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SEO for Financial Services

Jessica Crosby • Dec 07, 2021

Get your Accounting, CPA, or Wealth Management Firm to Rank Higher on Google

SEO For Financial Service Companies

You already know that your industry is competitive. You may have recently Googled your industry and location and found that you aren’t ranking on the first page. Don’t get discouraged, and don’t think that ranking first on Google is impossible. It’s possible, and we can help


What is SEO for financial services?

SEO stands for search engine optimization. It is the set of practices and techniques that get a page to rank higher on Google. Organic traffic leads to consistent and steady traffic to your website. If you’re targeting the right keywords, you can get qualified leads to your site. Speak directly to your customers without having to use paid ads with a comprehensive SEO strategy. 


There’s a lot that goes into a robust SEO strategy. But at the end of the day, it comes down to having a website that is easy to navigate and has content that is useful to your audience. Google’s algorithm aims to give its users the best results. 


Why is SEO so important for Accounting and CPA Firms?

Do you show up when someone Googles “accounting near [your location]”? SEO can fix this. Accounting and CPA firms excel when they target specific types of customers, and you can target your ideal client using SEO. Do you help small businesses, self-employed individuals, non-profits, or large organizations? SEO can help you zero in on your niche. 


SEO also helps diversify your marketing effort. Financial professionals often rely on referrals. Referrals are great, but you’re missing out on individuals who aren’t connected to you. They are looking for you on Google. 


Why does SEO matter for Financial Planners and Wealth Management Firms?

Financial planners and wealth management firms need to build trust before converting a lead into a customer. There are a few ways you can do this online. You need to show your website visitors that you are trustworthy, have a good reputation, and are knowledgeable. SEO can do all three:

  • Be trustworthy: Showing up in search rankings shows your potential clients that you’re a legitimate business.
  • Show off your reputation: Reviews show people that others trust you. They also boost your position in local search. 
  • Demonstrate knowledge: Content helps you target more keywords that will lead you to show up on more searches. This is not only great for SEO, but you can also send content to existing clients for education. 


Why do you need an SEO specialist for your website?

Your time is valuable, and your expertise matters. Spend time running your business, and stop trying to demystify SEO. We can help.


We have experience helping financial professionals with SEO, website development, marketing, and advertising for financial service providers.
Contact us to get started today


What are the types of SEO that work for financial services?

Before hiring an SEO expert, make sure you get the correct type of SEO for your business. Here’s a breakdown of the different kinds of SEO. 


Local SEO

Choose local SEO if your clients choose you based on your location. Local SEO uses tactics that target local keywords alongside industry keywords. An example of this would be “CPA firm in Nashville, TN” or “retirement planner in Brentwood, TN.”


National SEO

A national SEO campaign focuses on a more specific customer at a national level. Keywords can be competitive at this level. With the right strategy and focus, you can see substantial organic traffic in this realm. 


B2B and Enterpise SEO

There’s a lot of nuance with B2B marketing and SEO. Make sure you’re targeting the right businesses with your SEO strategy because traffic is typically smaller. We can help you zero in on decision-makers in your preferred industry. 


Strategies and Tips for Accountants, Bookkeepers, and Financial Planning SEO

Here are a few things to keep in mind as you get started with SEO for your accounting, bookkeeping, or financial planning business. 


Create a Google Business Profile

Formally known as Google My Business (GMB), this lets Google know that you want your site indexed. It’s also a great way to index in things like Google Maps and Reviews for local SEO. This is such a fast and straightforward step, so we always recommend this first. 


Add service pages to your website

You probably have a list of services that you offer on your site. But this list needs to be broken down into separate pages. Does this seem redundant and tedious to do? Absolutely. But here’s the thing, your potential customers with the highest intention to buy are searching specific keywords. They want a financial planner specializing in female retirement, accountants who understand freelancers, and bookkeepers who work with non-profits. Get granular and specific. 


Explain exactly what you do

This goes with the last tip, but explain exactly what you do in your industry. Not only is it a great opportunity to build trust and credibility, but it leads to the inclusion of more keywords. 


Analyze your competitors

Search terms that you want to rank for and see what your competitors are doing. Analyze their website. Why do you think they are ranking high on Google? What are some lessons you can bring to your website?


Use Google Search to begin finding keywords

There are three things you can do right now (for FREE!) that can help you come up with relevant keywords for your website. First type in a broad keyword, like “tax accounting.” Then let the Google Search bar suggest other keywords. 


Then click search. You should see a “People also ask” section near the middle of the search page. These are great examples of content you can address on your website. At the bottom of the page, you should also see related searches. These are also examples of similar and relevant keywords that you can include on your site. 


Contact Crosby Digital Marketing to get an SEO consult

These strategies are just surface techniques for a more extensive SEO and content marketing strategy. We would love to dive into some of how we can help your financial company with its digital marketing and SEO. Contact us to get a free SEO consult.

$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
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