Accounting Firm Marketing Budget Estimator

If you own an accounting firm, marketing is essential. However, determining the right budget can be tricky—you might worry about spending too much or not enough. To help you make informed decisions, we’ve created a free tool. By answering a few simple questions, you’ll receive a precise estimate of your ideal monthly marketing budget. We hope you find it useful and enjoy using it!

Good news for you, we have a lot of marketing resources for accountants

1. What is your accounting firm's location type?

Small-town or low-competition area Large city or high-competition area

High-competition urban areas often require more aggressive marketing and higher budgets to stand out in the financial sector.

2. Do you have a professional website with client service functionalities?

No Yes

A comprehensive website with client service features may require ongoing maintenance, SEO work, and targeted online ads for client acquisition.

3. What type of content do you plan to prioritize?

High-quality explainer videos Client testimonials Behind-the-scenes team insights Educational webinars Promotional offers

More complex or polished content (like high-quality videos or webinars) typically requires higher production costs.

4. On how many social networks do you want to post?

2

Popular platforms for accounting firms include LinkedIn, Facebook, Twitter, and sometimes Instagram. The more platforms you manage, the more resources you’ll need.

5. Are you planning to hire a dedicated marketing manager?

Yes No

Running a busy accounting firm often leaves little time for marketing. A dedicated manager increases costs but ensures a consistent online presence.

6. What is your accounting firm's positioning?

High-end / premium (specialized advisory services) Mid-range (reliable and balanced pricing) Budget-friendly (value-driven services) Boutique (tailored niche services)

Premium firms often require more polished branding and marketing, whereas budget firms can spend less on high-end visuals.

7. How intensively do you plan to invest in paid advertising?

5

A higher level means more spending on LinkedIn Ads, Facebook Ads, Google Ads, etc.

8. Do you offer services to large corporations, small businesses, or government agencies (B2B)?

No Yes

B2B marketing often requires additional outreach, networking, and potentially LinkedIn ads or trade shows.

9. How frequently do you launch promotions or limited-time offers?

Occasionally Regularly

Firms running frequent promotions often spend more on advertising to promote their offers.

10. Do you plan to collaborate with industry influencers or financial thought leaders?

No Yes

Collaborations with industry influencers can boost brand visibility but require a dedicated budget.

11. What is your approximate monthly revenue? ($) Many accounting firms budget 5%–10% of revenue for marketing. We'll use 5% as a baseline and then adjust based on your other answers.

12. Have you checked our marketing pack for accounting firms?

No Yes

Our marketing pack helps you allocate your budget precisely, save money, avoid mistakes, and invest only in profitable strategies tailored for accounting firms and your target audience.

Calculate My Budget