Accounting & Finance Marketing

The accounting and finance industry is built on trust, expertise, and long-term client relationships—but even the most skilled firms struggle to grow without a strong digital presence. Ombrella specializes in marketing for financial and accounting firms, helping professionals position themselves as go-to advisors in an increasingly competitive marketplace.

With over 15 years of experience working with accounting firms, tax specialists, financial consultants, and bookkeeping service providers, we know how to attract the right clients. Our strategies are designed to improve your online authority, increase qualified inquiries, and drive ongoing growth while maintaining your firm’s credibility, compliance, and professional reputation.

The accounting and finance industry is built on trust, expertise, and long-term client relationships—but even the most skilled firms struggle to grow without a strong digital presence. Ombrella specializes in marketing for financial and accounting firms, helping professionals position themselves as go-to advisors in an increasingly competitive marketplace.

A silhouette of an accounting doing a tax audit representing marketing for accountants, accounting and financial firms.With over 15 years of experience working with accounting firms, tax specialists, financial consultants, and bookkeeping service providers, we know how to attract the right clients. Our strategies are designed to improve your online authority, increase qualified inquiries, and drive ongoing growth while maintaining your firm’s credibility, compliance, and professional reputation.

Strategic Marketing That Grows Your Accounting or Finance Business

In the accounting and financial industries, trust and authority are everything—and they must be communicated clearly through every channel. Whether you’re a solo CPA, an accounting firm, a financial advisor, a B2B fintech company, or a private lender, your marketing must reflect professionalism, credibility, and a deep understanding of client needs. At Ombrella, we help accounting and finance companies cut through the noise and stand out with strategic, measurable marketing solutions. From improving SEO visibility and lead generation to launching PR campaigns and website design tailored to regulatory and industry standards, our team delivers real results across both b2b marketing and b2c marketing environments.

Types of Marketing That Drive Accounting and Financial Firm Growth

We offer fully integrated, performance-based marketing built to attract the right clients, build brand authority, and convert leads into long-term relationships:

  • SEO for accounting firms and finance companies – Increase rankings on Google, Maps, and AI search for high-intent financial service keywords.
  • Online advertising for tax, lending, and advisory services – Launch compliant, targeted ad campaigns that bring in qualified inquiries from business owners, investors, and individuals.
  • Website design for accountants, financial advisors, and fintech brands – Build credibility and drive conversions with fast, mobile-ready websites optimized for trust and clarity.
  • Lead generation for CPAs, consultants, and financial services – Develop customized systems to attract ideal clients and support long-term engagement.
  • B2B marketing for financial platforms and service providers – Reach CFOs, business owners, and finance teams with precision-driven strategies.
  • B2C marketing for accounting and wealth management firms – Connect with individuals and families seeking trustworthy financial guidance.
  • Brand development for accounting and finance businesses – Build a strong, clear identity that reflects professionalism, trust, and results.
  • Custom marketing solutions for financial firms – From content marketing and PR to social media marketing, sales enablement, and beyond, we deliver tailored strategies aligned with your growth goals.

Whether you’re expanding into new service areas, modernizing your image, or looking to attract high-value clients, Ombrella’s accounting and finance marketing solutions help you grow with confidence—and win in an industry where trust is everything.

How we grow your financial or accounting firm:

  • Sustainable Growth – Build steady pipelines of ideal clients, from individuals to business accounts.

  • Authority & Credibility – Strengthen your positioning as a trusted financial advisor in your market.

  • Qualified Lead Generation – Attract clients actively seeking accounting, tax, or advisory services.

  • Market Visibility – Increase your presence where your audience is searching for trusted financial help.

  • Strategic Advantage – Outperform competitors with targeted messaging and proven digital strategies.

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Marketing Services For Accounting Firms & Finance Companies

Ombrella provides full-funnel digital marketing services tailored to the B2C and B2B accounting and finance sector. From independent professionals and boutique firms to corporate accounting agencies and financial advisory businesses, we help position your firm as the trusted choice for both individuals and businesses. Our services are built to drive new business, strengthen credibility, and support compliance-sensitive industries with confidence.

