Facebook Gives Accounting Firm and Their New Customers The Best Returns This Tax Season

Boosting Tax Season Success: How Vici Media Helped a Local Accounting Firm Increase Client Engagement

Two branches of a local accounting firm recently sought to expand their client base for accounting and tax return services this tax season. Their primary challenge? Convincing potential clients to switch from their current accounting firm to leverage their tax preparation expertise. To succeed, we needed to execute a high-impact digital campaign that would effectively increase the number of clients the firm could assist with tax preparations and related financial services

The Strategy: Reaching High-Intent Financial Services Seekers

To meet the firm’s objectives, we designed a campaign targeting Facebook users with a household income of $50,000 or more and who were actively seeking financial services. By focusing on this audience, we could reach a highly relevant group of users, maximizing the potential to drive new clients to the accounting firmThe timing of this campaign was crucial. We ran it from early January to mid-April, coinciding with the latter half of tax season, when people are most actively searching for tax return services. With tax season in full swing, the target demographic was primed to find a trusted, reliable accountant, positioning our client perfectly to capture this audience

Results That Speak for Themselves

Over the three-month campaign period, our ads served an impressive 300,000 impressions, achieving a click-through rate (CTR) of 0.21%—three times the industry average. More importantly, the number of tax returns filed with the firm saw a significant year-over-year increase, validating the campaign’s impactOur client shared their satisfaction with the campaign’s results, stating: “The amount of returns in BOTH markets have increased. We have noticed a difference versus our digital marketing efforts last year and will continue to use your team every year. We will start earlier AND add Mobile Conquesting next year to add even more impact!If your business needs a high-impact, cost-effective marketing strategy, contact Vici Media today to learn more about our white-label digital solutionsFor more information, email support@vicimediainc.com