapier Effectively:

• Create automated workflows: Set up "Zaps" to connect different apps and trigger actions automatically when specific conditions are met.
• Enhance lead generation: Integrate your CRM with lead generation platforms, automatically adding new prospects to your client database.
• Streamline communication: Send personalized follow-up emails to potential clients based on their interactions with your content or website.
• Monitor social media interactions: Receive notifications or create tasks when potential clients mention your services or engage with your posts on social media.

By using Zapier to optimize your tools and automate tasks, accountants and bookkeepers can save time and focus on building meaningful client relationships, making it an indispensable addition to your client search toolkit. 

This automation tool underscores the importance of leveraging technology to maximize your client acquisition efforts, especially in industries like accounting where traditional advertising may not be as effective. In the ever-evolving landscape of client search and engagement, Zapier empowers professionals to adapt and thrive in the digital age.

Bonuse: Best Practices for Finding Clients:

Now that we've explored the six essential tools, let's discuss some best practices for finding clients effectively:

Define Your Niche: Identify your target market and industry specialization to tailor your marketing efforts.

Content Marketing: Produce high-quality content, such as blog posts, webinars, or whitepapers, to showcase your expertise and attract potential clients.

Networking: Attend industry events, join online communities, and participate in discussions to expand your professional network.

Referrals: Encourage satisfied clients to refer your services to their contacts, offering incentives if necessary.

Continuous Learning: Stay updated with industry trends and regulations to remain a trusted advisor to your clients.

Client Retention: Focus on providing excellent service to your existing clients to foster long-term relationships and referrals.