Accounting Firm Marketing That Helps Independent Firms Grow

Accounting firm marketing is the strategy and work that helps a CPA firm win new clients and grow with current ones. It covers positioning, brand, the website, thought leadership, campaigns in target industries, outreach to current clients, and reporting tied to revenue. For a mid-market firm, it also means deciding which industries to focus on so the budget builds real depth.

We work with independent CPA and accounting firms, usually $5 million to $50 million in revenue, from boutique practices to multi-industry regional firms. Many are growing advisory practices alongside tax, audit, and accounting work. Our team has also worked inside the Big Four and with about two dozen mid-market firms, so we have seen how firms of every size compete.

Yes. Our founder started her career at three of the Big Four, and our team has worked with accounting firms for years. We know the terminology, the business model, the metrics you manage by, and the calendar you work around, so your team spends its time on clients instead of bringing us up to speed.

Very little. Partners spend a few hours up front sharing the firm's history and goals, then review the plan. After that, we ask only for what partners alone can give, usually their expertise for articles and other thought leadership. We schedule around tax season and other busy periods.

Your marketing manager or coordinator becomes part of the team. We set the strategy and plan, they take on the work that fits their skills, and our specialists cover the rest. We also mentor and guide them, so they grow along with the program.

We begin with discovery using the M3 Momentum Model: interviews, a look at your markets and profitability, and a review of your current marketing. That leads to a go-to-market plan sized to your firm. Smaller firms typically have a plan in about six weeks, and larger firms with more markets to research take up to three months. Your marketing keeps moving while we build the plan.

Yes. Many established firms have a brand that reflects who they were decades ago. We help you define what your firm stands for today and carry that through your messaging, website, and marketing. Our work with hfco, formerly Haefele Flanagan, is a recent example.

Everything your marketing needs, from strategy and brand to content, campaigns, PR, the website, and reporting, scoped to your goals and budget. Your team is made up of full-time Marketri employees. For full logo redesigns and website development, we work with established strategic partners.

We start by identifying what makes your advisory work different. Then we help you package those services into clear offers, name them in plain terms, and take them to the industries where they fit best, including your current clients who may not know you offer them.

Engagements start at $7,500 a month for smaller, boutique firms. Fees rise as firms add service lines and target more industries, since that takes more marketing to support.