
As a Marketing Partner working with accountancy firms across Surrey, I review a lot of websites and marketing activity.
If your website and marketing haven’t been reviewed in a while, there’s a good chance they no longer reflect your firm as it is today.
And that disconnect can quietly affect the type of clients you attract. The clients you attracted 5 years ago. May not be the type of clients you want now.
As firms grow, evolve, and move into more advisory work, their messaging often gets left behind, and that’s where opportunities start to get missed.
Here are the most common things I spot on a marketing audit, what it means for the firm and how to correct this.
1. You’re messaging and positioning no longer reflect your firm
Your website content was written a few years ago, normally when the website was launched and hasn’t been updated since. However, since then your firm offering may look very different.
Since then, your firm has likely:
- Expanded your services
- Moved into more advisory work
- Looking to attract larger clients
- Refined who your best fit client is for your firm, which you serve the best.
But your firms website is left behind and still says:
“We provide reliable accounting and tax services…”
Which means… You’re positioning yourself as a generalist, even if that’s no longer true and also makes your firm get lost among the other similar firms offering the same thing.
Why this matters
Not only should you messaging attract the right clients. It should also work as a filter for the bad fit enquiries.
If it’s outdated, you’ll:
- Attract price-sensitive clients
- Miss out on higher-value opportunities
- Undersell the level you’re now operating at, and they won’t be aware of what you have to offer.
What high-value clients expect when they land on your website:
They want to quickly understand
- Who you specialise in. They want to know is this firm for me.
- How you add value beyond compliance. What’s the benefit for the client, how can you support them on a personal or business level. What results can they expect if they come onboard with your firm?
- Whether you “get” their type of business. Does your firm already work with similar businesses or personal clients as them? Were talking social proof here which should be on the website.
If they can’t see that within 20 seconds on the homepage with clear call to actions, they’ll move on to another site.
2. Outdated (or non-existent) blogs and news sections
Many firms which I review either:
- Don’t have a blog. This is a missed trick for SEO purposes.
- Or haven’t updated it in years. This is normally a case where this is no marketing department and then the marketing becomes a share function as part of the admin team and normally gets missed.
What impression does it give the firm, when a potential client comes on to your website?
Your content is a signal. An inactive blog can suggest:
- Your firm is not proactive and current.
- Your firm is out of date and not keeping up with change. If that’s how the firm runs its website, are they up to date with the latest legislation for my accounts?
What prospects and clients want instead:
- Clear, practical insights. It keeps them on the website for longer and if you structure it with clear CTAs this can help increase enquiries.
- Content that helps them make decisions. The latest financial guidance, so they can make proactive decisions instead or reactive.
And most importantly, consistency wins over perfection.
3. Outdated or no social proof
This was briefly mentioned when I was talking about messaging. But social proof is a big one and is often overlooked.
The use of outdated testimonials, old client logos, or no visible proof at all can quietly undermine trust.
How this affects accountancy firms:
Before enquiring, prospects are asking themselves:
“Do businesses like mine work with your firm?”
If they can’t see evidence, doubt creeps in. I discussed this in a recent article. With the increase of AI, prospects are seeking human interaction as a sign of trust.
For further reading, this article it can be found here: Why People-Led Marketing Works for Accountancy Firms.
What strong social proof looks like:
- Recent client testimonials
- Specific outcomes or results from the client by working with the firm.
- Recognisable (or relevant) client types. The client wants reassurance that your firm has experience with working with clients like them.
- Case studies or short success stories. Further proof but very effective for showing the client journey and the experience with working with the accountancy firm.
This is can often the difference between:
“I’ll keep looking and moving on to another firm”
Or
“This looks like the right firm as they have the right experience and expertise”
4. A ‘faceless’ firm with no real people
You’ll be surprised how many of these are popping up. There are stock images. No team photos. No personality. But they must be working somehow for a certain type of client.
Why this is can a problem
Accountancy is built on trust. As people don’t choose firms itself, they choose people they feel confident in.
What prospects want to see
- Who they’ll be working with. A team’s page with up-to-date professional images and a short impactful bio will do wonders!
- A sense of your culture and approach. This can be showcased on your website and social media.
- Real, human presence. Proof they will be working with a team and not a computer. Someone they can pick the phone up to and have a chat with instead of the chatbot!
This doesn’t need to be over-produced, just real and authentic which seems to be a new trend coming up in 2026.
5. Over-reliance on stock imagery
Stock images aren’t the issue. But the overuse is. When every firm looks the same, clients have no reason to choose you above other similar looking firms.
What to do instead
- Invest in a small set of brand photos
- Show your team, your space, your environment
- Let your firm feel recognisable
Authenticity builds differentiation and it’s worth the investment.
6. Inactive or inconsistent social media
This isn’t about posting daily or perfection. But it’s a case of consistency, same as the blog. But an abandoned profile where nothing has been updated in years, sorry but for prospect that can be seen a RED flag.
What prospects are checking for:
- Is your firm active?
- Is your firm current?
- Do you share regular insights?
Silence often gets interpreted as stagnation, which is something you want to avoid.
7. A clunky or unclear enquiry journey
If a prospect landed on your website, how many clicks would it take for them to go from your homepage to speaking to someone at your firm?
If a new user landed on your website:
How many steps does it take for someone to:
- Understand what your firm does
- Feel confident your firm can deal with their enquiry
- Get in touch
If the user journey on the website is not clear and straightforward, they wont enquire.
Common issues I often see:
- No clear call to action (CTA)
- Too many clicks or no clear navigation round the site. Also please consider the user experience on a phone or computer. Both are different experiences.
- Hidden contact details. They must be clear and easy to finad and accessible from every page.
- Generic “Contact Us” pages with no context. Clear user journey, what will happen if they submit the form. What are the next steps?
What high-value clients expect to see
- Confidence in what happens next
- A clear next step. Guide the potential client where they need to be.
- A simple way to enquire. Do overcomplicate the contact form. The more information they have to complete the higher chance there is of them bouncing.
If this is something your firm is struggling with and would like some support on. Then you can learn more about how I help accountancy firms here.
So, what do high-value clients want?
They’re not looking for the cheapest option. But they are looking for reassurance you are the right accounting firm for them.
They want to feel:
- You’re current and switched on to deal with their needs.
- You understand their business
- You work with people like them
- You’re easy to engage with
And your marketing is often the first impression and a test of that.
A final roundup of the marketing points made.
Most of these issues aren’t complex but they can make a big impact to attract the right prospects to enquire at your firm.
But together, they shape:
- Who finds you
- Who trusts you
- Who chooses you
If your marketing hasn’t evolved with your firm, there’s a disconnect, and that’s where opportunities can get lost.
Want to improve your firm’s marketing?
If you’re not sure whether your website and marketing are helping or holding you back, that’s exactly what I help with.
I work with Surrey-based accountancy firms to:
- Refine positioning.
- Attract better-fit clients for their firm.
- Build a more modern, credible presence online.
Ready to take this further?
If you’d like a review of your website and marketing, then get in touch. I offer marketing retainers to select clients where I run your firms marketing in line with your growth goals. While you focus on running the firm.
Author
Sarena Harwood
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