How to Get Accounting Clients: 15 Ways for Accountants, CPAs and Tax Preparers to Win More Clients

Accountants get the best clients by specialising (an industry or client type), building referral partnerships (lawyers, financial advisers, bankers, real estate agents), being easy to find online (website, Google Business Profile, reviews, local SEO), sharing helpful content that shows expertise, and making it easy to start with clear packages and online booking. Existing happy clients are often the best source of new ones.

15 ways to get accounting clients

1. Pick a niche (e.g., dentists, contractors, e-commerce, creators)
2. Referral partners: attorneys, financial planners, bankers, insurance agents, real estate agents
3. Client referral programme
4. Website with services, pricing ranges, niche pages and booking (see How to create a website for your business)
5. Google Business Profile and reviews (see How to create a Google Business page)
6. Local SEO: "tax accountant in [city]", "[niche] accountant"
7. Content: tax deadlines, deductions, guides for your niche
8. LinkedIn thought leadership and outreach
9. Webinars and workshops for small business owners
10. Tax season campaigns to past and prospective clients (how to get more tax returns)
11. Partnerships with software providers (e.g., accounting app partner directories)
12. Business networking groups and chambers
13. Free reviews or health checks as a lead magnet
14. Upsell existing clients: bookkeeping, payroll, planning, advisory (see How to grow an accounting practice)
15. Fast, professional onboarding with portals and e-signatures

Getting more tax clients

• Start marketing before tax season
• Clear pricing for return types
• Easy document upload and e-signature
• Reminder campaigns to last year's clients
• Referral rewards
• Year-round planning offers to convert one-time filers into monthly clients

Convert leads into clients

Respond quickly, offer a short discovery call, send a clear proposal with packages, and automate onboarding (see How to automate your sales process).

Frequently asked questions

How do accountants get clients?

Through referrals from clients and professional partners, niche marketing, a strong website and Google presence, content, networking and webinars.

How can I get more accounting clients quickly?

Contact past clients and referral partners, run a tax-season or year-end campaign, and offer a free review to targeted prospects.

How do I get tax clients?

Market early in tax season, offer clear pricing and easy online document upload, remind past clients and encourage referrals.

Is niche marketing good for accountants?

Yes. Specialising makes marketing more targeted and lets you charge more for expertise.

Do accountants need a website?

Yes. Prospective clients check credentials, services and reviews online before reaching out.

How do accounting firms get new clients without cold calling?

Referral partnerships, SEO, content, webinars, LinkedIn and client referrals.