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Financial Services

Financial Services Marketing and Advertising

Crosby Digital Marketing offers advertising and marketing services to small businesses in the financial sector. We help CPAs, accounting firms, and financial advisers gain new clients through our comprehensive approach to digital marketing and advertising.

Contact Us for Help With Your Marketing and Advertising

Contact Us - Financial Services page


Financial Services Marketing and Advertising Services

Financial Companies We Work With

  •  Accountants
  • Bookeepers
  • CPAs
  • Financial Advisers

To learn more about our services, or to schedule a call with our digital marketing specialists, complete our contact form or call us at 615.249.8488.

Free 5-part digital marketing and advertising course for bookeepers and accountants

Sign up for a free 5-part marketing and advertising training course that we’ll send right to your email. This course is built for bookkeepers and accountants looking to grow their business online.

    We respect your privacy. Unsubscribe at any time.

    $50.00

    Purchase the Bookkeeping Marketing Bundle

    Comprehensive marketing guide created specifically for bookkeepers, plus 5 tools to help you grow your bookkeeping business.

    • On-Page SEO Checklist
    • Content Marketing Worksheet
    • Pick a Niche Worksheet
    • 6 Months of Social Media Post Ideas
    • Google Ads Search Term Starter Kit for Bookkeepers
    Purchase the Bundle
    Marketing and Advertising Accounting and Bookkeeping Business

    How do I market my bookkeeping, accounting, financial advising, and other financial service business?

    If you’re just creating a marketing strategy for your financial service business, it can feel daunting. Where do you start? What do you do with a limited budget? How do you prioritize? We rounded up our 16 steps for marketing your accounting and bookkeeping business. This will help you get started and prioritize your marketing and advertising efforts.

    Marketing and Advertising Accounting and Bookkeeping Business

    What should I look for in an effective financial service website?

    We’re partial to good SEO that drives organic leads. This means that your website should be set up in a way that allows people to find you through Google. You can accomplish a lot while still achieving your SEO goals: build trust with potential clients, inform current clients, and define your ideal customer. We’ve created a checklist for accounting and bookkeeping websites.

    Marketing and Advertising Accounting and Bookkeeping Business

    How can my accounting, bookkeeping, or financial advising business show up higher on search engines like Google?

    Search engine optimization, or SEO, allows businesses to show up higher on Google. It’s easier said than done. A lot goes into a well-rounded SEO and content marketing strategy, but it’s worth the effort if you’re in a financial service industry. Your customers want to hear from you, and potential customers are trying to get a sense of your expertise from your website. Here’s where to start when formulating an SEO strategy for your financial service business.

    Marketing and Advertising Accounting and Bookkeeping Business

    What should I know about Google Ads for accountants, CPAs, bookkeepers, and financial planners?

    Customers head to Google when they are ready to make a buying decision. Google Ads allows you to buy the space on top of searches for your preferred keywords. We have over a decade of experience in the Google Ads space, and we would love to help. 


    Read our
    Google Ads Guide for Financial Professionals.

    Marketing and Advertising Accounting and Bookkeeping Business

    Do podcasts work for financial advisors and planners?

    Yes! They work for a few reasons. First, they are instant content that you can broadcast throughout your business channels: Facebook, LinkedIn, Twitter, blogs, newsletters, and more. This helps with engagement and SEO. Podcasts are also a great networking tool. Have on members of your community, and both parties benefit.


    Read about how we produced Keystone Finacial’s
    podcast and the benefits they experienced.

    Marketing and Advertising Accounting and Bookkeeping Business

    Facebook Ads Guide for Financial Services Companies

    Are you looking for new ways to promote your business online as we head into 2022? If you’ve never used Facebook Ads to promote your financial services business to promote, you’re in for a treat. Facebook is the most popular social network with close to 2 billion daily active users. So if you’re looking for new customers, Facebook is the place to be. By running a quality Facebook Ads campaign, you can promote your business where potential customers are spending their time. 


    We Help Drive New Customers to Your Business

    Get more phone calls, online appointment requests, and leads with a comprehensive advertising and marketing plan. We can put your business in front of people who are already looking for your services.


    Call us to discuss your goals.

    615-249-8488

    Contact Us for Help With Your Marketing and Advertising

    Contact Us - Financial Services page


    More Resources
    what is a value proposition
    By Joe Crosby 14 Apr, 2022
    Do you have a marketing strategy in place for your bookkeeping business? If not, get started today by writing a value proposition. We'll teach you how to start writing a value proposition and create a niche marketing strategy in this post.
    accountant marketing services
    By Jessica Crosby 24 Mar, 2022
    This is a guide about marketing your accounting or bookkeeping business made for small business owners. Learn the top 16 ways to promote your business online.
    Facebook Ads Guide for Financial Services Companies
    By Joe Crosby 08 Jan, 2022
    10 tactics you can use to set up and manage a competitive Facebook Ads campaign for your financial services company.
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    By Joe Crosby 08 Dec, 2021
    Crosby Digital Marketing helps financial service businesses build and manage Google Ads campaigns that drive high-quality traffic and leads to your website.
    accounting, CPA, and bookkeeping websites
    By Jessica Crosby 30 Jul, 2021
    Don’t just check off your accounting business website as another task, but incorporate it into your customer acquisition process. We help bookkeepers, accountants, and financial planners in Franklin, TN, and nationwide, develop websites that convert prospects into customers.
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