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Brand
Awareness

Position your firm as a trustworthy, professional service provider that stands out in a crowded advisory market.

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Lead
Generation

Capture qualified leads actively searching for accounting, tax planning, or financial guidance—both locally & online.

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Customer
Acquisition

Turn new inquiries into long-term clients by building trust and guiding prospects through a seamless, conversion-focused journey.

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Marketing
Optimization

Refine your campaigns for cost-efficiency, higher ROI, and ongoing client acquisition—year-round and during key financial seasons.

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B2B Marketing

For firms targeting business clients—designed to establish authority, generate qualified leads, and secure long-term financial partnerships.

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B2C Marketing

For accounting and financial firms focused on building trust, attracting individual clients, and growing lasting relationships through credibility and expertise.

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Your Firm’s Most Valuable Digital Asset

Marketing & Sales-Focused Web Development for Accounting & Finance Companies

Your website should be more than a digital brochure—it should function as a lead generation and client acquisition engine. In the accounting and finance sector, where trust and professionalism are everything, your digital presence must immediately communicate credibility while guiding potential clients toward action.

Ombrella’s marketing and sales-focused web development solution is engineered for firms that want to grow. Whether you’re attracting business clients, individuals, or investors, we build conversion-driven websites that support advertising, referrals, SEO, and outbound campaigns—turning visits into inquiries, and inquiries into loyal, long-term clients.

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Conversion-Driven Design

Structured to guide visitors through clear pathways—your site encourages contact, consultation bookings, and ongoing engagement from the start.

Integrated for Full-Funnel Marketing

Built to support SEO, advertising, referrals, and outbound efforts, the platform enables your firm to maximize every channel and reduce acquisition costs.

Scalable for Long-Term Practice Growth

Whether you’re a solo practitioner or a multi-location firm, your site grows with your business—supporting new services, client types, and evolving goals.

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Our Latest Accountant Website Design

Ombrella launched a custom website for TAD Financial, a boutique accounting practice founded by a retired accountant behind one of Canada’s most prominent firms. Purpose-built to support his select group of long-term clients, the site delivers financial guidance and accounting services through a clean, professional interface optimized for trust, accessibility, and personalized engagement.

Visit the accountant’s website at tadfinancial.com.

A strategic mix of marketing solutions for accounting and finance firms that build trust and drive long-term growth.

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An icon of a magnifying glass with the head as a crosshair representing SEO services.

SEO Services for Finance & Accounting Firms

We develop targeted search marketing strategies to ensure your firm ranks across traditional and AI-powered platforms—connecting you with clients searching for trusted accounting, tax, and advisory services.

  • Local and National SEO – Dominate relevant searches in your region or across broader markets.

  • AI and Voice Search Optimization – Ensure visibility in AI-driven results and smart assistants.

  • Online Reputation Management – Build trust and authority with review strategies and citation consistency.

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Accounting/Finance Website Design

We create high-performance websites for accounting firms that convey professionalism, build credibility, and guide every visitor toward making contact or scheduling a consultation.

  • Branded Website Development – Position your firm as a trusted leader in your niche.

  • Conversion-Focused Layouts – Drive inquiries with intuitive user experiences and lead flows.

  • Mobile and Accessibility Optimization – Ensure seamless experiences across all devices and user needs

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An icon of an eye with a money symbol in the pupil representing online advertising services.

Online Advertising for Accountants and Advisors

Our advertising campaigns are engineered for performance—whether you’re promoting tax planning, corporate advisory, or bookkeeping services.

  • Google Ads Campaigns – Reach clients searching for your financial services in real-time.

  • Social Media Advertising – Target ideal prospects on platforms like LinkedIn, Facebook, and Instagram.

  • Retargeting and Funnel Optimization – Recapture interest and guide leads toward conversion.

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Content Marketing

We translate complex financial services into engaging, high-performing content that builds authority, nurtures leads, and drives website conversions.

  • Service Page and Landing Page Copy – Clearly explain your offerings in a compelling, client-friendly voice.

