PACKAGE: Accountant Marketing Services
Attract the Right Clients, Evelvate Your Reputation, & Build a Growth Engine
Marketing for accountants requires more than just visibility, it demands trust. Our Accountant Marketing Services are designed to help firms like yours build brand authority, generate qualified leads, and convert one-time clients into long-term relationships..
If you’re ready to stop relying on referrals alone and start growing your practice with strategic, scalable marketing, this service is for you.
ACCOUNTANT-CENTRIC STRATEGY
We understand the unique nature of accounting services, trust-driven, deadline-sensitive, and highly regulated. Our strategies are designed to clarify your value, differentiate your offerings, and attract clients who align with your strengths.
MULTI-CHANNEL VISIBILITY
From local SEO and educational webinars to social proof and client referrals, we create marketing systems that increase awareness and build authority across all stages of the client journey, from search to sign-on.
GROWTH ACROSS SERVICE LINES
Whether you’re scaling tax prep services, expanding CFO offerings, or launching a niche vertical, we help build brand consistency and generate ROI across your portfolio without sacrificing compliance or credibility.
Book a Free Consultation
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You Know How Your Current Marketing Isn’t Attracting The Right Accounting Clients?
Instead of suffering through:
Inconsistent lead flow & reliant on seasonal traffic
Difficulty standing out in a saturated market
Over-dependence on word-of-mouth referrals that are hard to scale
…Why not have us:
Build a marketing strategy tailored to your firm
Create educational, conversion-optimized content
Create multi-channel campaigns to attract, nurture, and convert clients year-round
…That’s Our Accountant Marketing Service
Our Clients Communicate in Bursts…Because We Keep Them So Busy
“Eddie – Our CMO, “The Money Man”
You bring in the clients and build the infrastructure to keep them here. The client hub and HubSpot system your team created this season transformed how we operate—simplifying our process and boosting our response time across the board. You are a visionary and a closer.”
SaaS CEO
“Good Morning, Eddie. I am carving out some time today to work on your stuff. I appreciate all you’re doing. It’s all your fault I’m so busy. We currently have 20 trailers that are in the production phase!”
Specialty Equipment Startup Founder
“Hey Professor, I’m underwater right now with consults, operations and project mgmt but I want to make sure this gets prioritized and will get those deliverables to you asap…We need to look into a strategic hire sooner than later, I am overwhelmed. You’ve got our digital presence humming with a steady flow of inbounds, WHICH I LOVE, & I want to make sure we grow in a controlled way; so important to keep our level of service consistently 5-Star. Talk soon!”
Landscape Design CEO
Lots of Success for a Company Founded in Late 2022
FRANCHISOR
Before:
1 $75k franchisee deal per quarter. $300k/year.
After:
$30M in inbound franchisee deal flow in 6 months. Over 100 deals just off SEO.
SAAS
Before:
10% annualized revenue growth.
After:
5X’d revenue in 6 months. Shut off all paid advertising before the end of “the season” so staff could catch up.
SPECIALTY EQUIPMENT
Before:
Prototype with no sales.
After:
$8M inbound pipe within 3 months (of existence). The only iconic brand in its space.
SPECIALTY ACCOUNTING SERVICES
Before:
Despite two agencies on retainer, no inbound deal flow over 12-year period.
After:
1st inbound deal within a month. Running at >2/week in year 2.
What Accountant Marketing Services Do We Provide?
We analyze your company and drive growth via…
Brand Strategy & Identity
Website Design & Development
Social Media Management
Paid Media Advertising
Search Engine Optimization (SEO)
Content Marketingt
Email Marketing
Marketing Analytics & Reporting
We manage tasks transparently via shared project management boards and provide as much automated and custom reporting as required.
We keep management in the loop at all times and employees on-task and growing their skills.
How We Help
Emerging Firms
Problem:
You’re just getting started and trying to build a client base while juggling billable work.
Solution:
We build a starter marketing engine including the fundamentals such as website, SEO, lead generation, and foundational content to help you attract your first 50–100 clients.
Results:
A scalable marketing foundation, a trusted digital presence, and a system that brings in the right clients without constant outreach.
Growing Firms
Problem:
Your firm is well-established, but growth is uneven across service lines and client acquisition feels reactive.
Solution:
We build unified messaging, run personalized, targeted campaigns for underperforming segments, and help your firm own a niche in your local or regional market.
Results:
Smarter growth, steadier lead flow, and a brand that feels like a market leader, not just another accounting shop.
Advisory-Focused Firms
Problem:
You’re shifting toward high-margin services (like fractional CFO or advisory), but your marketing still speaks to tax season.
Solution:
We reposition your brand, build out educational content, and run nurture sequences that elevate your firm from vendor to strategic partner.
