How Online Accountants Attract More Clients

Two leading software platforms, QuickBooks and Xero, offer not just robust accounting tools but also avenues for accountants to expand their clientele. Here's how online accountants can attract more clients using these powerful tools.

1. Leverage QuickBooks ProAdvisor Program

The QuickBooks ProAdvisor program is an invaluable resource for online accountants. It offers certification and training that not only enhances your skills but also boosts your credibility. Here’s how it can help attract more clients:

• Certification and Credibility: Becoming a certified ProAdvisor demonstrates your expertise in QuickBooks, making you a trusted advisor in the eyes of potential clients.
• Visibility on QuickBooks Directory: Certified ProAdvisors are listed on the QuickBooks directory, increasing your visibility to small business owners searching for professional accounting services.
• Exclusive Resources: The program provides access to marketing resources and tools that can help you effectively promote your services.
• Client Referrals: QuickBooks often refers clients to ProAdvisors, providing a steady stream of potential new clients.

2. Showcase Expertise with Xero Partner Program

Xero’s partner program is another excellent way to attract clients. By becoming a Xero partner, you gain access to numerous benefits that can help grow your client base:

• Partner Certification: Like QuickBooks, Xero offers a certification program that validates your skills and knowledge, building trust with prospective clients.
• Client-Facing Portal: Xero partners can create a profile on the Xero Advisor Directory, making it easier for clients to find and connect with you.
• Access to Exclusive Tools: The program provides tools and resources to help you streamline client onboarding and management processes.
• Enhanced Networking Opportunities: Being part of the Xero community allows you to network with other professionals and share referrals.

3. Utilize Software-Specific Marketing

Both QuickBooks and Xero offer marketing resources to help you attract more clients:

• Co-branded Materials: Use co-branded materials provided by QuickBooks and Xero to enhance your marketing efforts. This includes logos, templates, and promotional content.
• Content Marketing: Write blog posts and create content that highlights your expertise in QuickBooks and Xero. Share case studies showing how you've helped clients using these platforms.
• Webinars and Workshops: Host webinars and workshops on topics related to QuickBooks and Xero. This not only educates potential clients but also positions you as an authority in the field.

4. Offer Specialized Services

Differentiate yourself by offering specialized services within QuickBooks and Xero:

• QuickBooks Cleanup Services: Offer services to clean up and organize client accounts in QuickBooks, which can attract clients looking to streamline their financial records.
• Xero Custom Reports: Create custom reports and dashboards in Xero tailored to client needs, showcasing your ability to provide value-added services.

5. Highlight Client Success Stories

Client testimonials and success stories can be powerful tools to attract new clients:

• Case Studies: Share detailed case studies on how you helped clients achieve their financial goals using QuickBooks or Xero.
• Testimonials: Display client testimonials prominently on your website and in your marketing materials to build trust and credibility.

Conclusion

Whether through certification, specialized services, or effective marketing, QuickBooks and Xero provide the tools needed to grow your practice and attract more clients.

For accountants and bookkeepers working solo or in a firm, certifications for these apps can be well worth the effort, as these credentials let you register yourself or your firm as a service provider.