
Overcoming the 4 Biggest Marketing Challenges for Accountants
Mar 19, 2025
Marketing is essential for growing an accounting firm, yet many accountants struggle with it. Whether it’s a lack of time, uncertainty about what works, or not having the right systems in place, these challenges can make marketing feel overwhelming. But it doesn’t have to be that way.
In this blog post, we explore the most common marketing challenges accountants face and, more importantly, how to overcome them.
Check out the full video on this topic here.
Challenge 1: Lack of Time to Focus on Marketing
Time is one of the most valuable resources for any accountant. With client work, compliance tasks, and day-to-day operations, marketing often takes a back seat. Many accountants want to market their firm but feel there aren’t enough hours in the day to do it properly.
The reality is, marketing doesn’t require as much time as you might think - it requires consistency. Instead of trying to do everything at once, treat your firm like one of your own clients. Schedule dedicated marketing time in your calendar, just as you would for client work.
Another way to free up time is to review your pricing.
If your fees are too low, you’ll need to take on more clients to generate the income you need, leaving little time for anything else. By charging the right prices, you can work with fewer clients while maintaining the same level of profit. This allows you to focus on marketing, business growth, and delivering higher-value services.
Challenge 2: Uncertainty About What Works
Even when accountants do set aside time for marketing, many feel unsure about what to do. What kind of content should you create? Where should you post it? How often? The sheer number of marketing strategies available can lead to paralysis by analysis.
Instead of trying to master every marketing channel, start with one or two simple strategies.
A great place to begin is content marketing, whether that’s writing a blog, posting on LinkedIn, or sending a monthly email newsletter. These methods establish credibility and keep you top-of-mind with potential clients.
Referrals are another powerful marketing tool, yet many accountants rely on them passively. Instead of hoping for word-of-mouth to bring in clients, put a referral system in place. This could be as simple as regularly asking happy clients for referrals or offering an incentive for successful recommendations.
Challenge 3: Lack of Systems and Automation
Marketing can feel chaotic without clear processes in place. Many accountants approach marketing sporadically, posting content whenever they remember, reaching out to potential clients inconsistently, or relying on unpredictable referrals. This lack of structure leads to inconsistent results.
The solution is to build marketing systems that run automatically.
A marketing tech stack can help streamline key processes. For example:
- Social media scheduling tools (like Buffer or Hootsuite) allow you to create posts in advance and schedule them to go out automatically.
- Email marketing software (such as MailChimp or HubSpot) enables you to nurture leads with automated follow-up emails.
- Lead generation systems ensure a steady flow of potential clients by offering a valuable resource (like a free guide) in exchange for contact details.
By using automation tools, you can keep your marketing consistent without having to be actively involved every day.
Challenge 4: Not Tracking Results and Measuring ROI
Marketing without tracking results is like driving without a destination: you have no way of knowing if you’re headed in the right direction. Many accountants put effort into marketing but fail to measure what’s working and what isn’t.
Key metrics to track include:
- Website traffic – How many people visit your site, and where are they coming from?
- Email open rates – Are people reading your emails, or are they ignoring them?
- Lead conversion rates – How many leads are turning into paying clients?
By monitoring these numbers, you can make informed decisions about where to focus your efforts. For example, if your email open rates are low, you might need to work on writing more engaging subject lines. If your website traffic is high but conversions are low, your landing pages may need improvement.
Tracking doesn’t need to be complicated. Google Analytics, social media insights, and email marketing reports provide valuable data that can help refine your marketing approach.
How to Overcome These Challenges and Make Marketing Work
Marketing doesn’t have to be overwhelming or time-consuming. By treating your firm like a client, focusing on one or two key strategies, implementing automation tools, and tracking key metrics, you can build a sustainable marketing system that brings in consistent leads.
The most important thing is to start.
Even small, consistent efforts will produce better results than occasional, last-minute attempts at marketing.
Choose one area to improve today, and commit to making marketing a regular part of your business routine.
FAQs
How much time should an accountant spend on marketing?
At least 3-5 hours per week is ideal. However, by using automation tools, you can significantly reduce the time required while maintaining consistency.
What’s the easiest marketing strategy to start with?
Content marketing, such as writing a blog, posting on LinkedIn, or sending an email newsletter, is a great place to begin. It helps establish credibility and keeps your firm top-of-mind.
Do I need to spend money on ads?
Not necessarily. Organic strategies like SEO, content marketing, and referral systems can bring in leads without requiring ad spend. However, paid advertising can help speed up results when used correctly.
Final Thoughts
Marketing can feel overwhelming, especially when you’re already busy managing client work. But it doesn’t have to be complicated. By recognising the common challenges: lack of time, uncertainty, missing systems, and a lack of tracking, you can take the right steps to overcome them.
The key is to start small and be consistent. Whether it’s blocking out dedicated time for marketing, setting up simple automation tools, or focusing on one channel at a time, steady progress will lead to long-term success.
Ultimately, marketing isn’t just about getting more clients—it’s about building a firm that attracts the right kind of clients and allows you to work on your terms. The sooner you put structured marketing strategies in place, the easier it becomes to grow your business in a way that’s both sustainable and rewarding.
You can watch the full video on this topic here.
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Wishing you every success on your pricing journey
The Value Pricing Academy Team