Lessons Learned from Marketing Bookkeeping Services: What Worked and What Didn’t

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Over the years, I’ve experimented with various marketing strategies to promote my bookkeeping services.

Some methods were successful, others not so much.

In this post, I’ll share my experiences. The good, the bad, and the quirky. Hoping you might find something that resonates. Or, at the very least, saves you from repeating my mistakes.

The Experiment with Direct Mail

Early in my career, I was convinced that direct mail would set me apart. After all, who sends postcards anymore? 

invested over $1,000 in a postcard campaign. Confident that this tactile approach would capture attention.

The result?

One solitary phone call that never converted into a client.

The lesson learned: just because a marketing method is unique doesn’t guarantee its effectiveness.

Curating My Own Mailing List

Undeterred by the initial setback, I blamed the quality of the mailing list rather than the medium itself.

I accessed a database called InfoUSA through my local library to create a tailored list of new, service-based businesses in my area.

This time, instead of generic postcards, I sent personalized Thanksgiving cards with handwritten notes.

While more personal, this approach only resulted in sore hands and the realization that effort doesn’t always equal results.

Shifting to Appreciation Marketing

I decided to change my strategy from solicitation to appreciation.

Now, I send postcards to existing clients and connections. Expressing gratitude and offering a discount on future services.

This approach has not only been more fulfilling but also helps strengthen ongoing relationships.

Other Marketing Trials and Errors

I’ve tried various other methods with mixed results:

  • Exhibiting at Business Events: Setting up a booth at small business events seemed promising. Despite my best efforts to make my booth inviting, I struggled with engaging attendees. This experience reaffirmed that traditional forms of outbound marketing were not suited to my introverted nature.

  • Social Media Engagement: Following leads on social media and trying to interact felt awkward and rarely converted. Over time, I’ve learned that authentic interactions, not forced engagements, yield better results.

  • YouTube and Blogging: On a positive note, creating content that addresses specific bookkeeping questions has been rewarding. My YouTube channel and blog have become valuable resources for clients and have established my expertise in the field.

Finding What Works: Community and Authenticity

One of the most effective strategies has been building genuine connections within various communities:

  • Professional Networks: Joining bookkeeping and business groups has helped me develop confidence and establish a support network.

  • Vendor Relationships: Getting to know the people behind the bookkeeping software and tools I use has provided insider advantages and additional networking opportunities.

Keep Experimenting and Stay Flexible

Marketing isn’t one-size-fits-all, especially in a field as nuanced as bookkeeping. What failed for me might work wonders for another, and vice versa. The key is to keep experimenting, stay flexible, and adjust strategies based on outcomes and personal comfort levels.

Let’s Connect

I’m eager to hear about your marketing trials—what has worked, what hasn’t, and what lessons you’ve learned along the way.

Share your stories in the comments, or join our discussions on Gentle Frog’s Bookkeeping Lily Pad on Facebook.

Together, we can navigate the complex world of marketing bookkeeping services and find paths that lead to genuine and sustainable growth.

☕ If you found this helpful you can say “thanks” by buying me a coffee… https://www.buymeacoffee.com/gentlefrog

If you have questions about marketing your bookkeeping services click the green button below to schedule a free consultation.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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