Digital Marketing Resources for CPAs
CPA firms can utilize the many excellent tools and services available to create a strong online presence, such as professional website design and management, website content creation, search engine optimization to attract internet traffic, pay-per-click advertising, social media, and email marketing. In addition to attracting clients—or, more specifically, a certain target audience of potential customers—digital marketing can also involve resources to attract professional staff. Especially important for remote working environments, firms can also use their web platforms to create online tools to provide training and engagement opportunities.
This month’s column reviews three commercial vendors that, in addition to providing digital marketing services, offer some interesting free resources for general consumption.
CPA Site Solutions
CPA Site Solutions ( specializes in digital marketing, communications, and website design for accountants. The firm offers ready-to-go website packages ( and custom options. Over 250 designs are available for preview and a free trial. There are several choices for custom websites ranging from minimum to maximum personalization. CPA Site Solutions offers several resources that are available to the general public: a blog, infographics, whitepapers, on-demand webinars, and live presentations (
The “2024 State of Marketing Report” is a recent whitepaper that is available for free download after providing contact information ( CPA Site Solutions surveyed accountants across the United States about their marketing activities, including plans for their websites. Most of the accounting firms had been in business for more than 15 years, and were staffed by five or fewer professionals. Although 27% of respondents indicated that their website was one of their important marketing techniques, 76% actually rated word of mouth, including client reviews, as the most important.
CPA Site Solutions’ blog ( posts weekly articles on a range of topics, from acquiring new clients to search engine marketing to social media. Three particular articles are highlighted in the “2024 State of Marketing Report.” “5 Tips for Writing an Engaging CPA or Accountant Bio: With Template & Examples” ( covers the essential elements to include in a biography, key strategies such as using action verbs, specific examples for different accountant positions, mistakes to avoid, and example templates. “126 Great Social Media Post Ideas for Accountants + Examples” ( provides suggestions of best practices posts for different months of the year. Additional ideas include community and volunteer events, educational content, and financial tips and advice. “Best SEO Keywords for Accounting & CPA Websites” ( contends that search engine optimization is one of the most important marketing techniques to improve the quality and quantity of traffic to a website. The article presents several suggestions for finding good keywords, such as exploring Google search suggestions and using a keyword search tool.
The Infographics page ( presents information in web page format as well as PDF, and include marketing tips and tricks to attract clients to an accounting firm. “Local SEO Must-Haves to Rank Your Accounting Website Higher in Local Searches” recommends mobile responsiveness, high-quality content, and keywords that are relevant to local client search needs. “8 Social Media Best Practices for Accountants” includes evaluating your social media channels, with LinkedIn showing greater effectiveness than Twitter or Facebook. “A Road to Better Rankings Online” provides a 12-month timeline of action steps, beginning with reviewing the firm’s current search engine optimization practices and identify potential actions to improve.
The On Demand Webinars page ( present a variety of short videos, as well as archived webinars. Live webinars are available under the Upcoming Events topic ( Finally, the Whitepapers page provides downloadable whitepapers after providing contact information, and addresses social media and technology marketing issues, as well as an occasional tax topic.
Hinge Marketing
Hinge Marketing ( provides branding and marketing services for professional firms, including website design and development, a marketing audit, and digital marketing. As a representation of the services that Hinge offers, its website provides public access to a library of podcasts, research studies, guides, webinars, and a blog. The blog is the only resource that can be sorted by industry, making it more efficient to narrow the focus to “accounting and finance,” but the other materials are easy to peruse.
Marketing for accounting and advisories is one of the areas in which Hinge Marketing specializes ( Although this web page specifically promotes Hinge’s services, two resources may be of particular interest. First, scrolling down on this web page, “Accounting Marketing: The Essential Guide for Accounting Firms” ( is an excellent article that explains how accounting services marketing is evolving, five reasons accounting marketing fails, a scientific approach to marketing, and several more on-point suggestions. A hidden jewel on this web page is a short video case study of how Cherry Bekaert created a recruitment-friendly brand to attract new staff members.
Although some of the publicly available resources can be accessed by purchase only, the collection of guides appears to be free upon providing contact information ( There are several that focus on professional services, such as “The Business Development Guide for Professional Services,” which covers business development strategies, how buyers have changed, and tips and tactics for winning new clients. “The Professional Services Guide to Digital Marketing Transformation” includes action steps for fruitful digital marketing efforts. And, of course, the “SEO Guide for Professional Services” offers a closer look at search engine optimization and insight into Google’s algorithms.
Hinge Marketing’s blog includes an example post, “5 Highlights from the 2024 High Growth Study, Accounting & Financial Edition” ( that summarizes the results of a survey of 242 accounting and financial services firms. In general, and not surprisingly, high-growth firms are mature users of technology and are attuned to which marketing tools are the most productive with their target audiences, including social media. High growth firms offer quality educational materials on their websites such as articles, blog posts, and webinars; 60% of them use external marketing assistance for their websites.
Web FX
Web FX ( is a digital marketing agency that offers SEO and lead generation, website design, and social media services. Web FX serves several target audiences, including accountants, CPA firms, and professional services. Public information by industry can be found at and although targeted to promote Web FX’s services, it provides some helpful information with links to additional resources. Accountants may be particularly interested in the finance topics.
The finance collection ( includes separate topics for accountants and for CPA firms. “Digital Marketing for Accountants: 5 Tactics that Work” ( outlines creating an informative website, writing useful blog posts and articles, hosting webinars, offering premium content, and participating on social media. “CPA Firm Marketing: How to Market Your Accounting Firm” ( discusses using SEO to help potential clients find your website, using pay per-click advertising, and presenting a professional website.
Web FX offers several guides as individual web pages, including “What is Social Media Management? A 2025 Beginner’s Guide,” which provides background information and a discussion of the benefits of social media management ( Recommendations for managing social media include auditing an existing social media strategy, researching the target audience, and creating platform-specific content. There is an excellent table of social media tools that includes important features, supported applications, and pricing.
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