Finally, a marketing firm that understands CPAs!
Part-Time Director of Marketing™
On a monthly retainer contract (non-employee) basis, we provide hands-on management and implementation of your marketing objectives, at a fraction of the cost of a full-time employee. This is as an alternative or supplement to an internal marketing department.
Marketing Planning & Analysis
Through our unique process, clients are able to be improve the effectiveness of their marketing efforts, while appropriately managing the use of human and financial resources. Our goal is to help you work smarter, not harder.
Business Development
Training, personal coaching, partner retreats, business development meetings, tracking systems, and more! We help to get your sales program in gear.
Digital Marketing
Are your internet marketing efforts a disjointed mess? If so, our affiliate company Exemplar Digital Marketing offers a solution to your dilemma: Integrated Internet Marketing. Our goal is to bring all of your internet marketing efforts together into a combined, effective and cohesive campaign!
Branding & Positioning
Whether you need effective text written, strategic guidance on how to differentiate your firm, or an eye-catching logo, The Specialists in CPA Marketing™ provides the full range of capabilities that you need.
Recent News
Resuming Business Operations:
Is Your Website Ready to Perform?
Now that Gov. Newsom has announced California could be just weeks away from modifying stay-at-home orders, it is time to develop key action steps to move your firm forward and re-establish itself in the marketplace. [...]
“CPA Marketing News” – Strategic Planning for Success in 2nd Half of 2020 — Weekly Marketing Resources during COVID-19
Our latest issue of “CPA Marketing News” has just been published. Excerpt: As we navigate the COVID-19 environment, your marketing activities need to adapt. It is crucial to have a clear perspective on the future, identifying [...]
“CPA Marketing News” – Coping with Adversity – Leadership Concepts During COVID-19
Our latest issue of “CPA Marketing News” has just been published. Excerpt: During a recent consultation, a client asked how I was handling all of the COVID-19 crisis issues. As we talked further and reviewed different strategies, [...]