Has your firm implemented a marketing and sales strategy that ensures a continuous flow of new quality clients and retains current clients?
Do you regularly increase the volume of new business from your clients and referral sources?
Do you gain your share of highly profitable work?
Are your firm’s services creating value for your clients? Will your clients agree?
Does your marketing strategy differentiate you from your competition?
Are you spending an effective amount of time and money on your marketing activities?
Are you continually competing on price?

Marketing Your Future

To ensure your firm’s long-term growth, strategic marketing plans must be implemented in collaboration with practice management and human capital objectives. Accountants Advisory Group’s unique and integrated approach allows us to establish practical business development goals and effective marketing programs that support your firm’s strategic direction.

Our experienced professionals work closely with CPAs to develop and implement targeted marketing programs that create marketing cultures and ensure long-term firm profitability and success. We create customized plans based on the results of a “marketing inventory,” through which we analyze many internal and external factors of your firm. We coach individuals and teams on an ongoing basis to develop, implement and monitor personal and niche marketing plans.

The Practice Development Program

Our team of experienced accounting marketing professionals assists CPA firms:

Expand service offerings to existing clients;
Target and qualify prospective clients; and
Develop and track relationships with referral sources.

Accountants Advisory Group’s Marketing Program includes a full range of marketing services:

Firm, niche and personal marketing goals, plans and budgets;
Internal and external marketing communications programs;
Advertising and public relations programs including articles and speaking engagements;
Market research activities and strategies;

Custom marketing brochures, Web sites and promotional materials;

Sales training, new business development skills and proposal assistance;
Event planning, including client receptions, networking functions and seminars; and
Marketing database, contact relationship management and information systems.

Accountants Advisory Group will regularly monitor and assess your marketing plans and systems, measure the results of your marketing activities and efforts, and perform updates as necessary to ensure that your firm maintains its marketing momentum – for maximum external and internal success.

Nancy A. Damato is Director of Accountants Advisory Group’s Marketing Program. Please click here to read Nancy’s biography.