Marketing for Accounting Services in 2026: Keep It Personal, Keep It Simple

If you’re running an accounting firm, chances are you’re more focused on client books than blog posts. But if your only new business comes from word-of-mouth, you’re leaving a lot on the table.

Here’s the good news: marketing for accounting services doesn’t have to be flashy, complicated, or salesy. It just has to remind people who you are, what you do, and why they can trust you, especially when tax season isn’t around the corner.

What Works Best for Accounting Marketing?

You don’t need to be on every social platform or send out weekly newsletters. What you do need is a simple way to:

• Stay in touch with clients throughout the year
• Educate people without overwhelming them
• Show up consistently so they don’t forget your name

Marketing your accounting services is really about building relationships. And the best way to do that? Keep your outreach personal.

Email: Your Best Year-Round Marketing Tool

Email is still the most effective way to stay top of mind, especially with busy clients and business owners. Short, helpful emails that sound like you (not a robot) work better than anything fancy.

Try sending emails like:

• “3 things to double-check before year-end”
• “What’s deductible for small businesses in 2025?”
• “How to prep for tax season in under an hour”

You can write these yourself or use pre-written templates in Levitate to save time. The goal is to show up in someone’s inbox with something useful, not just during tax time, but all year long.

Be the Go-To Before They Need You

Most people don’t think about their accountant until something’s wrong, or it’s March 15. If the only time they hear from you is once a year, they’re more likely to shop around next time.

But if you’ve been checking in with helpful tips, updates, or reminders throughout the year, you’re the first person they think of. That’s how long-term clients and referrals are built.

Make Your Website and Google Profile Work for You

At the very least, make sure your Google Business Profile is:

• Claimed
• Updated with accurate contact info
• Stocked with a few strong reviews

That alone helps people trust you before they even reach out. Your website should also clearly explain who you serve (individuals, small businesses, etc.) and make it easy to book a call.

Let Levitate Make the Marketing Easy

With Levitate, you don’t have to remember who to follow up with or spend hours writing emails from scratch. We help accountants stay in touch with the clients and contacts that matter most, using:

• A library of pre-written, industry specific emails and social media posts
• Smart reminders to reach out at the right time
• Tools to automate updates, schedule content months in advanced, and stay organized
• A Success Specialist to help guide your strategy and reach your business goals

Grow Your Accounting Firm by Building Trust, Not Just Leads

People trust accountants who are present, reliable, and easy to work with. Your marketing should reflect that.

If you’re ready to grow your firm without making marketing feel like a second job,
book a demo with a product expert today and let us help you stay top of mind all year long.