Staying relevant is the core principle of any business. If you want to take your accounting practice to the next level, it’s essential to implement effective marketing strategies to attract and engage your ideal audience.
However, in today’s day and age, this involves an air of creativity. Gone are the days of a simple newspaper advertisement or relying solely on word-of-mouth. Outdated practices simply can’t be sold to consumers of today who are more aware.
If you want to avoid these limitations and take your accounting practice to the next level, there are a host of creative ways to bring in your perfect clientele. At Rapport Digital, we are here to help your accountancy firm succeed online.
Below, you’ll find 17 game-changing marketing ideas you can repurpose for your accounting firm.
Footpath or pavement stencils
A prime example of guerilla marketing at its best, this is a great technique if you’re working according to a tight budget. All this involves is a public space, some chalk and stencils.
Find an area that’s heavily pedestrianised, where people are most likely to see the advertisement. Get creative with your message and consider using humour to grab people’s attention, e.g. ‘More people trip over tax mistakes than cracks in the pavement. Let’s fix that,’ then simply place your firm’s QR code alongside the advert, so people are easily directed to the right place.
For example, take a look at this pavement stencil by adidas Spezial for a Liam Gallagher event:
‘Free financial therapy’ pop-up booth
We’ve all seen those viral videos circulating on YouTube, with people offering free advice on specialised subjects and educating the public on misunderstood or complicated topics.
Why not create one for finances? You could set up a small booth in a busy area with a sign that says, ‘Stressed about taxes? Free financial therapy here!’ People are always eager to learn financial tips that might save them money and if it’s free, this tactic is guaranteed to draw in crowds.
One of your firm’s accountants can sit in a therapist-style setting, offering quick tax-saving tips or free 10-minute consultations. If people are impressed with your advice, chances are they’d be willing to pay for similar services in future or recommend you to friends.
Check out this one from the money experts at money20_20 on Instagram:
‘Fix my finances’ online video series
If you’re looking for an engaging way to promote your business online, creating a ‘Fix my finances’ video series inspired by Gordon Ramsay’s Kitchen Nightmares could be a fun and effective approach. You could film short, dramatic case studies involving real small businesses with chaotic finances, demonstrating how your firm ‘rescues’ them.
You can really amp up the drama, by adding cliffhangers throughout the video, e.g. ‘wait until you see how much they were overspending on taxes.’ If you have the budget, you can free financial makeovers to businesses willing to be featured.
To find out more about marketing your business on social media, check out our guide, The Pros & Cons Of DIY Social Media Marketing.
‘Financial apocalypse’ billboard stunt
Although billboards have been around for decades, they remain a highly effective marketing tool today when used correctly. Why not get creative and create one that’s super eye-catching? You could create a ‘financial apocalypse’ style billboard in a high-traffic area, making it look like a breaking news alert, e.g. “The UK is losing £10 million every hour in unclaimed tax relief. Are YOU missing out? Call us.”
The visual elements create a sense of urgency and immediacy, encouraging pedestrians to stop and take notes. You could add a QR code linking to a website or an app where people can check if they qualify for unclaimed tax relief. Designed well, this idea has viral potential.
Breaking a Weird World Record
The Guinness World Record is filled with weird and wonderful challenges. Why not create one for your marketing campaign? It gives your firm the opportunity to get involved in something fun and creative and is sure to spark widespread buzz and online conversation.
Some ideas include ‘most tax returns completed in a day’ or ‘largest accounting lesson ever held outdoors.’ If you’re successful, it could gain universal media coverage, skyrocketing your marketing efforts.
Late taxpayer’s survival kit
This is another campaign idea that involves direct interaction with the public. You could set up a stall in a high-traffic area, handing out ‘survival kits’ during tax season.
These could include things like coffee sachets, stress balls and a checklist of tax deductions. It’s a hands-on technique that allows you to advertise your firm as an approachable, friendly service that people feel comfortable conversing with.
It’s also a low-cost way to demonstrate your value, providing people with practical tools and creating a memorable experience, ensuring people will remember your firm long after tax season is over.
Crypto & modern finance events
Cryptocurrency and modern financial technologies are gaining more traction every day. If you want to target a more niche audience with your marketing campaign, this is a great way to bring together crypto traders, investors and entrepreneurs interested in specialized financial advice.
This networking event could take place in a venue, if you’re located in a larger city – or you could host a webinar.
You could cover trends in the industry, establishing your firm as a leader on items such as crypto investments, blockchain technologies, NFTs and decentralised finance (DeFi). It’s a chance to foster relationships with individuals, hopefully turning into long-term business opportunities.
Consider hiring speakers in a related field to appear at the event, then list all the participants and their respective expertise/accolades in the advertisement, like nextblockexpo, on Instagram:
Create interactive workshops
Another practical and direct way to engage with potential clients, you could put together workshops (either online or offline) where you can teach individuals how to use accounting software or make sense of financial statements.
You could cover a host of different topics, including financial analysis and how to plan and budget during tax season. People are more likely to trust your firm once they see tangible, positive results translating from your advice. Workshops are a great way to build trust among customers.
You can get creative with the advertisement, even hiring a freelance artist to design a modern, eye-catching poster for the event. Check out this one:
Create a dedicated finance podcast
Podcasting is a powerful marketing technique because it allows you to build strong, personal connections with audiences, fostering trust and loyalty. It’s also a great way to target younger audiences. According to a study by Edison Research in 2025, 66% (more than half) of podcast consumers in the US fell into the 12-34 age bracket.
