The Woodard Report

Build a Brand That Filters Out the Wrong Clients

Written by Heather Hurst | Jul 29, 2025 2:28:43 PM

I promise that there is a difference between running a practice and running yourself into the ground.   

Many accounting professionals end up completely overwhelmed, and it’s not just because of their work. Oftentimes, it’s because they’re working with the wrong clients.   

Building a personal brand attracts the right people and gives you the confidence to say “no” to the ones who drain your time and energy.

Your personal brand is your professional fingerprint. It’s the distinct combination of your values, skills, and personality that makes you memorable and magnetic to clients who will respect your time, pay your fees, and make your work more rewarding.   

Your personal brand matters more than ever 

When clients are choosing between you and the next accountant down the street (or on the next Google page), your brand helps them decide who feels like the right fit. But more importantly, it gives you the power to: 

  • Work with clients who energize you, not exhaust you. 
  • Charge fees that reflect your expertise and value. 
  • Turn down work that doesn’t align with your goals, values, or preferred working style. 

It’s not about being popular. It’s about being clear and selective. 

Clarify your value and ideal client 

The first step in building a personal brand is defining what makes you unique. Ask yourself: 

  • Where do you do your best work, and where do you struggle? 
  • Who are your favorite clients, and what do they have in common?  

Knowing the answers helps you build messaging that resonates with the clients you want and repels the ones you don’t. 

If you’re working with clients who constantly ignore your advice, resist your process, or expect immediate responses at all hours, it’s not just annoying; it’s a sign that your brand may not be filtering the right people. 

Once you define your unique value proposition, craft your content and communications around it. Whether you’re a tech-savvy tax advisor or a down-to-earth bookkeeping coach, lean into what makes you, you. Don’t water it down to please everyone. You’re not for everyone. That’s the point! 

Personal branding in action: accountants with standout personal brands 

If you want inspiration, look no further than a few of the best in the business. These pros prove that a strong personal brand doesn’t mean being “salesy”—it means being clear about who you are and how you help: 

  • Lera Kooper: Lera’s personal brand is defined by bold leadership, practical innovation, and a deep commitment to helping others expect more from their businesses. She bridges the gap between tactical financial advice and visionary growth strategy, making her a trusted partner to both entrepreneurs and forward-thinking CPA firm owners.   
  • Sean Duncan: Sean champions a future where CPAs confidently share their knowledge to guide clients toward long-term success. His brand stands out for blending deep expertise with a genuine drive to empower others, whether business owners, peers, or the next generation of accountants.  
  • Terrell Turner: Terrell’s brand is all about educating and elevating other accountants. Through his podcast, interviews, and videos, he’s positioned himself as a go-to resource for practical business advice. He’s proof that sharing your knowledge (and your personality) builds real authority and connection.  

What do they all have in common? 

They’re consistent, clear, and not afraid to show their personalities, while still aligning with professional standards. Whether inside a large firm or building their own, their brands filter in the right clients and create lasting impact.  

Make yourself visible (without spending hours on social media) 

Don't worry, you don’t have to become an influencer.   

Building a personal brand means showing up in ways that feel natural and aligned with your goals. But the right clients need to see and hear from you before they hire you.   

If you stay invisible, you stay underbooked… or worse, stuck with whoever walks through your door.   

Here’s how you can increase your visibility: 

  1. 1. Own your online presence 

a. Create a simple, professional website that clearly outlines your services, niche, and personality. 

b. Use it to highlight testimonials, certifications, or thought leadership (like blogs or videos). 

c. Make your contact process easy and consistent with how you want clients to interact with you. 

Does your site feel like a resume? You’re missing out on an opportunity to connect with clients. Instead, think of it as your digital storefront. Show visitors who you are, how you work, and what they can expect. 

  1. 2. Polish your profiles 

a. Optimize your LinkedIn profile with a compelling headline, detailed work experience, and client-focused summary. 

b. Post content that reflects your perspective, expertise, and approach to client work. 

c. Don’t be afraid to show personality. The right clients will appreciate it. 

Engage with others, comment thoughtfully on industry topics, and let people know what you stand for. Being active (not just present) helps build authority and approachability. 

  1. 3. Start conversations that attract your people 

a. Share insights, tips, or commentary on platforms where your ideal clients spend time. 

b. Join groups, podcasts, or virtual events that give you visibility without constant self-promotion. 

c. Show up consistently—not constantly—and engage with others in your space. 

You don’t have to do it all. Choose one or two platforms where you feel comfortable and where your audience spends time. Then stick with it. 

Don’t lose your identity inside a big firm 

Quick reality check: Personal branding isn’t just for solo practitioners or firm owners. In fact, it can be even more important for those working inside a larger accounting firm. 

Yes, you need to align with your firm’s brand, values, and standards. But within that, building your own professional reputation makes a real difference. Your personal brand becomes the “X factor” in how you connect with clients, how they remember you, and which clients ask for you by name. 

Here’s why it matters: 

  • Clients choose people, not just firms. They want to know who they’ll actually be working with. Your personal approach, values, and communication style can be the deciding factor.  
  • You gain leverage inside your firm. A strong reputation (internally and externally) can mean better assignments, more autonomy, and faster career growth.  
  • You attract (and keep) clients you enjoy. Even when firm policies set some boundaries, your personal brand filters in the kind of relationships you want.  

You don’t have to be a lone wolf to be memorable. Your personal brand can amplify the firm’s credibility, while making your work-life more rewarding and sustainable.  

Fire the wrong clients, guilt-free 

One of the biggest benefits of a strong personal brand? You’ll stop feeling stuck with clients who don’t respect your time, values, or process. 

When your brand is clear and your client experience is intentional, you’ll: 

  • Spot red flags early. Mismatched clients will self-select out when they see how you work. 
  • Fire gracefully. You’ll have the confidence to say no—or let go—without apology. 
  • Attract better fits. Ideal clients will see your brand and think, “Finally, someone who gets me.” 

If you dread certain client meetings or wince when their name shows up in your inbox, take that as a signal. A clear brand empowers you to replace the friction with fulfillment. 

Letting go of a misaligned client makes room for one who truly values you. And those are the clients who will refer you, stay loyal, and make your workday feel lighter. 

Branding isn’t vanity. It’s strategy 

Personal branding isn’t about likes or logos. It’s about making your life and your business better. 

When you intentionally shape how others experience your expertise, you: 

  • Work with clients who appreciate your style and values 
  • Build a practice that reflects who you are, not who you think you have to be 
  • Create space to grow sustainably, profitably, and with purpose 

So, take the time to refine your brand. Audit your current messaging, your client roster, and your online presence. Decide what kind of practice you want to build and who you want to build it with. 

Your personal brand is the bridge between the accountant you are and the firm you want. Make sure it’s working for you, not against you. 

Sponsored Content: This article is generously brought to you by one of our valued sponsors. Their support enables us to continue delivering expert insights and the latest industry trends to our dedicated community of accounting professionals.