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Marketing for Accountants
Marketing for Accountants
Marketing for accountants works best as a mix: a clear niche, a handful of referral partners, a website and Google Business Profile that rank locally, and Google Ads switched on for the June to October tax rush. Searches for 'tax agent near me' in Australia climbed from about 2,400 in December 2025 to 18,100 in July 2026, so timing matters as much as channel. Email newsletters and LinkedIn then keep existing clients and referrers warm between seasons.
- Month-to-month. No lock-in contracts
- Plain-English reporting tied to leads, not vanity metrics
- Perth-based, working with businesses across Australia
Included
What's included
Niche and offer review
Pin down the client types and services you want more of, and the fixed-fee packages that make them easy to buy.
Website built to convert
Service and niche pages, fee guidance, booking, and the TPB symbol shown with your registration number.
Google Business Profile and reviews
Maps setup for 'accountant near me' searches, plus a simple review request after each lodgment.
Tax-time Google Ads
Campaigns that ramp up for EOFY and the July to October rush, with DIY and ATO searches filtered out.
Referral partner pages
Pages and simple tracking for referrals from brokers, planners, lawyers and bookkeepers, so you know which partners send work.
Enquiry tracking by channel
Calls, bookings and forms tagged by source, so you can see whether Google, referrals or your newsletter bring the clients.
What marketing works for accountants?
The marketing that works for accountants is a mix of referrals, local search and seasonal paid ads, held together by a website that converts. Referrals bring the best-fit clients, Google Maps and organic search bring a steady flow from people new to your area, and Google Ads fills appointment books during the June to October rush.
Most firms over-invest in one channel. A firm that lives on referrals stalls when its referrers retire. A firm that lives on Google Ads pays for every client, every year. The goal is several channels feeding one website, with tracking that shows which clients come from where.
| Channel | Best for | Time to results | Typical cost |
|---|---|---|---|
| Client and partner referrals | Business, advisory and SMSF clients | Ongoing, relationship-driven | Your time |
| Google Maps and local SEO | “Accountant near me” and suburb searches | 3–6 months | $800–$3,000 per month (market range) |
| Organic SEO for services and niches | Business tax, BAS, niche and SMSF searches | 3–6 months | Included in most SEO retainers |
| Google Ads | Tax-time appointments, fast | Days | $500–$1,500 per month management, plus ad spend |
| Email newsletter | Retention, cross-selling, referrals | Each send | Software plus your time |
| Advisory clients and referral partners | Months of consistent posting | Your time |
We deliver the website, local SEO, organic SEO and Google Ads parts of this. Newsletters and LinkedIn are advice: they work best written by the partners themselves, because clients want to hear from their accountant.
For the full detail on search, including Business Profile setup and the TPB and APES 110 rules for your site, see our SEO for accountants page.
Why should an accounting firm pick a niche?
A niche gives you something specific to say. “Accountant for tradies” or “accountant for medical practitioners” lets you write pages, ads and newsletters that answer that client’s real questions, which generic firms can’t do, and it makes you the obvious referral inside that industry.
Good Australian niches tend to have recurring compliance work and questions that generalists answer badly:
- Tradies and builders. Vehicle and tool claims, quarterly BAS, contractor versus employee questions, Xero or MYOB setup.
- Medical and allied health. Service entity structures, contractor arrangements with practices, payroll tax questions that vary by state.
- Farmers and primary producers. Farm management deposits, income averaging, drought and disaster grants. A firm in Wagga Wagga, Dubbo or the WA Wheatbelt has a natural edge here.
- Property investors. Rental schedules, depreciation, capital gains on sale.
- Hospitality and retail. Award wages, payroll, cash flow and stock.
Niching doesn’t mean turning other clients away. It means your marketing leads with one or two client types, and your website has a dedicated page for each. A Hobart firm can still do individual returns for anyone; it just doesn’t spend its ad budget competing for them.
How do referral partners fit in?
Referral partners are other professionals who see your ideal clients first: mortgage brokers, financial planners, business lawyers, bookkeepers and business bankers. A few active partners can send more business and SMSF clients than any ad campaign, so treat them as a channel and track them.
What helps partners refer to you:
- A page to send people to. A referral page explaining who you work with, what the first meeting looks like and fixed-fee starting points makes a referral easier to pass on.
- Referring back. Brokers and planners want referrals too. A firm that refers clients needing a loan or financial advice gets remembered.
- Tracking. Ask “who referred you?” on every enquiry form and in the first meeting, and record it. Without that, you can’t tell which relationships to invest in.
Be careful with money changing hands. ASIC’s guidance for accountants says you can refer a client to an AFS licensee, but you must tell the client about any benefits you or your associates get from the referral. This is a plain-English summary, not legal advice. Our pages on marketing for mortgage brokers cover the other side of that relationship.
Should accountants run Google Ads at tax time?
Usually, yes, for a short season. Google Ads search volume data for Australia (via DataForSEO) shows “tax agent near me” at about 18,100 searches in July 2026 against 2,400 in December 2025, and “eofy” peaking at 60,500 in June. Ads let you capture that peak while organic rankings are still building.
Run it tightly:
| Month | Focus |
|---|---|
| May to June | EOFY planning for business owners and investors |
| July to October | Tax return appointments, with the 31 October self-lodgment date as a deadline people respond to |
| Around 28 October, 28 February, 28 April, 28 July | BAS help for businesses behind on quarterly lodgments |
| November to April | Pause or cut back, and put the budget into SEO and referrals |
Filter out the searches that won’t become clients. Negative keywords for “free”, “mytax”, “ato login”, “online tax return” and job searches like “tax accountant jobs” stop budget leaking to people who want to lodge themselves or work for you. Send ad clicks to a specific service page with booking, not your homepage.
