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, hiring a full-time marketing person simply doesn’t make sense. That’s where I come in.
Pathos: Understanding Your Needs
As an accounting firm owner, you got into this business for a reason. You wanted to help people with their finances, navigate tax complexities, and provide valuable advisory services. Marketing? It’s probably not your passion. The weight of marketing shouldn’t take you away from your core expertise. Working with me as a fractional CMO lets you focus on what matters most—your clients—while I handle the heavy lifting. Whether you’re tired of managing a lower-level marketing person or need someone to bring fresh ideas, I’m here to relieve that pressure and get things done right.
Ethos: Trust Built on Experience
With over a decade of experience in-house at a CPA firm, I’ve been in your shoes. I’ve seen firsthand the challenges accounting firms face regarding business development and marketing. From creating differentiators to focusing on niche areas and consistently posting blogs and social media content, I’ve developed systems that save time and deliver results. You can trust that I know what works because I’ve done it all before—successfully.
Logos: Practical Solutions for Growing Firms
For most firms, the decision to bring on a fractional CMO boils down to practicality and efficiency. If you’re feeling stretched thin, it’s likely time to delegate the marketing to someone who already has the systems in place to help your firm grow. Here are three signs it might be time to consider working with someone like me:
- You want to focus on why you got into this business. Let me handle the marketing while you get back to doing what you love.
- You’ve had a lower-level marketing person, but it’s not enough. Managing them is just another task on your plate. I can do the heavy lifting, and if you like them, I’ll even train them to keep things running smoothly.
- You’re planning for long-term growth. If you’re serious about growing your firm and plan to be in business for the long haul, planting the seeds now will lead to a thriving firm that pays dividends for years.
In my experience, marketing for accounting firms is about consistency, creating niche-focused content, and building a standout brand. A fractional CMO like me makes that possible without the overhead of a full-time hire.