Meet Gaynor Meilke, Founder & Chief Opportunity Officer of Charisma Ink, the marketing and PR agency for accounting professionals. She’s also the author of several “marketing for accountants” books, including the soon-to-be-released The Market Ownership Method.

In this webinar, Gaynor shares her knowledge and practical insights to help business owners simplify their strategy and develop a solid plan to create a continuous stream of new clients. We learned the latest effective marketing strategies to help firms generate new leads and build a brand that sells itself, plus tips on how to leverage AI to amplify efforts.

Our top 5 key takeaways are: 

  1. You have to structure your accounting services according to the client demographic, so you can show that you understand their unique needs.   
  2. Your existing client base is gold; use them for word-of-mouth marketing and social proof to attract new clients. 
  3. If you’ve never done marketing for your practice, start small with your activities and try to achieve 3 minor goals instead of implementing major marketing campaigns; walk before you can run.  
  4. Prioritize LinkedIn for marketing your accounting firm because it’s the most B2B-focused platform available and you can position your firm well as an expert, using actionable content, within specific niches.   
  5. Take advantage of your local market; go out in the community and network with other professionals who know your locally-located existing clients; this is a more powerful strategy than most practices and professionals realize. 

Keep an ear out for the extended discussions surrounding these takeaways, and feel free to leave your favorites in the comment section under on the webinar video on our YouTube here