In the same study, 61% of Americans aged 35-54 had listened to a podcast in the past month. By launching a dedicated finance podcast, you can tap into this growing trend. You could create content calendars covering topics your audience cares about the most. These might include ‘Budgeting 101: How to Create and Stick to a Budget,’ ‘Introduction to Bonds: Understanding Fixed Income Investments,’ and ‘Side Hustle Culture: How to Manage Multiple Streams of Income.’
Once your podcast gains some traction, you could invite listeners to send in some FAQs, which you could tackle throughout the length of the episode.
You could even invite big names in the financial industry to take part in an insightful discussion. Promote your podcast on your firm’s social media platforms, website and email marketing.
Take a look at this one from finance podcaster, Erika Kullberg. She’s acquired over 2.31 million subscribers throughout her career, hiring a diverse range of guests to speak on her show:
Create a skit show on YouTube
If your firm is particularly creative and enjoys a hands-on approach, you could create a fun ‘skit’ show on YouTube. This could involve short, humorous skits that reenact bizarre bookkeeping tactics.
For example, you could show a small business owner using a collection of random shoeboxes to store receipts or keeping a record of their transactions on coffee-soaked napkins.
You can integrate educational elements into these shows, showing audiences the proper way to handle these situations.
If you’re looking for more guidance, here are 5 mistakes to avoid when making your own video.
Social media challenges
One of the best ways to market your accounting firm is to hop on current trends, especially ones popular on social media. This helps enhance your accounting firm’s online presence and connect with a younger demographic.
For example, one of the most popular trends in previous years was the ‘No-spend challenge.’ This saw people committing to not spending money on non-essential items for a set period of time. This resonated with people who were looking to consciously manage their finances.
Employees in your firm could undertake these challenges themselves while offering essential financial insights. This positions you as a reliable source for advice, funnelling it in a fun, easy, digestible format.
Check out this example from YouTuber Tarin Marina. She gained over 4,000 likes on her video, simply by documenting the viral no-spend challenge:
Need more inspirational ideas on what you can share? Take a look at these 25 social media ideas for accountants.
Or, learn more about the benefits of social media marketing for small buisnesses in our complete guide.
Seasonal themed campaigns
Why not get into the festive spirit and run some campaigns in tandem with the holidays? This could involve celebrating tax season with a countdown, offering an end-of-year financial checklist sprinkled with Christmas cheer or creating seasonal tips to maximise deductions.
These campaigns could be posted to your social media accounts or as downloadable PDFs using seasonal templates, e.g. with snowflakes, Christmas trees or ornaments scattered in the backdrop.
Check out this template from Etsy; it would be the perfect fit for your brand’s seasonal-themed campaign:
Day-in-the-life-vlog
If you have a flair for content creation, a day-in-the-life vlog of an accountant is a great way for potential customers to get to know you personally. Either you or fellow staff members could show behind-the-scenes footage, highlighting quirky or interesting aspects of their daily routine.
People like to see the humanity behind businesses and a vlog can make your firm seem more relatable and personable. This ultimately makes you appear like a more approachable source of financial information.
This one, featured on Indeed’s official YouTube page, acquired over 8,000 likes. It’s incredibly simple, but follows the format of day-in-the-life-vlog seamlessly:
Financial fortune cookies
As another creative idea for tax season, you could partner with local restaurants in your area to create ‘financial fortune cookies.’
Create some branded fortune cookies and have restaurants set them on customers’ tables. Within each cookie, you could offer a financial tip or tax savings advice, along with a contact number or QR code advertising your firm.
This is a fun way to introduce new customers to your services, in a wholly non-traditional setting allowing you to connect with individuals you might not have reached otherwise.
Launch a financial TED talk
TED talks, with a focus on inspiring change and providing guidance, have had a significant global impact over the past decade, reaching millions of viewers. Why not get in on the action and get booked as a speaker?
You could cover a wealth of intriguing topics, from unexpected financial traps entrepreneurs fall into to financial strategies for small business success.
Becoming a TED speaker boosts your reputation as an expert in your field, while simultaneously enhancing the credibility of your firm. People are more likely to look at you as a trusted source of financial advice if they’ve heard you speak on this platform.
This one, featuring expert Thomas Kehl, is a perfect example of how to format a finance-based TED talk:
Financial-themed escape room
If you have the budget and resources, a financial-themed escape room can be a fun, interactive way to boost your firm’s presence.
Participants could solve accounting puzzles, tax-related riddles and financial challenges, all within a set period of time in which they need to ‘escape.’
Escape rooms have become somewhat of a global phenomenon, with over 50,000 rooms worldwide. By engaging with this trend, you can get more people talking about your services and draw in more potential customers.
As a prize for completing the room, you could offer a free tax consultation or give tailored budgeting advice.
Apply for local awards
A self-promotional tactic, applying for local awards helps secure your firm’s credibility and expertise. Most of these awards have an application process, usually recognizing local businesses, accounting-specific accolades or community recognition awards.
You can use previous testimonials and case studies to show your firm’s achievements and promote your nomination across social media channels. You could even create blog posts detailing your journey to winning the award.
For more advice on writing a blog for your accountancy firm, check out our complete guide, 14 Blog Posts Every Accountant Should Write And Share.
Ready to elevate your accountancy firm’s marketing presence?
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