The Free Marketing Workbook for Accounting Firm Owners Who Don't Know Where to Start

This workbook has exercises to get you started with the two things every piece of marketing depends on: knowing your firm and who it's for.

A lot of marketing advice for firms jumps straight to telling you what to post. It skips the part that matters: knowing what to say and who you're saying it to. This free workbook dives into those pieces, helping you create a mission statement, a positioning statement, and a clear picture of your ideal client — the things you need to start marketing your firm in a way that gets you found, trusted, and chosen by the right clients.

The groundwork to your marketing

Brand work isn't optional anymore. With more and more firms posting online — whether that's on their blog, social channels, podcasts, or email newsletters — you can't afford to fade into the background while they get found instead. This workbook is split into two parts, helping you create the foundation you need to get started.

Part 1 gets you clear on your firm.
Why you started it, what makes you different, how you sound, and what you believe. You'll end up with a mission and positioning statement to build from, so everything you create stays consistent and becomes a brand people trust.

Part 2 gets you clear on your client.
Who they are, what's keeping them up at night, and what you can do to solve their problems. This will help you build content that helps them find you, resonate with you, and choose you.

Want to do more?

This workbook is just the start. Collective's Marketing for Accounting Firms guide picks up from here. It covers your website, your content, using AI without sounding like a robot, and more. It's inside Collective by DBA. Explore Collective Membership