survey: how firms market cas offerings

illustration of different types of people connectedflipped referrals, facebook groups, competitor reviews and more.

by hitendra patil
client accounting services: the definitive success guide

among firms offering client accounting services, the chief means for gaining new cas business are proactively seeking referrals and the firm’s website, each at 48 percent. networking at local/regional/national events follows at 35 percent.

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the other marketing methods deployed by cas firms are:

  • search engine optimization: 14 percent
  • influencer or social media marketing: 11 percent
  • content marketing and thought leadership: 10 percent
  • paid advertising in local, regional, national or internet media: 9 percent
  • we’ve assigned it to a specific person or team: 8 percent
  • webinars, events, or podcasts: 6 percent
  • outbound telemarketing and emails: 5 percent