Marketing plans for accounting firms are important. In fact, leading firms are 14 times more likely to follow an accounting firm marketing plan. Your marketing plan is your roadmap, which:

  • Identifies who is responsible for doing what by when.
  • Helps you focus your time and budget.
  • Includes SMART goals along with specific action steps for achievement.

Ask yourself: Where are we now? Where do we want to go? How do we get there?

If you need help to answer these questions click the button below. I can help you create your CPA firm marketing plan. Then, I can provide assistance in implementing specific projects or serving as your firm’s virtual marketing professional.

CTA-Marketing Plans

In the meantime, enjoy the complementary downloads below and my published articles. Consider buying my book, The 90-Day Marketing Plan for CPA Firms: How to Create Your Roadmap for Your Firm’s Growth. It includes practical step-by-step instructions, worksheets, examples, real-life case studies, and exclusive research findings to show accounting firms of any size or shape how to create a reliable roadmap for growth in only 13 weeks. The book also includes an extensive glossary, bibliography, and an appendix of forms and worksheets, which are also downloadable.

Complimentary Downloads:









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Published articles regarding creating marketing plans for accounting firms, development & implementation:

June 2021 – Is a Niche Marketing Strategy Possible for Small Firms? Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and need solutions from CPAs and accountants with specialized knowledge of their industries.

April 2008 – Expand Your Horizons: Niche Marketing Success Stories, Journal of Accountancy, Niche marketing has become a successful strategy for many CPA firms because it identifies target markets and resources, distinguishes a CPA firm from the competition and generates higher profit margins. This article will provide you with the keys to successful niche marketing as well as niche marketing success stories.

June 2007 – Manage Marketing with a Budget, CPA Practice Management Forum – Partners continue to demand a return on marketing investment. This article is helpful to both veterans and budget first-timers.

August 2006 – Practice Profile: Spotlight on All Assets and Aspects of a Business, Practical Accountant – A profile of a Capstone Marketing client, Tauber & Balser, P.C.

June 2006 – Think Strategically: Align Marketing Efforts with Firm’s Vision and Goals, Written or Otherwise, CPA Practice Management Forum – Strategic marketing is about aligning marketing efforts to the firm’s overall goals and initiatives. Read this article and learn from several marketing and sales professionals.

December 2005 – Seminar Best Practices: Careful Thought, Attention to Details Make for Successful Events, CPA Practice Management Forum – This article includes advice on planning and follow up from marketing specialists.

May 2005 – Putting Your Best Face Forward, Accountants Media Group Special Report – The top three marketing tools that generate the most leads for CPA firms are networking, mixers with referral sources, and seminars. Learn more about each of these marketing tools.

November 2001 – Partner Goals Inspire Firm Marketing, CPA Marketing Report – This article focuses on a Capstone Marketing client, Porter Keadle Moore, and the launch of the firm’s first marketing program.