Marketing Review: Is your Surrey Accountancy firm ready for 2026

As we move into Q4 of 2025, professional services firms in Surrey, face an increasingly competitive landscape. Clients have higher expectations, digital channels are more crowded, and trust has never been more important.

Marketing review for accountancy firms

To stay ahead, you need a clear, practical marketing plan. Use this marketing checklist to review your current approach and set yourself up for growth next year.

1. Refresh your brand positioning

• Does your messaging clearly explain who you help and why you’re different?

• Are your services framed around solving client problems and not just describing what you do?

• Does your website and LinkedIn profile reflect your current brand, tone, and expertise?

Many Surrey firms haven’t updated their messaging since pre-Covid. A refresh can make you stand out instantly.

Marketing review for professional service firms

2. Invest in local SEO

• Is your Google Business Profile optimised and updated with reviews, posts, and services?

• Are you targeting keywords like “accountant in Surrey” or “Tax planning Guildford”?

• Do you have locally relevant blog content and case studies?

As most clients still start their search online. If you’re not showing up in Surrey-specific results, you’re invisible.

3. Focus on LinkedIn

• Do you post consistently (at least 2–3 times per week)?

• Are you using a mix of thought leadership, practical tips, and case studies?

• Are you actively engaging in Surrey business networks and groups?

LinkedIn is still the most powerful B2B platform. For professional services, it’s non-negotiable in 2025.

4. Build trust through social proof

• Do you have up-to-date testimonials and case studies?

• Are client reviews featured on your website and Google profile?

• Are you showcasing results like before/after stats, stories, transformations?

In professional services, people buy confidence. Sharing success stories makes you the safe choice.

5. Use content as a lead magnet

• Do you have a lead magnet (e.g., a free guide, checklist, or webinar)?

• Are you turning blogs into email nurture campaigns?

• Do you repurpose content into carousels, infographics, or short videos?

One well-written piece of content can fuel LinkedIn posts, email campaigns, and presentations, make every asset work harder.

6. Leverage automation

• Do you use scheduling tools for LinkedIn posts and email marketing?

• Is your CRM tracking leads and follow-ups automatically?

• Are you personalising emails and outreach based on client needs?

Automation saves time, but the tone still needs to feel warm, approachable, and human.

7. Prioritise networking & local visibility

• Are you active in Surrey Chambers of Commerce, business expos, or local meetups?

• Do you collaborate with other service providers for referrals?

• Do you have a plan for speaking, sponsoring, or attending Surrey events?

Surrey is relationship driven. Digital matters, but in-person connections still close deals.

8. Measure what matters

• Do you track website visits, enquiry sources, and conversion rates?

• Do you know which blog topics or LinkedIn posts bring the most leads?

• Do you review results monthly and adapt?

Data-driven marketing ensures you don’t waste time on what feels good but doesn’t deliver.

Final Thoughts

Marketing review for accountancy firms will help businesses in Surrey thrive when they combine digital presence, trust-building, and local visibility. This checklist gives you a clear roadmap to follow.

If you find yourself ticking “no” to more than a few points, don’t worry, many firms are in the same situation. The key is to start small, stay consistent, and measure progress.

Need help putting this checklist into action? As an outsourced marketing partner specialising in accountancy firms, I work with accountants across Surrey to build strategies that win clients. Get in contact today on hello@marketingwithsarena.co.uk