Accounting Business Plan Template [Updated 2024]

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VI. Marketing Plan

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

[Company Name] seeks to position itself as a reliable source for accounting services at an affordable price with a guarantee of accuracy. Clients can expect to receive the best accounting services on the market from skilled CPAs, CMAs, and EAs in [location].

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

  • Client-focused accounting services
  • Service built on long-term relationships
  • Thorough knowledge of the latest regulations
  • Big-firm expertise in a small-firm environment

Promotions Strategy

[Company Name] expects its target market to be individuals and small businesses within a 30-mile radius of its location. The Company’s promotion strategy to reach these customers includes:

Targeted Cold Calls
[Company name] will initially invest significant time and energy into contacting potential clients via telephone. In order to improve the effectiveness of this phase of the marketing strategy, a highly-focused call list will be used, targeting individuals in areas and occupations that are most likely to demand the services of a CPA. As this is a very time-consuming process, it will primarily be used during the startup phase to build an initial client base.

[Company name] understands that the best promotion comes from satisfied customers. The Company will encourage its clients to refer others by providing economic or financial incentives for every new client produced. This strategy will increase in effectiveness after the business has already been established.

Direct Mail
The Company will use a direct mail campaign to promote its brand and draw clients, as well. The campaign will blanket specific neighborhoods with simple, effective mail advertisements that highlight the credentials and credibility of [Company Name] as an accounting firm.

Billboards and Commercials
Advertisements such as billboards placed in high trafficked areas will be used as well as commercials that will be shown on tv, streaming platforms, and radio stations.

[Company Name] will invest heavily in developing a professional website that displays all of the features and benefits of the accounting company. It will also invest heavily in SEO so that the brand’s website will appear at the top of search engine results.

Pre-Opening Events
Before opening the accounting firm, [Company Name] will organize pre-opening events designed for prospective customers, local community, and press contacts. These events will create buzz and awareness for [Company Name] in the area.

Print Advertising
Advertisements in print publications like newspapers, magazines, etc., are an excellent way for businesses to connect with their audience. The Company will advertise its company offerings in local magazines and newspapers.

Social Media Marketing
Social media is one of the most cost-effective and practical marketing methods for improving brand visibility. The Company will use social media to develop engaging content and post customer reviews that will increase audience awareness and loyalty.

Special Offers
Offers and incentives are an excellent approach to assisting businesses in replenishing the churn in their customer base that they lose each year. The Company will introduce special offers to attract new clients and encourage repeat business.

Pricing Strategy

[Company Name]’s pricing will be moderate so consumers feel they receive great value when purchasing the accounting services. The client can expect to receive quality accounting services at a more affordable price than what they pay at other CPA firms.

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