Marketing Services for CPAs

If you are a sole practitioner or work in a multi-partner firm, marketing is essential to your business. Just like the advice you give your clients, we too guide you by saying, stick to what you love and let us do what we love — marketing.

Services for CPAs and Firms

  • HubSpot Partner. The Solutions Partner Program is an ecosystem of businesses that offer marketing, sales, web design, and CRM implementation services, among others.
  • Social Media: From writing and researching posts for your social media profile(s) to scheduling them for you, our clients leave the heavy lifting up to us. We provide clients with a posting schedule based on platform best practices, e.g., Facebook, Instagram, LinkedIn, etc., that include the post, links, hashtags, and monthly reporting if desired.
  • Digital Marketing: We can create and or assist with email marketing efforts, including monthly newsletters, client emails, copyrighting, platform development and recommendations, branding, distribution, and reporting.
  • Search Engine Marketing (SEM): For many firms, the biggest marketing misstep they make is not budgeting or implementing a search engine marketing campaign. Monthly campaigns do not have to cost a lot of money–I’m talking about less than $100 per month. The goal is to determine the target market and what you want to be found for. We write the ads, set up the account, post the ads, monitor, and report. We also share recommendations with you to help improve your next campaign.
  • Search Engine Optimization (SEO): To be found online, the search engine needs to know your website exists. Without SEO, your site won’t be found organically. We can help with that. From site audits and reviews to keyword research and term placement, we provide you with the information you need to get your site found online. If you’re looking to do this yourself, we have a tip sheet to help you out.
  • Website Design & Redesign/WordPress Maintenance: Considering a new site or a redesign, we can help with that. From templated sites from GoDaddy or CPA Site Solutions to WordPress, we can help you to create a site that represents your firm in its best light. Check out some of our before and after sites; then give us a call about what you’re looking for.
  • Copy writing & editing: We know you didn’t go to school to be writers; but, we did! Need help with web pages, social media profiles, book chapters, blog content, custom content, and more, let us help you.
  • Training: Does your team need help understanding how social media works or would like some guidance on marketing best practices, we do that. If you want to bring a marketing effort in-house, let us help to train your team to be successful.
  • Video: We create custom video content for firm’s social media use. We can craft storyboards, write scripts, develop the creative, and do voice over work if needed. View a cost segregation study video sample we did for a client.

Contact Us

If you need marketing help for your firm, reach out to us. We work with clients across the country from sole practitioners to 10-partner firms.

Complete the following form, or give us a call at 201-785-7840 to discuss your needs.

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