Accounting Marketing
By: Sarah Johnson Dobek Key Takeaways AI is not about doing more marketing faster, but about creating the capacity to focus on the work that actually contributes to growth The firms seeing the most meaningful results are using AI to improve clarity, alignment, and follow-through, rather than simply increasing content output Starting small and focusing on execution bottlenecks allows marketing…
By: Katie Renelt and Micayla Back Executive Summary AI search tools are reshaping how people find information online, which is driving website traffic across most industries. For accounting firms, visibility now depends not only on traditional search rankings but on being included in AI-generated answers. To earn those placements, firms need content that is factual, structured,…
By: Katie Renelt Key Points Marketing helps accounting firms build strong employer brands that resonate with top talent. Strategic content, social media, and employee advocacy allow firms to reach and influence passive candidates. Marketers bring tools, technology, and messaging discipline that strengthen recruitment results and candidate trust. Why Should Accounting Firms Use Marketing in Recruitment?…
Written by: Sarah Johnson Dobek Key Points Market research helps firms make confident, evidence-based decisions about clients, competitors, and market opportunities. Combining different types of research—primary, secondary, qualitative, and quantitative—provides a complete view of the market. When marketers lead the research process, insights translate directly into strategies that strengthen growth and differentiation. What Is Market…
Written by: Sarah Johnson Dobek Key Points A Chief Growth Officer (CGO) function aligns strategy, marketing, sales, and client experience to drive measurable, sustainable firm growth. Mid-sized firms benefit by assigning growth ownership—even without the CGO title—through clear roles, shared KPIs, and cross-functional alignment. CGOs focus on the full client journey, ensuring that onboarding, service…
By: Katie Renelt, Senior Client Advisor Key Points In-person events are regaining traction as one of the most effective lead-generation tools for accounting firms in 2025. Strategic preparation, clear role alignment, and timely post-event debrief maximize ROI and strengthen brand visibility. Marketing professionals serve as an event catalyst, turning every interaction into an opportunity for…
Key Points Outsourced marketing gives accounting firms access to specialized expertise, scalability, and modern tools without the cost of hiring in-house teams. Delegating marketing allows firms to focus on core services like accounting and advisory while maintaining consistent, high-quality brand execution. Partnering with marketing professionals who understand the accounting industry drives more effective growth strategies…
Strategic Selling Within Your Client Base: The Key to Launching & Growing New Services in Accounting
Key Points The best opportunities for new service growth often begin within your existing client base. Internal alignment and firmwide buy-in are critical to launching new offerings successfully. Starting internally allows firms to refine pricing, delivery, and positioning before expanding to new markets. In accounting, like in any business, companies always want to offer…
Key Points One-size-fits-all marketing falls short in today’s competitive accounting landscape. Tailored strategies align your firm’s brand, goals, and audience for more meaningful growth. Custom marketing strengthens differentiation, positioning your firm as the ideal solution for its target market. In the highly competitive accounting world, where every firm boasts its unique blend of talent,…
