After tax season, many firms experience a lull in client engagement.
But that’s exactly when the firm’s communication should ramp up, not slow down.
This is particularly the case when so many firms have different specialties – tax, bookkeeping, business advisory, audit and assurance, insolvency and restructuring, corporate finance and superannuation.
The problem for accountants is they are trained to use technical terms (e.g., “accruals,” “amortization,” “deferred tax liabilities”) that can confuse clients who don’t have a financial background. The result: clients may feel overwhelmed or disengaged. The difficulty for accountants is they’re not trained in marketing and communication.
The bottom line: clients don’t need accountants once a year. They need ongoing guidance, especially Gen Y and Gen Z entrepreneurs who value transparency,, education and digital first experience.
Here are 5 ways accountants can communicate with clients post-tax season:
1. Educate through content marketing: A copywriter will create content that demystifies accounting topics. For example, breaking down tax changes, financial planning tips, or bookkeeping advice. A copywriter would use plain language and relatable examples to make complex topics accessible. An accounting copywriter writes compelling content that helps raise the firm’s profile. By writing engaging content and maximising SEO, an accounting copywriter will highlight all the reasons a potential customer should choose the firm — with the precision of someone who knows the industry like the back of their hand.
Why it works: This positions the firm as a year-round resource, not just a tax-time necessity. It builds trust and keep clients engaged between seasons.
2. Modernize the brand voice: A copywriter will refresh the website copy, produce email templates and adjust the social media tone. A copywriter will make the firm sound approachable, tech-savvy and aligned with younger entrepreneurs by using inclusive conversational language that resonates with Gen Y and Gen Z while highlighting values like transparency, flexibility and digital convenience. Gen Z values immediacy and technology-driven convenience. They’ve grown up with apps that allow them to do everything from ordering groceries to getting financial advice with a tap. When it comes to accounting services, this generation expects a similar level of accessibility and transparency.
Why it works: This will attract modern business owners who value authenticity and clarity.
3. Craft Lead Magnets And Funnels: A copywriter will develop downloadable guides, checklists and mini-courses on topics like 10 Things Every Startup Should Know About Bookkeeping, How To Prep For Tax Season Without Losing Your Mind In a world where inboxes are overflowing, the success of marketing often hinges on the strength of the lead magnets as a strategic tool to promote accounting services, engage clients, and increase visibility. This is a popular marketing strategy. The format can take various forms, ranging from educational tutorials and client testimonials to informational videos about the accounting firm’s expertise. A copywriter will keep these short, punchy and visually engaging.
Why it works: Videos and lead magnets build connection and are highly favoured by Gen Z.
4. Script Video And Webinar Content: A copywriter will help accountants show up on camera with confidence. As part of the package, a copywriter will write scripts for explainer videos, Instagram reels, or webinars by focusing on topics like What to do after filing taxes or How to read your financial statements. A copywriter will use video content as a strategic tool to promote accounting services, engage clients, and increase visibility is a popular marketing strategy. The format can take various forms, ranging from educational tutorials and client testimonials to informational videos about the accounting firm’s expertise. A copywriter will keep these short, punchy and visually engaging.
Why it works: Video builds connection, especially with younger entrepreneurs.
5. Re-engage Existing Clients With Smart Email Campaigns: A copywriter will design post-tax email sequences which would include thank you notes, service reminders, upsell opportunities (e.g. Need help with quarterly planning?). It would be segmented by department. Foe example, tax clients would get one message, audit clients would get another and bookkeeping clients will get something different. On average, email drives an ROI of $36 for every dollar spent, higher than any other channel. A copywriter will have to include calls to action that drive bookings and consultations.
Why it works: This keeps the firm top-of-mind and increases lifetime client value.
Ready to keep your clients engaged after tax season?
If you’re an accountant who wants to sound less like a textbook and more like a trusted advisor, I can help.
With industry-specific copy that connects, educates, and converts, I’ll make sure your firm stays top-of-mind all year round.
📞 Call me on 0411 745 193 or
📧 Email me at leon@leongettler.com
