Marketing for Accounting Firms (Workbook)

Marketing for Accounting Firms

Hands-on exercises for building a brand that works, even without a dedicated marketing team.

Inside the workbook, you'll find:

• Exercises to capture your firm's story and what makes it different from competitors
• The "So What?" method for turning services into marketing copy, with bookkeeping and tax planning examples
• Step-by-step prompts to write your mission statement, voice guide, and positioning statement
• A framework for building an ideal client profile from your own client list
• Questions to uncover what triggers prospects to start looking and where they spend their time