AI Web Maker90-day online marketing plan
Ledgerline Accounting
Ledgerline Accounting will turn deadline worries into calls by being easy to find when an owner searches, clear about what each service involves and quick to answer every message.
More calls and enquiries · Under 100 US dollars a month
Your three priorities
Set up the Google Business Profile so that someone searching for an accountant on a phone sees your services, your hours and a call button before anything else.
Give each service and each kind of client its own page, so a search for bookkeeping or a self assessment accountant lands on an answer rather than a general home page.
Build a small circle of referrers, such as mortgage brokers, solicitors and letting agents, who meet people at the moment they need an accountant.
What your customers search for
| Search on Google | Searches a month |
|---|---|
| “accountant near me” | not measured |
| “small business accountant” | not measured |
| “bookkeeping services” | not measured |
| “tax preparation services” | not measured |
| “self assessment accountant” | not measured |
| “payroll services for small business” | not measured |
| “accountant for self employed” | not measured |
| “accountant for landlords” | not measured |
Searches a month in United States, from Google's own search suggestions, shown as a range.
Your customers
Self-employed people and one-person businesses
What they need: Someone to take over the records and the annual return, explain what is happening in plain words and answer when a letter arrives.
Where they look: Searches for accountant for self employed, local Facebook groups for trades and recommendations from other owners.
Owners of small shops, cafes and firms with a few employees
What they need: Monthly bookkeeping, payroll that runs on time and a regular conversation about how the business is doing.
Where they look: Searches for small business accountant and payroll services for small business, LinkedIn and local business groups.
Landlords and people with income from several places
What they need: Help gathering rental figures and other income into a return, from someone calm about the paperwork.
Where they look: Searches for accountant for landlords, and letting agents and mortgage brokers who recommend an accountant.
Your channels, in order
Service pages and Google search Medium effort · Low cost
People who need an accountant search for the specific job, such as a self assessment accountant, and a page for each job meets them.
- Make a page for each service and each kind of client, using the search phrases in this plan.
- On every page say who will answer, what happens after a first call and how fees are explained, without quoting figures.
- Put your phone number and a short call back form at the top, and state the qualifications and registrations you hold.
Google Business Profile Low effort · Free
A search for an accountant near me returns a map before it returns websites, so the listing is often what a worried owner sees at once.
- Pick the accountant category and fill in your services, hours and the area you cover.
- Ask satisfied clients for a review about the service, such as clear replies and good timing, and never about their figures.
- Reply to every review in a few words that mention no personal details.
Referral partners Medium effort · Low cost
Mortgage brokers, solicitors and letting agents are asked for an accountant by clients, and a trusted introduction brings calls that are ready to talk.
- List the local professionals whose clients are also your clients and introduce yourself with a short note on what you do and who you help.
- Give them a single sheet describing your services that they can hand on, with your registrations stated.
- Thank every introduction without sharing anything about the client.
Email reminders Low effort · Free
Deadlines are when people remember they need an accountant, and a short reminder puts your name in front of them.
- Collect email addresses, with permission, from enquiries and clients.
- Send a short note ahead of each filing season listing what people should gather and a number to ring.
- Keep it informational: say what a deadline is for and who to speak to, not what anyone should do with their money.
LinkedIn Medium effort · Free
Business owners and the professionals who refer clients read LinkedIn, and steady posts show how you explain things.
- Post a plain explanation of one paperwork question each week.
- Connect with local owners and referrers and comment helpfully on their posts.
Google search adverts Medium effort · Low cost
In the weeks before a filing deadline many people search at once, and a small advert keeps you in view for the exact phrase.
- Run adverts for one or two exact phrases, such as accountant near me, only in the busy weeks.
- Send them to a page with a phone number and a call back form, then see which searches brought calls.
What your website needs
- A home page that opens with the word accountant, names your services and area and shows your phone number on the first screen.
- A small business accountant page that explains bookkeeping, payroll and the monthly routine.
- A self assessment accountant page and a tax preparation services page, listing what to gather and how the process works.
- A payroll services for small business page covering how pay runs are done and who to call.
- An accountant for landlords page with the records to keep and what you prepare from them.
- An accountant for self employed page covering records, deadlines and how you stay in touch.
- A team page with names, photographs and the qualifications and registrations each person holds.
Your 90 days
Month 1: Get found
- Publish the website with a page for each search phrase, a call back form and a clear statement of your qualifications and registrations.
- Complete the Google Business Profile with services, hours and the area you serve.
- Create the LinkedIn page and tell existing clients it is there.
- Prepare the single-sheet services summary for referrers.
Month 2: Earn confidence
- Ask happy clients for a Google review of the service and reply to each one.
- Meet or call the referrers on your list and hand over the summary.
- Post one plain explanation a week on LinkedIn.
- Email everyone who has enquired with a list of what to gather before the next deadline.
- Add the team page.
Month 3: Turn calls into clients
- Run the small Google advert in the weeks before the next filing deadline.
- Follow up every enquiry that did not book with a short, friendly email.
- Ask referrers how introductions are going and thank them.
- See which searches and introductions turned into new clients, and do more of what worked.
Content ideas
- A page for self-employed people on what a return needs and how we prepare itWebsite
- A page for landlords on which records to keep and what we prepare from themWebsite
- Questions to ask any accountant before you hire oneWebsite
- A walk through a bookkeeping month, from receipts to reports, explained for ownersLinkedIn
- What an accountant needs from a business that is starting payrollLinkedIn
- A photo of the team and a line on who answers the phoneGoogle Business Profile
- Our opening hours in the weeks around a filing deadlineGoogle Business Profile
- A thank you after a busy season, with when to expect our next reminderEmail
Your budget
The numbers to watch
Calls and call back requests a week
Add the calls from the Google Business Profile to the call back requests made on the website.
New clients a month and where they came from
At each first call, ask how the person heard of the firm and tally Google, referrals, LinkedIn and email.
Introductions from referrers
Tally the introductions you receive by referrer and thank each one.
Google reviews
Note each month how many new reviews there are and which service words clients choose.
Calls that become clients
Of the people who ring, count how many agree to work with you.
How AI Web Maker runs this plan
Your website is where every channel sends people. On AI Web Maker it comes with the tools that do the work of this plan every week:
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so your pages climb on Google for the searches in this plan.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
AI Social Media Marketer. Writes and posts to Facebook, Instagram and more on a schedule, sending people to your site.
AI Chatbot. Answers your visitors day and night from your own information, and takes the details of people who want to talk.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI Marketing Outreach. Finds businesses that need what you offer and drafts a personal email to each, sent from your own domain.