Digital Strategy & Audit

We don’t believe you should use technology just because it’s available. We help you to evaluate your goals and current activities and then harmonize them with the digital tools available. We’ll guide you in determining when, how and where social media should be integrated into your marketing and business development activities.

What We Do

We begin a digital audit by determining what digital channels you already use and how they fit with your overall growth strategy and objectives.  We facilitate planning sessions with key stakeholders who are involved or may be involved in the implementation of your digital strategy.  During these sessions, we review research on your target markets and growth goals. As an objective third party, we can help you gain perspective on your approach, processes, activities and effectiveness. The following is often included in our analysis:

  • Website content and analytics, including Search Engine Optimization (SEO)
  • Social media sites, content and policies
  • Email marketing software and campaigns
  • Other systems that support practice management and billing

Next, we compare your digital marketing to best practices in the accounting profession, paying particular attention to comparable goals, firm size and brand strategy. We review your existing efforts and social accounting, evaluate your results and then provide a clear set of recommendations for taking your efforts to the next level.  When your digital audit is complete, we deliver the following:

  • Marketplace comparison
  • Key factors impacting your digital strategy
  • Organizational and process analysis
  • Observations and trends
  • Recommendations

We help to document your digital strategy and explain how to integrate your digital strategy into your overall marketing efforts.  We can provide additional implementation and training to whatever level is necessary.  Our digital audit can be done as a stand-alone project, or as part of a Growth Audit or Growth Plan Implementation program.

For more information on how to get started or program costs, please contact us.


 “We engaged Sarah in 2013 to conduct a digital marketing audit for our firm. Her report and subsequent recommendations were invaluable. I recommend Sarah to any firm interested in elevating their digital marketing presence. Hands down, Sarah is THE go-to person for digital marketing in the accounting industry space.”

– Jennifer Moore
Director of Marketing
Katz Sapper Miller