Results:
Higher-value clients, stronger recurring revenue, and a marketing system aligned with the future of your firm, not just tax deadlines.
How Would You Like to Work with Us?
We’re comfortable across the spectrum.
*Yes, we help marketing agencies, too, and promise not to let anyone know that we helped yours.
Mainstreet to Cutting-Edge Corner Companies Globally Love Our Coaching Approach to Marketing…
Distributed storage.
WEB3
San Francisco
BBQ food boxes.
E-COMMERCE
Atlanta
Lifestyle agency.
AGENCY
New York
Global art platform.
SAAS
Atlanta
QA boot camp.
E-LEARNING
Los Angeles
Accounting services.
PROF SERVICES
Luxembourg
Music platform.
SAAS
Reno
Apprenticeship platform.
SAAS/EDTECH/HRTECH
Miami
Credits & incentives.
PROF SERVICES
5 US Offices
CAD marketplace.
SAAS/MARKETPLACE
Seattle
Fitness CRM.
SAAS/FITTECH
Dubai
Crypto fashion.
E-COMMERCE
Atlanta
Screening platform.
HRTECH
New York City
Services franchisor.
FRANCHISOR
USA/CAN
Custom equipment.
EQUIPMENT
Utah
Review platform.
E-COMMERCE
Atlanta
Corporate art.
SAAS
Atlanta
Decor & lifestyle boutique.
E-COMMERCE
Utah
Fabrication and manufacturing.
FABRICATION
Michigan
Hot tub retailer.
E-COMMERCE
Utah
Performance water bottles.
E-COMMERCE
Vermont
Custom equipment.
EQUIPMENT
Utah
Computer science education.
ED-TECH/CONSULTING
Miami
Get the Marketing Support That Matches Your Firm’s Ambition
Accountant Marketing Services Aligned to Your Current Goals
Looking for a marketing partner who understands compliance, trust-based sales, and the subtle psychology of accounting clients?
We don’t do gimmicks. We build smart, trustworthy marketing systems that help firms grow in ways that make sense for your services, values, and client relationships. Whether you’re looking to modernize your practice or launch a new growth phase, we’re here to help you show up like the expert you are.
Brand Strategy & Identity
Would you love your brand to feel as strong on the outside as it is on the inside? Maybe you’re overdue for a refresh that reflects who you are now?
We help businesses uncover their unique voice and position in the market. Our team develops comprehensive brand strategies that connect emotionally with your audience and stand the test of time. From logo design to tone of voice, every element works in harmony to build recognition and trust.
With a strong brand identity, you’ll create memorable experiences that drive customer loyalty. Whether you’re launching a new brand or refreshing an existing one, we ensure every touchpoint reflects your mission, vision, and values.
Website Design & Development
Is your website truly working for you or just taking up space online? Maybe it’s time for a platform that converts, not just one that looks good.
Your website is often the first impression customers have of your business, let’s make it count. We design visually stunning, mobile-responsive websites that balance aesthetics with function.
From wireframes to final launch, our process ensures your site not only looks great but also performs across devices. Whether you need e-commerce capabilities or lead-generation landing pages, we build to deliver measurable business results.
Social Media Management
Would you love to turn likes into leads and followers into customers? Maybe your social strategy needs structure, consistency, and some spark?
We transform your social presence into a strategic growth engine. Our experts craft platform-specific content calendars, manage community interactions, and align campaigns with your broader marketing goals.
Through consistent branding and data-driven insights, we help boost engagement, build loyal followers, and drive conversions. From Instagram to LinkedIn, we speak the language of your audience where they already are.
Paid Media Advertising
Are you spending money on ads without seeing real results? Maybe your campaigns need a smarter strategy and a partner who treats your budget like their own.
We create high-impact ad campaigns that put your brand in front of the right audience at the right time. Whether it’s Google Ads, Meta, or display networks, we manage the entire funnel, from copywriting to conversion tracking.
Our approach blends creative flair with performance testing and budget optimization to ensure every dollar works harder. Expect more qualified leads and better ROI across platforms.
Search Engine Optimization (SEO)
Would you love to be the first name people find when they search for what you offer? Maybe all you need is a plan that finally gets Google on your side?
If you’re not on the first page, you’re missing opportunities. We help you rise in search rankings through a blend of technical optimization, keyword strategy, and high-quality content development.
Our SEO strategies are tailored to your industry and audience, ensuring you’re visible to those who matter most. The result? Long-term growth in organic traffic and increased brand authority.
Content Marketing
Would you love content that moves the needle, not just fills a calendar? Maybe your team just needs a steady stream of stories worth sharing?
Great content builds trust and drives action. We create blog posts, white papers, videos, and more to fuel your funnel and establish thought leadership. Every asset is strategically designed to inform, engage, and convert.
