How to Make Your Accounting Firm Stand Out: A Step-by-Step Guide

Wherever you are in the world, you’re likely surrounded by competition from other accounting firms. To foster real business growth, you need to stand out from the crowd. The final results of your work might speak for themselves, but how do you communicate that to fresh customers and keep encouraging repeat business? Here is a step-by-step guide to helping your work shine and creating a lasting impression that sets you apart from the rest.


Equip yourself from the start.

Treat yourself like a business set up for growth from the start. Business processes and workflows hold a whole host of data that can help you foster healthy business growth if you know where to look and how to use it. offers a range of systems, from an ERP system to specializations in Hubspot and other tools, that can help you achieve your business growth goals by leveraging intelligent and modern technology for your needs. From the biggest financial tasks to performance on social media, their systems are ready to aid you in enterprise resource planning. Once you have the right data, the decisions that make your business shine will come easily.


Research the market.

You can’t know how well you are doing and where you want to go in the future without knowing what other accounting firms and competitors are doing in your area and beyond. Make sure to do competitor research to stay on top of this. Take a look at their blog, their social media, even carry out a quick SEO test. Anything that you’re tracking to measure your own business growth and success, you should also be looking at other accounting firms. Use them as a measuring stick, but also be sure to carry on doing things in your own way too. Competitor research is about comparison, not copying. There’s a big chance that you’re offering something they don’t and that’s your big selling point. Don’t feel like you need to act like other people to succeed, just keep an eye on what the market trends seem to be,




Look the part.

Particularly if you are regularly meeting with clients, you need to make sure that you and your business have a professional presentation. Getting personalized stationery and folders, like tax return folders for accountants and personalized jackets for a large packet of documents or important financial documents, is a great way to make a strong and professional lasting impression. These might be the only visual presentations of your work, so it’s your one chance to impress. Make sure it’s a good one with a quality tax return folder, personalized with elements of your personal branding, so your business stays in your clients’ minds even once you’ve left the building.




Be memorable—for the right reasons.

We all want to be remembered, and for the right reasons. Choosing a niche or specialty to be known for will help you stay in people’s minds. Make yourself the expert in that field, whether that’s accounting for medical firms, lawyers, or small businesses. Whenever a potential client thinks of that area or niche, they should think of you too.


That way, you cement yourself with a good reputation in that area, set yourself up for prime recommendations, and make it harder for any other firms to poach your business. If you and your employees are the best professional tax preparers for that section of the market, why would anyone go elsewhere? People want the best for their money, especially when it comes to accounting: all you need to do is make sure that the best for your specialty is you.