We were recently hired by a newly-forming CPA firm.  Of course, they had developed concepts of what services would be offered and what their firm culture would be like but they needed our help in all aspects of marketing the firm.  They wanted it professionally-managed from the beginning, since they realized that it needed to be done right or else their image could be damaged.

Key Marketing Steps

The Specialists in CPA Marketing developed their branding program, which emphasized the firm’s key strengths and unique characteristics that would help it stand out in the market.  A professional, striking logo was developed, along with stationery materials.

We built their website in all respects, including writing the content, designing the site, launching it and promoting it to search engines.  The firm also wanted a series of brochures in print and e-formats, which we created along with cover letters to send to their contacts.  With the above steps completed as a foundation, we then designed and wrote a compelling announcement e-blast aimed at drawing interaction on social media and the website.

The firm’s launch was planned well in advance for PR and publicity purposes, to take maximum advantage of the opportunity. The announcement was sent to a database of contacts that we helped develop from the client’s many different sources (Outlook, phones, etc.).  Our media contacts picked up the news, which was publicized across numerous channels.

The firm has continued pressing onward with their marketing, as The Specialists in CPA Marketing is helping on a regular basis as the “Part-Time Director of Marketing” (outsourced marketing department) with news releases, speeches, website/social media posts, newsletters, prospecting and many other tools.  The results have far exceeded expectations.

If you know of a firm that is launching (or needs a revamp of its current brand), send them to The Specialists in CPA Marketing.