  • Lead Magnets and Resource Development – Drive conversions with calculators, whitepapers, and financial guides.

  • E-mail and Automation Sequences – Engage prospects with targeted insights and follow-ups.

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Brand
Design

We help finance companies & accounting firms craft strong, memorable brands that reflect trust, reliability, and clarity—key drivers in financial decision-making.

  • Logo and Visual Identity Design – Create a brand that inspires confidence and recognition.

  • Client-Facing Materials – Develop branded proposals, presentations, and reports.

  • Print and Digital Consistency – Ensure cohesive branding across every medium and platform.

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Social Media Marketing & PR

We position your firm as a voice of expertise and credibility in the financial world, using social media and PR to build engagement and exposure.

  • LinkedIn and Platform Strategy – Grow your presence and network with high-value audiences.

  • Industry Recognition and Media Outreach – Gain exposure in financial media and advisory networks.

  • Reputation and Thought Leadership – Share expertise that builds loyalty and professional visibility.

Client Study: Accounting Firm

Transforming a 30-year accounting brand into a modern digital powerhouse.

Ombrella partnered with MDP LLP, a respected Canadian accounting firm with three decades of history, to completely modernize their digital footprint. Over a 10-year relationship, we built a powerful, scalable marketing engine that evolved with their business—from traditional brand to industry-leading online presence.

Our work included a custom-developed website focused on conversion and credibility, ongoing SEO campaigns to dominate high-value financial queries, strategic advertising to attract qualified leads, and targeted PR that elevated MDP’s authority in both local and national markets.

This long-term collaboration resulted in exceptional growth, significantly improved marketing ROI, and a powerful brand reputation that ultimately led to MDP LLP’s acquisition by one of the world’s largest global accounting firms.

Ombrella partnered with MDP LLP, a respected Canadian accounting firm with three decades of history, to completely modernize their digital footprint. A tablet showing a custom developed website for an accounting firm.Over a 10-year relationship, we built a powerful, scalable marketing engine that evolved with their business—from traditional brand to industry-leading online presence.

Our work included a custom-developed website focused on conversion and credibility, ongoing SEO campaigns to dominate high-value financial queries, strategic advertising to attract qualified leads, and targeted PR that elevated MDP’s authority in both local and national markets.

This long-term collaboration resulted in exceptional growth, significantly improved marketing ROI, and a powerful brand reputation that ultimately led to MDP LLP’s acquisition by one of the world’s largest global accounting firms.

RESULTS

  • 120% increase in website visitors.

  • 85% increase in qualified online inquiries.

  • 68% bounce-rate reduction.

  • First-page dominance across key accounting search terms.

  • A decade of sustained digital performance and growth leading to successful acquisition.

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Leslie S. @ MDP LLP
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We at MDP LLP have had a very positive experience with Ombrella. They developed our website and continue to provide excellent service and suggestions for improvements. Our web presence has increased markedly and their ideas and insights have proven to be valuable. I would highly recommend them to any business.

Why Choose Ombrella Marketing Agency

FOR YOUR UNIQUE FINANCIAL FIRM

You need more than a generalist agency—you need a partner that understands the precision, professionalism, and performance expectations of the accounting and finance world. With 15+ years of experience building high-performing marketing strategies, Ombrella helps firms like yours grow trusted brands, attract high-value clients, and drive real business outcomes through tailored, full-funnel digital execution.

Our approach is built for long-term success, blending compliant messaging with aggressive lead generation and brand authority strategies that keep your firm growing predictably—quarter after quarter.

We provide marketing services to accounting firms and finance companies across the United States and Canada.

Performance Marketing for Professionals

We turn complex service offerings into clear value propositions that drive real client inquiries.

Trust-Centered Digital Strategy

Our marketing is designed to build confidence with your audience, reinforcing your credibility from the first click.

Scalable Client Acquisition Systems

We develop integrated campaigns that support long-term lead generation and nurture ideal client relationships.

A Strategic Partner You Can Count On

We bring consistency, accountability, and data-backed insights to ensure your growth stays on track—year over year.