2021 best practices: Finding leads for your accounting firm

Learn how accountants increase their prospective leads by following this simple guide.

Get started growing your business with a B12 website.

No credit card required
2021 best practices: Finding leads for your accounting firm

Resources

Key quotes:

  • "Are you looking to grow your email list using social media? While some people may think that email marketing is dead, I’m still a firm believer."
  • "Email is such a great way to turn fans into subscribers and then eventually into leads."
  • "It’s also a great way to build a relationship with your audience while providing them the value and education that they are looking for."
  • "If you’re struggling to think of ways to use social media to grow your email list, consider these three options."
  • "There you have three ways to grow your email list using social media."
  • "Many of these tips can be implemented right away and you can start seeing an increase to your email list immediately."
Read more →

Key quotes:

  • "This makes things difficult for accountants and accounting firms when it comes to effectively handling their customers."
  • "However, with recent advancements and the right customer strategies, accounting firms can now grow their business and, at the same time, maintain productivity."
  • "So, here are some of the best customer success strategies that can help you grow your customer base: Effective communication is the key to a client’s heart."
  • "It helps in expanding your customer base and retains your old ones."
  • "Here are a few reasons why ditching paper can be a good idea: We all are familiar with the old idiom, “Time is money,” and going paperless is a great idea to save some."
  • "… Tax season 2020 is now over, it is the best time for preparing for 2021."
Read more →

Key quotes:

  • "They are not interested in adding in their business and prefer to work in the traditional method as they were processing."
  • "They are not aware of the benefits of cloud technology and think implementing cloud in their operation can increase their budget."
  • "For well-established companies, switching to cloud setup is unnecessary and inconvenient as they think it will disturb their daily task procedures and method of working and will ultimately lead to extra cost."
  • "In this era, technology has brought a new improvement in the world of business, and cloud technology is one of them."
  • "It automated many business processes that boost productivity and helps in the decision-making for the company’s betterment."
  • "However, even after implementing the QuickBooks software, it is not harder for some accountants to spend considerably more time on management and accounting."
Read more →

Key quotes:

  • "Remote workforces will endure as a core element of how companies engage their employee base, and with this shift comes a unique set of challenges that many leaders have not yet faced in their careers."
  • "As operations normalize, these teams will take a focus to model out the longer-term strategy of the organization’s financials, and remote work environments will naturally become a focal point of these discussions."
  • "As organizations are forced to sustain remote work environments for their employees, it calls into question the necessity of this expense."
  • "As leaders go through the exercise of transforming their organizations into a dispersed model, the biggest area of emphasis will be their people management practices and how to enable leaders at every level of the business to effectively manage their teams despite differences in locality."
  • "And from this comes a wealth of opportunity for people to reinvigorate what it means to be a working professional and a human… Management Consulting as a Catalyst for Change — Practiced business leaders and esteemed academics alike, find themselves within the ranks of consulting companies."
Read more →

Key quotes:

  • "Your new year’s resolution for your business will likely include improving your bottom line."
  • "Most businesses measure their bottom line in terms of profits generated during a given time period."
  • "If you’re not sure where to focus your bottom line-boosting efforts in 2020, consider the following objectives to improve your bottom line: Data breaches are extremely costly."
  • "Depending on the market you’re operating in, generating additional spend among your existing customers may be a more economical path to revenue increases."
  • "If a typical workday includes employees completing tasks that could be automated, then you’re missing opportunities for those individuals to accomplish higher-impact work that could bring in more revenue and improve your bottom line."
  • "Whether you’re automating accounts payable procedures — leading to faster invoice approvals and reductions in procure-to-pay cycle time — or making customer service more efficient with AI-powered chatbots and ticket handling, you’ll grow your bottom line over the long term."
Read more →

What customers & experts say

Chuck
Chuck Customer / Crowdfluencer

“My B12 website looks great, I am truly satisfied with the outcome. I love the responsiveness of our new website, plus it's incredibly light and fast. The team did an incredible job with the styles and the designs really popped for me.”

Read more →
Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

Read more →
Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

Read more →
Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

Read more →
Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

Read more →
Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Jaiden
Jaiden Design expert at B12

“B12’s AI draft dramatically reduces my time traditionally spent working on content structure. As a B12 web expert, I can focus more time on creating a beautiful website and UX that fits the customer’s content and goals.”

Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Carlos
Carlos Customer / FitFuel

“If you want to sit at the head of the table, use B12. It is clear they have talented designers who are genuinely motivated to see you reach your goals.”

Read more →
Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Ready to grow your business online?

Join the tens of thousands of professionals who’ve found success with a B12 website, SEO, blogging, and more!

Get a website in minutes
This website uses cookies to ensure you get the best browsing experience.  Learn more
I agree