You’ve got a brand-new tax and accounting firm.

A million things on your plate.
And, somehow, you’re also supposed to be a marketer now?

You’re not alone. Most new firm owners launch with:

• No email list
• No social presence
• No paid ads
• No clue where to start

Yet… clients still find them. 

How?

They focus on the marketing moves that matter most early on: visibility, credibility, and consistency. By following a realistic first marketing plan, built for actual humans with limited time, not marketing robots with infinite bandwidth.

Start by claiming your Google Business Profile, updating your LinkedIn, and posting one valuable thing a week. These are low-lift, high-trust actions that signal to your network — and to Google — that your firm exists and is open for business.

From there, you can layer in marketing automation (like AI-generated blog posts and emails), but the foundation is simple:

Be findable. Be helpful. Be consistent

You don’t need to be viral. You just need to be visible to the right people. 

Here’s exactly how to show up, build trust, and get found without straining your brain (or your budget).

The 3-part beginner-friendly marketing stack

1. Your Website + Google Presence

Before you do anything else, set this up:

• A website that explains who you help and how to get started
• A clear “Book a Call” or “Get a Quote” CTA
• A Google Business Profile (free, fast, non-negotiable)

Bonus points:
Make your site AI-optimized, so you show up when people type “LLC tax help near me” into ChatGPT or Google’s AI results.

2. Your Core Content Plan (Set It + Forget It)

Here’s how to stay top-of-mind without spending hours a week:

• Monthly blog posts:
  Automated by AI, written in your tone, focused on your niche
• Monthly email newsletter:
  Recaps blog content, adds a quick tip, and reminds people you exist
• Social media auto-posts:
  Pull from your blog and push to LinkedIn, Facebook, and Google

Set this once, then let your automation do the work.

(Our AI-powered starter kit handles all of this out of the box, by the way.)

3. Referrals + Relationship Marketing

Still the #1 way new firms grow.

Here’s the script:

“Hey, I just launched my own firm. If you know any small business owners or freelancers looking for help with taxes or bookkeeping, I’d love an intro.”

Text it. Email it. Say it.
People want to help you — they just need the words.

Bonus tactic:
Offer a free 15-minute “Ask Me Anything” session. Post it on LinkedIn and inside niche Facebook groups. Watch the leads roll in.

What not to do (yet)

• Don’t launch ads (unless your funnel is airtight)
• Don’t pay $2K/month for SEO (you’re not ready)
• Don’t build a 10-email nurture sequence (you’ll change your mind in 30 days)

This isn’t about being fancy. It’s about being findable and referrable.

You’re building a “starter presence” — just enough to prove you’re real, trustworthy, and responsive. That’s all that most early clients need to take the leap. Your goal isn’t to scale right now. It’s visibility. Can someone find you, understand what you do, and know how to work with you in under two minutes? That’s the win.

Here’s what your first 90 days of marketing can look like:

That’s it. No funnels. No fluff. Just consistent visibility.

Final Word: Don’t wait until you “feel ready” to market

You’ll never feel ready.
You’ll always be busy.
You’ll always think your website could be better.

Start anyway.

Marketing your new firm isn’t about looking perfect.
It’s about being visible, helpful, and human.

Most clients aren’t looking for perfection. They’re looking for consistent value and someone who makes them feel understood. Show up with that energy; you’re already ahead of 90% of the industry.

Progress beats polish, especially in today’s culture where authenticity is everything. Every post, every conversation, every referral is a brick in the foundation of your brand.

Want all your marketing handled in under an hour a month?
Grab our AI-powered starter kit — complete with blog automation, client-ready website, onboarding tools, and social auto-posting.
‍

Read next: They Didn’t Teach You This in Accounting School (But They Should Have)