
Frequently Asked Questions
Get answers to common questions about marketing automation, SEO, PPC, and content marketing for accountants.
Getting Started with SmartFirm
How do I know which SmartFirm solution is right for my accounting firm?Can I combine marketing services with workflow automation, or do I need to pick just one?What's the difference between SmartFirm and traditional marketing agencies?How quickly can I expect to see results from implementing SmartFirm solutions?Do you work with accounting firms of all sizes, or is there a minimum?How do I get started with SmartFirm?What is the pricing structure?Do you offer guarantees?
Industries We Serve
Why does industry specialization matter for accounting firm marketing?What if my firm serves multiple industries - can you still help?How is marketing different for tax prep vs. bookkeeping vs. advisory?Do you have experience with firms in my specific industry?Can I switch industries or add new specializations later?
Client Retention
What's a good client retention rate for an accounting firm?What are the most common reasons accounting firms lose clients?How does automation help with client retention?Can client retention strategies work for firms with seasonal clients (like tax preparation)?What's the ROI of investing in client retention vs. new client acquisition?How often should I be communicating with clients to improve retention?What role does technology play in modern retention strategies?How do I measure the success of my retention efforts?
Scaling Your Firm
What's the biggest mistake accounting firms make when trying to scale?How can I scale my firm without hiring more staff?At what point should an accounting firm start thinking about scaling?What systems need to be in place before I can scale successfully?What are "growing pains" and how do I know if my firm is experiencing them?How can I grow my firm without sacrificing quality or burning out my team?What's the difference between growth and scaling?How do I know when my firm is ready to grow?
Work Less, Earn More
Competing with Tech-Savvy Firms
Referrals & Reviews
Why is asking for referrals uncomfortable, and how can I avoid it?What's the conversion rate for referrals vs. other marketing channels?How do automated referral systems work without being pushy?How long does it take to build a referral generation system?How does the review request system know when to ask clients?What if a client leaves a negative review?Will clients get annoyed by review requests?Which review platforms should I focus on?
Protect Your Practice
Tax Preparation Marketing
Bookkeeping Services Marketing
Business Advisory Marketing
Client Onboarding Automation
How long does it take to implement client onboarding automation?Will onboarding automation work with my existing practice management software?Can I customize the intake forms for different service types?What happens if a client doesn't complete their onboarding steps?Is the document collection portal secure?How much time will onboarding automation really save us?
Lead Follow-Up Automation
SEO & Local Search
Website Design
Content Marketing
Email Marketing
Technology & Implementation
Executive & Advisory Services
Add-On Services
Still Have Questions?
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