Typical Australian market rates for Google Ads management are $500–$1,500 per month with ad spend separate, or 10–20% of spend. For campaign setup, see our Google Ads service. Don’t run ads you can’t service: if your July appointment book is already full, extra clicks just create unhappy prospects.
Do email newsletters and LinkedIn work for accountants?
Yes, mostly for keeping and growing the clients you have rather than finding new ones. A short newsletter before EOFY, after the federal budget and a few weeks before each BAS date keeps your firm in mind and prompts clients to book, refer friends and ask about extra services.
The Spam Act 2003 applies. In plain English, from the ACMA’s guidance: you need consent before sending marketing emails, each message must identify you and include your contact details, and every message needs a working unsubscribe that you honour within 5 working days. Existing clients may give inferred consent where the email relates to their relationship with you, but express consent recorded at sign-up is the safer path. This is a plain-English summary, not legal advice.
LinkedIn suits advisory and referral work. Partners posting plain-English notes on tax changes, a client’s (anonymised, permitted) problem solved or a cash flow tip stay visible to business owners and the brokers and lawyers who refer. Keep posts inside APES 110: no exaggerated claims about your results, and no knocking other firms. We don’t manage social accounts, but we’ll make sure every post has a relevant page to link to.
What should an accounting firm’s website do?
An accounting firm’s website should turn the traffic from every other channel into booked appointments. That means a page for each service and niche, fee guidance, a booking or enquiry form on every page, and trust signals people check before they call: the TPB symbol with your registration number, eligible member designations and real Google reviews.
The common gaps are an outdated SMSF page that predates the 2016 licensing change, a single “Services” page, no fees at all, and a contact form that goes to an inbox nobody checks in July.
Fixed-fee packages make the biggest difference to conversion. “Individual tax return from $X”, “sole trader BAS and tax package from $Y a quarter” or “company compliance package from $Z a year”, with a clear list of what’s included, let a prospect decide before they call. Firms worry that publishing prices invites shoppers, but the clients who book after reading a fee page have already accepted the price. Add online booking with real appointment slots for July to October, a short “what to bring” checklist for tax appointments, and a note on whether you offer remote appointments for clients who’ve moved interstate.
Typical Australian market ranges for a small-business website are about $1,000–$3,000 for a template site and $3,000–$15,000 for a custom build, depending on pages, integrations and copywriting. A lead-generation site for an accounting firm usually sits in the custom range because each service and niche needs its own page.
How much should an accounting firm spend on marketing?
There’s no fixed percentage, but a common pattern for a small firm is SEO year round, Google Ads for four or five months around tax time, and partner time on referrals and the newsletter. These are typical Australian market ranges, not our quote:
| Item | Typical Australian market range |
|---|---|
| SEO, single office in a competitive area | $1,500–$3,000 per month |
| SEO, multi-office or national niche | $3,000–$6,000+ per month |
| Google Ads management (ad spend separate) | $500–$1,500 per month, or 10–20% of spend |
| Small-business website, template | $1,000–$3,000 one-off |
| Small-business website, custom | $3,000–$15,000 one-off |
| One-off paid marketing or SEO audit | $500–$2,500 |
Judge it by client value, not cost per click. For a hypothetical firm in Bendigo where a business client is worth $4,000 a year in fees and stays five years, one extra business client is worth about $20,000. Two or three a year from search and ads covers most budgets in the table. Work with us is month-to-month, with no lock-in; see the scopes on our SEO pricing page.
Want to know which channels would bring your firm the most good-fit clients? Get a free marketing and SEO audit.
Process
How it works
Client and channel audit
Where your best current clients came from, what your website and Maps listing are doing, and what competitors run.
Pick the niche and the calendar
Choose target clients and plan the year around EOFY, tax time and quarterly BAS dates.
Fix the foundations
Website pages, Business Profile and tracking first, because every other channel sends people there.
Run the seasonal channels
Google Ads and email ahead of each peak, then monthly reporting on enquiries by channel.
FAQ
Marketing for Accountants: common questions
What is the best marketing for accountants?
Referrals from happy clients and partners are usually the best source of good-fit clients, followed by ranking in Google Maps and search. Google Ads is the fastest channel for tax time, and newsletters keep existing clients from drifting.
Should accountants niche?
Usually, yes. A firm known for tradies, medical practitioners or property investors can write sharper marketing, charge for specialist knowledge and get referred within that industry. You can still serve general clients without advertising for them.
Is Google Ads worth it for accountants?
At tax time, often yes, because searches like 'tax agent near me' peak in July. Outside June to October, most firms do better putting budget into SEO and referral relationships than paying for clicks.
Do accountants need to follow advertising rules?
Yes. The Tax Agent Services Act penalises advertising tax agent services while unregistered, and APES 110 bars members from exaggerated claims or unsubstantiated comparisons. The Spam Act also applies to email newsletters.
How do accountants get clients online?
Rank in Google Maps for your area, build a page for each service and niche, collect Google reviews steadily and make booking easy. Add Google Ads during tax season for extra appointments.
Does LinkedIn work for accountants?
It can, mainly for business advisory and referral relationships rather than individual tax returns. Partners posting plain-English updates on tax changes stay visible to business owners and other professionals who refer.
How much should an accounting firm spend on marketing?
Typical Australian market ranges are $1,500–$3,000 per month for SEO in a competitive area and $500–$1,500 per month for Google Ads management, with ad spend separate. Many small firms start with SEO and add Ads for tax time.
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