Marketing for Accounting Firms · Québec

Clients trust you with their numbers. Let new ones find you.

Imagine Marc, a partner in a three-person accounting firm in Laval. Here’s what a Growth partnership would look like for his firm, step by step, and what he would get every year.

Built for
Accounting and tax firms, solo to 10 people
Package
Growth ($675/month)
Partnership
24 months
An accountant reviewing documents with a client at his desk.

The Starting Point

Marc’s clients stay for years. New ones are hard to reach.

The firm grows by referral, and slowly. Every spring the phone rings with the same questions; the rest of the year, it’s quiet. When a business owner or a young family searches for an accountant near them, they find the large networks and the tax apps first.

It isn’t a skill problem. It’s a visibility problem.

The website lists services: bookkeeping, tax returns, payroll. It looks like every other firm’s. Nobody has time to write, least of all in March.

Sound familiar?

What We Would Do

What we’d look for

People don’t search for “an accounting firm.” They search for their situation: incorporating a first business, taxes after going self-employed, a letter from Revenu Québec they don’t understand. And before they call, they ask: how much will this cost, and can I do it myself? So Marc needs two things. A page for each situation the firm handles, written plainly. And honest answers to the questions people ask before they pick up the phone.

The real opportunity

Most firms describe themselves the same way: tax, bookkeeping, advice. The opportunity is the client the firm serves better than anyone. Maybe it’s tradespeople who just incorporated. Maybe it’s family businesses passing to the next generation. Finding that is the first job. Everything else is built on it.

The Process

The bloom unfolds in order.

  1. Phase 01

    Clarity

    • A two-hour Business Clarity Session to find the firm’s strategic angle
    • A look at who ranks today for the searches his clients make
    • A Brand Persona in the firm’s own words: plain, careful, never condescending
  2. Phase 02

    Strategy

    • A site organized around the situations clients come in with
    • A content calendar set to the tax year: newsletter, social posts, new pages
    • Website copy that is clear, client-first and easy for Google and AI tools to read
  3. Phase 03

    Launch

    • A 5-to-8-page website goes live, usually within 2 to 4 weeks
    • The first newsletter goes out
    • LinkedIn and Facebook come back to life
  4. Phase 04

    Momentum

    • A new strategic page every two months, one situation at a time
    • A 30-minute strategy call every two months to keep what works and change what doesn’t
    • An analytics summary every three months, in plain language

Where It Starts

Every partnership starts with a two-hour Business Clarity Session. For Marc’s firm, it’s where we would find the clients it’s the obvious choice for.

That insight becomes the firm’s Brand Persona: the message, the words, the clients it wants more of. The website, the newsletter and every post are written from it.

The Website

A site built around the questions clients already ask.

Five to eight pages: one for each situation the firm handles, an FAQ written in clients’ words, and a structure Google and AI assistants like ChatGPT can understand. Mobile-first, fast, secure, connected to the firm’s Google Business profile, with a Law 25-compliant cookie banner and privacy policy.

Example website for Marc & Partners, an accounting firm.

The Newsletter

Every two months, a reason to remember the firm.

One issue every two months, with four short articles set to the tax year: the receipts to keep from January, what changes when you incorporate, the instalment date people forget. Every article also lives on the firm’s website, so each issue works for its search rankings as much as for clients’ inboxes.

  • 6

    issues a year

  • 24

    articles a year, each one a page on the firm’s site

Example newsletter issue for Marc & Partners.

The Social Posts

The firm’s expertise, in ten-second doses.

Four posts a month on LinkedIn and Facebook: the deduction most self-employed people miss, the date to circle on the calendar. The kind of post a client forwards to a friend who just started a business.

  • 4

    posts a month

  • 2

    platforms, LinkedIn and Facebook

Example Instagram grid for Marc & Partners.

Statement

Launch an engaging website that clearly communicates your expertise, helps the right clients find you online, and turns visits into booked appointments.

The Content Ecosystem

Every piece of content reinforces one thing.

The newsletter keeps the firm in clients’ minds outside tax season. The posts turn its knowledge into advice people pass on. Each new page answers one more search a business owner makes. None of it works alone. Together, it all says the same thing: for this situation, in Laval, Marc’s firm is the one to call.

What The Firm Gets

Its first year with Growth, in numbers.

  • 5–8

    Website pages at launch

    Plus a new strategic page every two months: six more in the first year.

  • 24

    Articles written for the firm

    Four in each of six newsletters, every one a page on its site.

  • 48

    Social posts

    Four a month on LinkedIn and Facebook.

  • 6

    Strategy calls

    One every two months, plus a plain-language analytics summary every quarter.

What that produces depends on the firm, the market and time. We don’t promise rankings or new clients. We set the targets with you in the Clarity Session and report on them, in plain words. Below, two real clients, and what happened for them.

Good Questions

Questions accounting firms ask about marketing.

What should an accounting firm put on its website?

The questions clients already ask you every year: what to keep for taxes, when to incorporate, what a bookkeeping package includes. Each answer becomes a page people find on Google and in AI answers, and it saves your team the same phone call.

Is social media worth it for an accounting firm?

For most firms, one channel done steadily beats three done now and then. LinkedIn suits business clients; a short reminder before each deadline suits families. The point is to be the firm they remember when a question comes up.

When is the best time to market an accounting firm?

Before the rush, not during it. People choose an accountant in the weeks before a deadline, so the content and reminders go out ahead of tax season and year-end, while you still have room for new clients.

Next step

It’s your turn.

30 minutes. Your firm, what’s stuck, and what we’d do first.

Book a call