Strategy, Training, Coaching – and more!

Should more of your personnel become involved in marketing?  If so, how can their time and efforts be maximized?  Are all your partners carrying their weight?  These questions are faced by our clients on a regular basis.    The Specialists in CPA Marketing™ adds value to this process, offering years of experience in helping clients to maximize individual marketing efforts.  Our assistance includes:

Rainmaker & Business Development Training
Do your personnel need to improve their skills in generating new business?  If so, The Specialists in CPA Marketing™ ‘s “Rainmaker & Business Development Training” may be the solution for your firm.  We offer numerous workshops on a variety of topics, covering everything your professionals need to know to get started, networking to professional selling skills.  These training sessions are provided at your offices.

Business Development Meetings
We can either lead and/or organize your practice development meetings, helping clients to maximize this time commitment.

Partner Retreat Facilitator
Whether as the retreat facilitator (i.e., when it is appropriate to have a third-party lead the retreat) or as a instructor or leader for a certain portion of the retreat, we can help to make your retreat successful.

Performance Evaluation & Compensation Systems  
Motivation is a key to any individual’s marketing efforts.  For many of our clients, this necessitates a revamping of existing performance evaluation and compensation systems.  It also requires a careful assessment of firm cultural change issues, and tactful implementation of the program, so as to provide a positive response and enthusiastic acceptance of the new systems.

Accountability & Tracking Systems 
We develop systematic approaches to manage your personnel’s marketing efforts, helping them to be consistent and more productive.

Alignment with Firm Strategy
We believe that your personnel will be significantly more productive if their marketing efforts are tied in with firm-wide marketing goals and strategies.  We work closely with our clients to maximize this crucial interrelationship.

Personal Marketing Plans
CPAs generally have little time available for marketing efforts, so it better be used wisely.  Through our unique process, individuals are able to be improve the effectiveness of their marketing efforts, while appropriately managing the use of their time and financial resources.  Our goal is to help you work smarter, not harder.

Personal Marketing Coaching
We work with you on an individual, personalized basis to improve your success rate in sales calls, targeting prospective clients, presentation skills, personal branding, and more.

Seeking new heights for your marketing?™

Why Choose Us

  • CPA Marketing Experts: We understand how to market CPAs, from the smallest to the largest firms, as few others do!
  • Full-Range of Services: We’re your one-stop-shop for CPA marketing!
  • Business Strategy: The Specialists in CPA Marketing™ offers an unmatched ability to blend strategy with the selection of marketing tools.
  • BD Focus: Our business development expertise is critical to our success!  We don’t just create “pretty designs” – we help generate new business for you!
  • Detail-Oriented: We make your life easier by taking care of all the details!
  • Marketing Professionals: Our professionals are true marketing experts, not simply designers or communication majors.
  • Superior Service: Our service is outstanding – great turnaround, courteous staff, excellent results.

What Clients Say

Thank you for your contribution and efforts towards our success. We are grateful. You do excellent work.
Managing Partner, CPA Firm
“The targeted marketing program that you did for our firm has paid off beyond measure. It helped us gain several major new clients, add personnel and grow significantly. I just wish we would have hired you sooner!”
Partner, CPA Firm
The training that you’ve done for our firm over the years has obviously paid off. Several of the managers that you trained and coached are now partners, due in no small part to your guidance.
Partner, CPA Firm