In today’s competitive accounting landscape, traditional marketing tactics no longer cut it. In this episode of the BPAF Podcast, marketing strategist Apoorv Dwivedi reveals the exact strategies that helped his clients scale their firms by up to 300%. Whether you’re a solo CPA or running a mid-sized firm, these practical, proven marketing moves can make all the difference.
Meet Apoorv Dwivedi: The Marketing Brain Behind the Growth
Apoorv Dwivedi is the founder of Fixyr Marketing, a consultancy focused on helping professional service firms—especially accounting practices—attract and retain clients. Drawing on years of experience, Apoorv has developed a strategic framework tailored specifically to the accounting industry, focusing on lead generation, brand visibility, and scalable growth systems.
Marketing Move #1: Mastering the Referral Engine
Referrals are often considered the gold standard in client acquisition—but most firms rely on them passively. Apoorv challenges that approach. In the episode, he shares:
“We implemented a structured referral system, and within a year, we saw client acquisition rates skyrocket by 250-300%.”
This “referral engine” involved creating consistent client touchpoints, offering referral incentives, and using CRM tools to track and nurture referral partners. The key, Apoorv notes, is turning referrals from a passive hope into a proactive strategy.
Marketing Move #2: The Content Strategy That Doubled Leads
While many firms focus on brochures and service pages, Apoorv emphasizes the importance of value-driven content. When one of his clients shifted to content that educates and solves client problems, the impact was immediate.
“When we shifted our content marketing approach—focusing on value-driven insights rather than just promotions—our inbound leads doubled in under six months.” [00:24:30]
This included creating blog articles, short videos, and downloadable guides designed to position the firm as a thought leader, not just a service provider.
Marketing Move #3: Outbound Done Right (Cold Outreach & LinkedIn)
Outbound marketing isn’t dead—it’s just often poorly executed. Apoorv describes how well-structured cold email campaigns and LinkedIn outreach, when personalized and strategic, can yield impressive results.
“Outbound strategies like cold email and LinkedIn outreach brought in high-value clients, but the real magic happened when we combined them with personalized follow-ups.”
Instead of spammy messages, Apoorv recommends crafting outreach that’s relevant, specific, and helpful.
Common Pitfalls Accounting Firms Make in Marketing
One of the episode’s most insightful segments is when Apoorv discusses why many accounting firms struggle with marketing. He notes several recurring mistakes:
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Over-reliance on outdated tactics like print ads or brochure-based websites
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Lack of clarity in messaging—failing to differentiate from competitors
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No follow-up system after initial client contact
“A lot of firms put up a website, maybe run a few ads, but there’s no strategy behind it. It’s scattered and reactive.”
These pitfalls can waste time and budget, creating frustration instead of results.
The Mindset Shift: Consistency Over Chaos
Many firms fall into a feast-or-famine cycle—ramping up marketing during slow seasons, then stopping once business picks up. Apoorv argues that the key to sustainable growth is consistent execution, not one-off campaigns.
“You need a repeatable marketing system. One that works even when you’re busy servicing clients.”
Consistency builds brand trust, keeps the pipeline full, and reduces dependence on chance-based referrals.
Final Thoughts: Implementing the 3 Moves Today
The path to transformative growth in the accounting space isn’t about flashy tactics—it’s about repeatable systems. Apoorv’s three marketing moves—referral systems, value-first content, and strategic outbound—offer a clear roadmap.
For firm owners serious about scaling, this episode delivers not just ideas but actionable strategies.
Listen to the full episode to dive deeper into each tactic and hear real-world success stories.
Offers:
Get your free Marketing Gap Analysis. In under 15 minutes this assessment will reveal the strengths and gaps in your marketing compared to the best-in-class standards for accounting, bookkeeping, tax, CAS and business advisory firms,along with recommendations on what you can do to improve.Get started now at https://fixyr.com/fixyourmarketing
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