Tax Season Marketing ? Do's and ? Don'ts (Part 2)

We’re sharing our top Do’s and Don’ts Part 2 for marketing for tax season so you don’t miss out on valuable opportunities to promote your services!

First thing’s first, let's start with the DON'TS

? Pack everything into one post

Avoid cramming five topics into a single post.

Break it into a series (like “Part 1” and “Part 2”) to keep your audience engaged and looking forward to what’s next.

Drop a hint about your next topic to build anticipation!

? Use boring email headlines

Use catchy, conversational subject lines to grab attention and increase the chances of your email getting opened!

For example, try, “Here Are 3 Deadlines Business Owners Miss the Most…”

Adding an emoji can help your content stand out in the inbox.

? Neglect building your audience

Dedicate time each week to grow your network by connecting, following, or adding 5-10 people in your ideal business circle to your friend list.

Consistently building relationships can open doors to new clients, valuable referrals, and potential collaborations.

Social media is the only platform where you can build a network of your ideal audience for free—take advantage of this opportunity!!

? Marketing only when you have free time

Want your business to thrive for years to come? Sales and marketing should be your #1 priority.

Whether posting on social media, creating content, reaching out to potential or past clients, or teaming up with other business owners, set a dedicated day and time each week—no exceptions.

Make it a non-negotiable in your schedule!

Now for the DO'S

? Collect emails from everyone you connect with, whether online or in person

Once collected, send them emails with details about your referral programs, current offerings for potential new clients, or simple reminders about upcoming tax deadlines to keep them engaged and informed.

? Ask all the clients you’ve worked with throughout the year for testimonials

The best marketing post, hands down, is a client testimonial—it builds trust and credibility almost instantly.

So, don’t hesitate to ask for testimonials!

Aim to gather feedback from clients within a month of working with them. (Hint: Make sure your onboarding process is solid—that’s the impression they’ll carry forward from working with you!)

? Collaborate with complementary businesses

Partner with other business owners in related industries.

Tag each other on social media, introduce their services to your audience, and expand your reach while adding value to both your audience and theirs.

? Share learning experiences

Share your business-related learning experiences, along with client stories (with their permission) on social media.

Sharing real-life insights with your audience builds trust and can help others tackle their own business challenges—especially those common headaches like taxes.

?? Found this helpful?

We’re here to help make year-end and tax season profitable for your business.

More valuable content coming your way!

Happy Marketing! ??

P.S. Want to create an easy and effective marketing strategy for your bookkeeping business, but feeling stuck, overwhelmed, and not sure where to start?

That’s where we can help! ??

Click the link in the bio to get started today!