In today’s competitive landscape, accounting firms are expected to do more than provide solid tax and advisory services—they need to stand out, build trust, and generate consistent new business. The challenge is that most firms under $5 million in revenue don’t have the resources or the need for a full-time Chief Marketing Officer. That’s where […]
Why a Fractional CMO Can Be a Smart Move for Accounting Firms Read More »
September is a critical month for CPAs. The personal tax return deadline has just passed, and the corporate deadline is only a month away. In the middle of deadlines and extensions, it’s easy to push marketing to the back burner. But this window—before year-end planning begins—is actually the perfect time to organize your CPA firm’s
CPA Firm Marketing: Why September Is the Perfect Time to Refocus Read More »
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
Full Circle: Why I’m Thrilled to Be Back in the Association for Accounting Marketing Read More »
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
Why Writing for AI Is the New SEO Strategy for Professional Services Firms Read More »
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
Why I Love Being a Fractional Marketing Partner for Accounting Firms Read More »
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
Relationships First: The Real Secret to Growing Your Professional Services Firm Read More »
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
The Power of a Cohesive Brand: How Small Tweaks Led to Big Results Read More »
Introduction In today’s competitive market, content marketing is more than just a buzzword—it’s a powerful strategy for accounting firms looking to attract new clients and retain existing ones. By sharing valuable insights, accounting firms can showcase their expertise, build trust with potential clients, and position themselves as trusted financial advisors. Here’s how accounting firms can
Content Marketing for Accounting Firms: Strategies to Attract and Retain Clients Read More »