From ideation through distribution, we manage the full content lifecycle, ensuring your voice is consistent and valuable across all channels. Let your expertise shine with content that moves people and positive metrics.
Many firms can’t connect marketing with revenue. When they complete our recommendations, they’re often seeing 2-4X revenue improvement within a quarter and accelerating from there.
How Do You Find Out if Our Accountant Marketing Services Are Right for You?
Step #1: Let’s discuss your needs (Free). Together, we’ll explore:
Your product or service
Your current challenges
Your team & their capabilities
Your goals
Step #2: We’ll give you a quote expressed in $’s/week and hours/week.
Step #3: We integrate with your team and set up shared task (Trello) and KPI monitoring (CRM, etc.).
Step #4: Watch your results grow week on week.
Ready to Find Out if Our Accountant Marketing Services Are Right for You?
Book a Free Consultation:
*Yes, you are welcome to bring real problems to the call. We encourage that. Please share them prior and we can even record the call if you like.
If we don’t think we can give you a dramatic return on investment, we’ll decline your project.
And we’ll tell you why.
Ways We Drive Growth
We analyze your company, get to know your team & systems, and provide…
Audience Research
Positioning/ Messaging
Rebranding/ Branding
Marketing Automation
Sales Automation
Marketing Team Management
High-Ticket Closing
Sales Team Management
Biz Dev/Partner Acquisition
Agency Management
Technology Management
Management Analytics
How Are Accountant Marketing Services Delivered?
We act as an extension of your team, whether you’re a solo CPA, multi-partner firm, or niche advisory practice.
Many businesses can create effective marketing strategies and execution without ever needing a full-time marketing team.
We’ll help you develop strategy, execute campaigns, and stay focused on what matters: serving your clients and growing your business.
“SFP was instrumental in helping my team reimagine our product’s marketing strategy, helping us extract a compelling story to help fuel our sales funnels.
Starting with a detailed audit of our existing GTM strategy, Eddie offered great insight from his decades of experience.
The value greatly exceeded the costs of his service. I look forward to his guidance as we continue to grow! He’s also just a great guy!”
Ryan Johnson, CEO – Cymasphere
Global music composition SaaS
THE PROBLEM
Adding an Executive-Level, Full-Time Employee Is a Big Leap for Many Companies
Particularly if Growth Is Lackluster
Marketing Team…
Too Much to Do, Not Enough Time
You’re managing deadlines, seasonal spikes, and shifting service priorities with limited bandwidth to build a system that drives growth. We provide that system, and the expertise to run it.
Partners & Principles…
Know the Goals, But Marketing Isn’t Achieving Them
You need sustainable revenue, strategic clients, and differentiation in a crowded market. We translate your goals into marketing programs that actually deliver with measurable ROI.
Our Accountant Marketing Experts Are Ready to Put Your Mind at Ease & Your Company on a Path to Growth
Our seasoned marketing executives bring their expertise to the table to lead marketing, partner with sales and provide your senior leadership team with the reporting to show progress toward revenue goals.
We hired SFP because our e-commerce go-to-market was not working. We had a beautiful website and two marketing agencies working for us with no growth and negative ROI after 10 months. While we had lots of meetings filled with “creativity” and buzzwords, as far as we could tell there was no strategy to get positive ROI in the future.
SFP’s deep dive helped us understand how a digital marketing sales funnel works and what specific actions to take to get a repeatable/scalable digital marketing funnel going. They also spoke to us in terms we could understand as non-technical marketers and gave us a lot more confidence in what KPIs we should care about on an ongoing basis.
We highly recommend SFP’s services as a group that understands the big picture and can develop a true strategy. We will be calling on them to help us manage various strategic initiatives in the future.
Other Wins: Brand story clarified & enhanced, sales ops efficiency increased, analytics capabilities amplified, marketing & sales accountability systems implemented, affiliate channel built, inbound wholesale channel built.
Brad Coolidge
Founder & Head Chef
Piedmont BBQ Co.
Gourmet, “heat & eat” BBQ boxes shipped nationwide (USA market).
CMO Services Provided:
Top-of-Funnel: Laser-targeted, attention-grabbing headlines & supporting copy: Organic Search, Paid Search, Social Posts (Instagram, Facebook, LinkedIn, Affiliates)
Mid-Funnel: Clear, concise, trust-building copy & design: High-Conversion Landing Pages (Shopify)
Bottom of Funnel: Logical product organization with mouth-watering descriptions & incentives to buy now: Shopify Products & Checkout
Re-Sell/Up-Sell: Long-term relationship-building & further educating about value prop: Newsletter (Hubspot), Retargeting (Google)
