Accounting Firm Marketing Services

When you’re already juggling tax deadlines and client demands, carving out time to market your accounting firm can be a tall order. This is where Professional Services Marketing (PSM) can help. We’ve provided outsourced marketing services to accounting and CPA firms throughout the Midwest and beyond for more than 25 years and are known for our easy-to-follow, four-pillared approach.

Bringing PSM on board as your firm’s outsourced marketing department is a win-win for you: you’re able to focus on what you do best while still keeping business growth and new client development a priority. There’s another benefit, too. With PSM in your corner, you get a fully staffed, highly experienced marketing department at a small percentage of what it costs to hire an in-house marketing department.

Bring Outsourced Marketing Expertise to Your Accounting Firm

When you’re clear on what you do and who you help, as well as where you’re heading and how to get there, you get results. 

PSM is a big-picture, clear thinking, practical marketing agency. We partner with you to create—and implement—a comprehensive marketing strategy that showcases your strengths, fits your schedule, and leverages your in-house resources. Think of it as a clearly defined road map that helps you launch customized marketing tactics and achieve sustainable growth. Together, we’ll lay the groundwork for a prosperous, sustainable future for you and your firm.

PSM Supports Accounting Professionals with Outsourced Marketing

Our clients include Certified Public Accountants, Tax Consultants, Enrolled Agents, Auditors, Accountants and Bookkeepers. How can we help you?

Why Is Marketing Important for Accounting Firms?

Marketing is a key ingredient for the growth of your accounting firm. Investing in marketing efforts—particularly those focused on content marketing—is critical to experiencing a steady increase in revenue for years to come. In other words, if you want to grow your firm, you can’t afford to put marketing on the back burner.

Gone are the days when word-of-mouth was the best form of advertising. In today’s content-driven, social-focused world, you must have a strong online presence to support the referrals you receive. Your accounting firm’s website is paramount; it must be both attractive and engaging, and function well as a tool for qualifying leads.

Following the Four Pillars of Marketing™, we can help you develop a custom marketing plan designed to help your firm prosper. We can also empower you and your professionals to generate business for your firm with tailor-made marketing and sales training programs and one-on-one coaching.

For an accounting marketing solution that gets results for your firm, call Kristy.

PSM partner Kristy L. Gusick has advised CPAs and accounting professionals for more than a decade. An entrepreneur herself who launched her financial services career in 1994, Kristy knows what it takes to attract and retain clients within a competitive marketplace. Leveraging the strengths of the PSM Team, she helps you with everything from establishing a brand strategy to content marketing and website development.

Ready to Reboot Your Accounting Firm’s Marketing?

Consider a PSM Accounting Services Marketing Package

If you’re looking for a way to implement marketing best practices within an action-oriented time frame, our accounting services marketing packages are for you. Each package is developed specifically for accounting firms and can be customized to include everything from name creation to website development.

Position Your Accounting Firm for Lasting Success

Consider an Ongoing Marketing Solution for Accounting Professionals

• Custom Marketing Plan
• Develop criteria for A-level clients
• Identify your unique selling points
• Determine your target audiences
• Outline your marketing strategy
• Set your goals for the year
• Take step-by-step action

Expect a clear, concise accounting marketing plan, along with a detailed road map designed to provide guidance and accountability during implementation. Depending on your needs, your plan will focus on expanding relationships with current clients, driving new revenue, increase your firm’s name recognition, and effectively communicating with your audience. Our strategic marketing plan process includes focusing on your business growth objectives, target audiences, key messages, revenue summary and goals, AND developing a tactical implementation calendar using our trademarked Four Pillars of Marketing™.

Build Momentum with Monthly Marketing Implementation

Think of PSM as your very own marketing department. Your outsourced marketing team includes a marketing director and handpicked specialists from the PSM “Dream Team” of marketing experts. Whether your marketing plan calls for graphic design, content marketing, copywriting, website design, social media, public relations, branding, advertising, surveys, referral source development, or anything else, we lead the charge so you can focus on serving your clients. We plan and facilitate monthly marketing meetings at your firm, which includes developing agendas, meeting summaries, and an implementation calendar.

We follow our Four Pillars of Marketing™ to implement your plan and will likely pursue strategies in each of the following areas: Retaining and Growing Existing Relationships, Attracting New Clients, Increasing Name Recognition and Awareness, and Creating Targeted and Effective Communications.