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Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.


As summer approaches, it’s time to adjust your marketing strategies to not only remain competitive but also to capitalize on the unique opportunities that the season offers. The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.

5 Key Marketing Initiatives

Here are five marketing initiatives that can help your firm stand out during the summer months.

1. Community Engagement and Event Sponsorship

Summer is the season of local festivals, charity events, and community gatherings. You can take advantage of these opportunities by increasing your visibility and engagement within the community.

  • Sponsor Local Events: Consider sponsoring a booth at local summer events, such as farmer’s markets, art fairs, or music festivals. This not only supports the community but also puts your firm in front of potential local clients.
  • Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting. These can be held in local libraries, community centers, or even virtually to reach a broader audience.
  • Participate in Charity Events: Join or sponsor charity runs, golf tournaments, or other charity events. This shows your firm’s commitment to the community and can improve your brand’s image.

2. Leveraging Digital Marketing

With many potential clients spending more time online during the summer months, digital marketing becomes crucial. Tailoring your online presence can attract new clients and engage existing ones more effectively.

  • Refresh Your Website: Update your firm’s website with a vibrant, summer-themed homepage banner that highlights special summer offers or services. Ensure the site is mobile-friendly, as people are more likely to access information on-the-go during the summer.
  • Enhance Social Media Engagement: Share helpful summer tax tips, reminders for quarterly taxes, or fun posts about your team enjoying summer activities. This keeps your firm relatable and top-of-mind.
  • Email Newsletters: Send out a summer newsletter with relevant accounting tips, news about any upcoming tax law changes, or introductions to new staff or services. Make sure to include calls-to-action that encourage clients to schedule their mid-year financial reviews.
  • Online Search: Create or update your Google Business Profile to increase your firm’s local search ranking. Also, add a weekly post the account to help it gain traction. Also add any new office locations you might have opened this year.

3. Special Promotions and Offers

Summer is an excellent time for special promotions to attract new clients or to get existing clients to try additional services. Such initiatives can set you apart from competitors who might not be as aggressive in their off-peak season marketing.

  • Initial Consultations: Offer a small-fee, one-hour consultation for new clients. This can attract small business owners who are looking to get their finances in order before the busy end of the year.
  • Discounts on Bundled Services: Provide discounts on bundled services, such as financial planning and business consulting, which might be appealing for businesses looking to revamp their strategies mid-year.
  • Referral Bonuses: Implement a referral program where existing clients receive a discount or a small gift, e.g., gift cards, for referring new clients.

4. Enhancing Client Relationships

Use the summer to deepen relationships with existing clients. Personal touches can make a significant difference in client retention and satisfaction.

  • Personalized Check-Ins: Schedule informal check-ins with key clients to discuss their current financial status and plans for the rest of the year. These can be done over a casual coffee or even a lunch.
  • Client Appreciation Events: Host an event specifically for thanking clients, such as a barbecue or a day at a local baseball game. These events show appreciation and foster loyalty.
  • Send Customized Gifts: Consider sending mid-year gifts that are thoughtful and useful. Such gestures are often remembered and appreciated, reinforcing a positive relationship.

5. Educational Content Creation

Creating informative content can position your firm as a thought leader in the accounting industry. Summer is a good time to focus on content development.

  • Write Blog Posts or Articles: Focus on topics relevant to your clients’ needs, such as summer tax tips, ways to improve financial health, or updates in financial regulations.
  • Produce Videos: Video content is highly engaging and can be shared easily on social media platforms. Consider creating video walkthroughs on how to prepare for end-of-year tax returns or quick tips for managing summer business expenses.
  • Host Webinars: With people possibly taking vacations or working remotely, online webinars allow you to reach a broader audience. Offer sessions on topics like mid-year tax planning or financial forecasting.

By integrating these marketing initiatives into your firm’s strategy, you can increase visibility, engage more deeply with the community, and drive new business during the summer months. This proactive approach not only helps in maintaining relevance during the slower season but also sets up a strong foundation for the busier months to come.