Experience + Expertise = Success

Can you afford to waste time and money?  Far from it, your firm is likely looking at ways to cut costs.  So why put your dollars into futile marketing efforts?  You know that you must market, or watch your firm die, but isn’t there a better way than just “staying busy” in marketing?

We believe that far too many firms jump into the marketing process without a clear vision and understanding of what they want to achieve and how they are going to accomplish it.  This can translate into many thousands of dollars wasted on advertising, inadequate website design, ineffective seminars, fruitless public relations campaigns, etc.  What is a needed?  A PLAN, A PLAN! 

Strategic Marketing Plans: Basic Steps

There is truth in the statement “Failing to plan is planning to fail.”  A Strategic Marketing Plan involves several steps, including:

  • Do a “situation analysis”. Before launching into new marketing programs, take time to analyze your issues and challenges. Look at the factors causing your firm to seek new marketing initiatives.  Are your current market segments profitable?  If your previous marketing and sales efforts have been ineffective, why?  Do you need to diversify?  Is the firm in danger of collapsing without new business?
  • Select appropriate marketing techniques. Since marketing is based upon the needs and wants of your market, a single approach will not work for everyone.  While this seems obvious, too many firms fall prey to the latest fads in marketing, instead of carefully determining what will be suitable for their targeted market.  For example, a SEO (search engine optimization) campaign may be a great revenue generator for one type of firm but an abysmal failure for another.  An experienced marketing professional can help you to choose what is best.
  • Identify your most profitable markets. Far too many firms lack a clear definition of their targeted market.  For example, don’t say that all of Orange County is your targeted market.  You must be more precise.  With over 100,000 businesses and 3.2 million people in Orange County alone, most firms cannot truly serve nor market to all of Orange County.  Consider criteria such as industry, location, service needs, fee threshold, etc.
  • Establish realistic goals. Develop reasonable objectives for revenue growth, profitability, market share penetration, increased image, etc.
  • Implement your program professionally! Don’t make the mistake of choosing the right tool (e.g., seminars) but then employing it in a useless manner (i.e., cheap, low budget).  Always maintain the same high quality in your marketing as you deliver in your service or product.  Make sure that you have an adequate amount of human and financial resources to support achieving these objectives.

Need Help?

With the increasing number of competitors in your market, it is more important than ever to have a plan of attack, i.e., a Strategic Marketing Plan.  Now is a great time to plan for success.

The Specialists in CPA Marketing’s “Strategic Marketing Plans” are aimed at helping our clients improve their marketing success.  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.  Contact us to discuss developing a Strategic Marketing Plan for your firm.

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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!
  • Marketing Professionals: Our professionals are true marketing experts, not simply designers or communication majors.
  • Detail-Oriented: We make your life easier by taking care of all the details!
  • Superior Service: Our service is outstanding – great turnaround, courteous staff, excellent results.

What Clients Say

Your guidance put us on the road to success – we can’t thank you enough!

Managing Partner, CPA Firm

The Specialists in CPA Marketing™ developed a marketing plan that was tailored to our firm.  We now have a course to follow — steps to take and when to do them.  We’ve already started and it is paying dividends.

Partner, CPA Firm

Your incredible knowledge of CPA marketing is amazing.  You are exactly what we needed; too bad we didn’t hire you years ago!

Partner, CPA Firm

Without the top management-level marketing guidance of The Specialists in CPA Marketing™ our firm would not be where it is today.  Thank you!

Partner, CPA firm