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 how accounting firms operate, what their unique challenges are, and where they often struggle to market themselves effectively. This experience allows me to step in with a practical, strategic approach that truly moves the needle.
The $2M to $20M Sweet Spot
My typical client is a boutique CPA firm with $2 million to $20 million in revenue. This range is the sweet spot where fractional marketing brings the most value.
-
Smaller Firms ($2M – $8M): These firms don’t need a full-time marketing director. What they need is someone with senior-level experience who can give them focused attention—without the overhead of a full-time salary. That’s exactly where I come in. They get the benefit of my 20 years of industry knowledge, without paying for a role they don’t fully need yet.
-
Larger Firms ($10M – $25M): For firms closer to the $20-25 million mark, they often have a small in-house marketing team. Sometimes it’s just one person managing everything from newsletters to events to social media. It can get lonely and overwhelming. I love partnering with these teams as a sounding board, strategist, and collaborator. We each bring different strengths to the table, and together, we get more done—better.
Why Fractional Marketing Works So Well for CPA Firms
Marketing for accounting firms isn’t like marketing a product. It requires understanding the nuances of the profession: the services, the client relationships, the compliance considerations, and the long sales cycles. Because of my in-house experience, I understand:
-
How to position a CPA firm as a trusted advisor, not just a tax preparer.
-
How to leverage thought leadership to build credibility.
-
How to generate quality leads without wasting time on strategies that don’t fit the industry.
Being fractional allows me to adapt to what each firm needs, whether that’s building a strategic plan, guiding content development, mentoring the in-house team, or simply being the person who “gets it” when no one else in the firm does.
Let’s Talk
Curious how a fractional marketing director could help your firm? Whether you’re looking for senior-level strategy without a full-time hire, or a partner to collaborate with your existing team, I’d love to connect and share how this model works.
Let’s have a conversation.
