Marketing Strategy, Planning + Project Management
Starting with the end in mind, we help accountants and financial consultants assess their current marketing tactics and ideate new ideas. Strategy and planning might include firmwide or practice specific goals. As part of the process, we can interview clients, referral sources, employees or other stakeholders to gauge market perceptions. We often research the competitive landscape to help firms find their unique voice for branding and messaging, articulate their value proposition and build marketing communications plans that support specific firm growth goals. From planning and pacing to placement and production, we’re here to help you make your mark.
- Marketing action plans
- Content development
- Brand refresh
- Website redesign
- Advertising campaigns
- Brochures and marketing collateral
- Newsletters and direct mail
- Email and digital marketing
- Social media management
- Marketing copywriting
The Team, Your Way
We seamlessly integrate with your internal resources to right-size our support. Team of “one” solo practitioner who needs advice or tactical support on specific projects? Large marketing department with established relationships for web developers, photographers, videographers, graphic designers and even other PR firms? We play well with others, whether you have a team in place or need us to help you build one out. We plug in to your organization with the goal of keeping your marketing and communications engine running smoothly.
Fractional Marketing Department
Have a team member going on leave? Not large enough to warrant a full time Chief Marketing Officer? When firms find themselves short on marketing staffing, we can step in to supplement resources and keep your marketing plans moving forward.