How to market your MSP to accountants episode artwork

EPISODE · Sep 2, 2025 · 34 MIN

How to market your MSP to accountants

from Paul Green's MSP Marketing Podcast · host Paul Green's MSP Marketing Edge

The podcast powered by the MSP Marketing Edge Welcome to Episode 303 of the MSP Marketing Podcast with me, Paul Green. This week… How to market your MSP to accountants: Accountants are a perfect fit for MSPs. Learn how to speak their language to win over their hearts and minds to give your MSP the competitive edge. 4 huge marketing problems that damage your MSP: These marketing problems do massive amounts of damage to MSPs, and yet they’re so easy to overcome when you understand them. Are these damaging your business? Here’s what to do. MSP insider’s lessons from 18 years of marketing: If you want to grow your MSP by attracting new clients, the chances are you’re making some fundamental marketing mistakes. My guest today shares his 18 years experience working at an MSP and reveals what really moved the needle. Paul’s Personal Peer Group: Do you sometimes find that your team makes the same mistakes over and over again? Well, this is actually your problem, not theirs, and here’s a process to eliminate the problem. How to market your MSP to accountants Dream client alert. For many MSPs that target verticals or niches, they find accountants (CPAs) to be a very attractive sector. Are you targeting accountants? If not, you really need to hear this, and if you already are, then this is going to make things so much easier. Let’s deep dive into why accountants switch MSPs, what they’d want from you and how to grab their attention. Accountants are a perfect fit for MSPs. They have a business that’s dependent upon technology. They’ve got compliance and regulations, and they’re often very stable businesses with lots of recurring revenue. So imagine this, you are sitting across the table from a busy accountant and they’ve literally got piles of tax returns and spreadsheets and calls with their clients all lined up. What’s the one thing that you know that they don’t want? More hassle. And understanding that is the first step in marketing your MSP to accountants. Get inside their head and their heart and really understand what drives them and what would drive them to pick your MSP instead of someone else. Accountants live in a world of rules, a world of deadlines, a world of compliance, and a world of absolute attention to detail. They value accuracy, speed, and security above almost anything else. So if you want them to even consider working with your MSP, your messaging has got to show that you understand their world. Talk about what matters to them, not technology. Instead show them how you help them keep their client data safe, how you help them to meet deadlines without system crashes, and how you help them eliminate the panic of last minute tech issues during tax season. I mean you can literally paint them a picture, you can say, imagine your team working flat out in January (or whenever your local tax season is) and instead of the WIFI dropping in and out or your software slowing down or freezing, everything just works because in the background we’re monitoring everything, we’re fixing problems before you’re even aware of them, so you can focus on your clients and tax returns and getting things done while we are focusing on your technology. Now that’s the kind of language that really gets into someone’s heart as well as their head. And then you start to think about how to influence them and get...

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How to market your MSP to accountants

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