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 […]
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
After spending over 10 years in-house at a CPA firm, I learned the inner workings of the accounting world—how to balance the need for marketing and business development with a team that might not always be fully invested in the process. This experience helped me understand that, for most firms under $5 million in revenue,
As an accounting firm, marketing might not be your primary focus, but it’s essential for growth. If you’re considering bringing in marketing expertise, a fractional Chief Marketing Officer (CMO) could be the perfect solution. But how do you know if a fractional CMO is right for your firm? Let’s explore some key indicators and the