Actionable ideas to maintain visibility while competitors go quiet.
Summer often brings a slowdown for accounting firms. Fewer emails, fewer client meetings, and—let’s be honest—a temptation to coast until fall. But smart firms know visibility in the off-season is a competitive advantage.
This is the perfect time to focus on brand awareness, strengthen client relationships, and set yourself up for a strong finish to the year.
6 Actionable Strategies
Here are smart, actionable strategies to keep your firm top of mind this summer—even when business is quiet. Download the checklist to keep your progress on track.
1. Stay Active Online Where It Counts
Out of sight = out of mind. Summer is no excuse to go silent online.
- Post weekly on LinkedIn with short tips, client stories, or team updates.
- Share blog articles with tax-saving tips, mid-year checklists, or industry-specific guidance.
- Keep your Google Business Profile updated with seasonal hours, fresh photos, and timely posts.
2. Repackage and Reuse Existing Content
You don’t need to create from scratch to stay visible.
Chances are, your firm already has valuable content sitting on your blog, in your client emails, or as internal guides. Summer is a great time to repurpose and breathe new life into that material.
- Turn blog posts into LinkedIn carousels or Instagram slides.
- Summarize past webinars into quick video clips or reels.
- Break down long articles into short, snack-sized posts.
Pro tip: Focus on content that answers common client questions—those get the most engagement.
3. Host a Short Webinar or Virtual Roundtable
It doesn’t have to be long—just valuable.
Summer webinars or roundtables can position your firm as a trusted expert while drawing in potential leads.
- Choose topics like “Year-End Planning Starts Now” or “Avoiding Q3 Tax Surprises.”
- Keep it to 30 minutes.
- Promote via email and LinkedIn for maximum reach.
Pro Tip: Record the sessions ahead of time and then share links to the content in Q2 and Q3.
4. Show Your Firm’s Personality on Social Media
Summer is a great time to let your firm’s culture shine.
- Post behind-the-scenes team moments, community involvement, or “Summer Fridays” rituals.
- Share staff anniversaries or fun facts about team members.
- Create engagement with polls, Q&As, or “this or that” stories
Why it works: People hire people, not just firms. When clients see your human side, they’re more likely to stick around.
5. Create Helpful, Evergreen Content Now
The content you publish now will work for you year-round.
Use this time to create foundational pieces that improve your SEO and client education. AI tools are a great resource to help you develop this conent.
Examples:
- “The Ultimate Guide to Tax Planning for Small Business Owners”
- “Bookkeeping Best Practices for Q3”
- “What Your Accountant Wants You to Know Before Year-End”
Use tools like Google Search Console, Answer the Public, or Semrush’s Keyword Strategy Builder to find what clients are already searching for.
6. Offer a Limited-Time Summer Promo
Incentives work—even in B2B.
Create a summer-only promotion to drive interest and referrals.
Ideas:
- Free mid-year review for new clients.
- 10% off QuickBooks setup or cleanup services.
- A giveaway for referrals submitted before Labor Day.
Make it easy to share—include a short link, graphic, and email copy that clients can forward.
Get Noticed!
While other firms go quiet, this is your moment to get noticed.
Staying active during the off-season doesn’t require a huge budget—just consistency, creativity, and client-focused messaging.
Start with one idea above—or contact us to build a plan that aligns with your goals and bandwidth.