When I first started my career in CPA firm marketing back in 2007, I joined the Association for Accounting Marketing (AAM). I was in-house at a CPA firm for nearly 11 years, and being part of AAM introduced me to a community of smart, creative marketers who understood the unique dynamics of accounting firms. Over […]
If you’re still writing your website content and blog posts as though only humans are reading them, it’s time to shift your strategy. In 2025, your audience includes both people and AI. And if you’re a marketing agency working with law firms, CPAs, or financial advisors (like me), your content must now be designed to
After 20+ years in the marketing world, much of it spent in the accounting industry, I can confidently say: fractional marketing is my favorite role yet. For the past four years, I’ve been working with CPA firms as their fractional marketing director. Before that, I spent 11 years in-house at a CPA firm. I know
The Busy Season is Over—But You’re Still Buried. Here’s Why Marketing Matters Most Right Now If you’re like me, there are months where you look at your workload and think:“How am I going to get it all done?”You wonder if you’ve taken on too much. You’re buried in client work. The overwhelm creeps in. And
If there’s one thing I’ve learned in nearly four years of running my own marketing and business development firm, it’s this: nothing grows a professional services business—CPA firm, law firm, or otherwise—like long-term relationships and consistently delivering value through high-quality work. Digital Marketing Works… But It’s Not Everything Sure, I help clients build their digital
If you’ve spent time and money on your website but feel like you’re not getting the return on investment, you’re not alone. Many professional services firms, especially those in competitive markets like CPA firm marketing, SEO for professional services firms, and boutique law firm websites, are facing the same challenge: visibility without engagement. In other
Last week, I had a conversation with a potential new CPA firm client. Over the past 15 years, they’ve experienced incredible growth and built a highly successful practice. While their branding has understandably taken a backseat (which is where I come in), what struck me most wasn’t their growth—it was how they’ve managed to achieve
If you run a financial services firm, law firm, CPA practice, or any other professional services business, you’ve likely spent years building your reputation through networking, referrals, and word-of-mouth. While those efforts are invaluable, they also come with a limit—there are only so many events you can attend, lunches you can schedule, and hours in
Doing good work is incredibly rewarding, and sometimes, the impact of strategic branding changes can be immediate. I recently engaged with a new client who is truly great at what they do—right in my niche of who I can help. Like many professionals, marketing isn’t their expertise, but they knew they needed to refine their
I always love the possibility a new year brings. After a busy holiday season and much-needed travel time out of the office, I feel refreshed and ready to hit the ground running! As we enter the new year, I’ve noticed that many of my clients share this mindset. With that comes a surge of questions—where
