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Build a Marketing Team for Your
Tax & Accounting Firm

The purpose of the marketing function in your tax and accounting firm is to educate prospects on their accounting and financial problems, and how your firm can solve them. Marketing is one of the last departments to outsource or hire because without a consistent stream of new opportunities, your firm will not be able to grow. 

Once you’ve learned how to generate consistent new prospect meetings, the next step is to transfer that work to a qualified marketing team which can represent your firm, and continue to develop new prospect opportunities at a minimum of 3-5 appointments per week.

marketing team
Scale Your Tax and Accounting Firm's Marketing Team

Scale Your Tax and Accounting Firm’s Marketing Team

Most tax and accounting firms do not see marketing as an important department in their firm. As a result, they try to outsource marketing activities and cross their fingers. We’ll help you strategize and build your core marketing funnels to produce consistent appointments. 

From there, we’ll help you structure your key marketing hires and provide a full training program so your marketing team can succeed with your existing funnels, then begin to innovate on these to scale the firm as capacity grows.

Analysis on Outsourcing Versus
Internal Hiring

Knowing which positions to outsource and when to hire a full-time marketing team member is an important part of building a successful marketing team for your tax and accounting firm. We’ll provide you with a key marketing organizational chart for a lifestyle versus performance-based business, specifically tailored to your firm’s size. 

From there, we will provide you with the job advertisement, interview questions, offer letter and compensation structures to get qualified, professional marketing team members that can represent your firm and convert prospects to calendar appointments.

Analysis on Outsourcing Versus Internal Hiring
Marketing Materials to Land
Consistent Appointments

We’ll walk you through every single click to set up and launch core digital marketing funnels to start consistently producing new appointments for your tax and accounting firm every week. 

Your marketing team will also be trained to troubleshoot, tweak and advance your marketing funnels to aid in scaling appointments when new firm capacity arises. We help your team design a fully integrated marketing system that targets business owners to generate quality appointments on demand.

Our Clients Say It Best

Hear from tax and accounting firm owners who have key marketing staff generating appointments for their firms.


Learn More About Hiring Marketing Professionals for Your Tax and Accounting Firm.

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AccountingTax.com by Andrew Argue is now Corvee