How we can help How we can help

Whether your CPA, wealth management or professional services firm has clearly identified goals, or a general sense of the direction you’re headed in, marketing can help! We’re helping firms of all sizes tackle their loftiest goals and overcome the greatest challenges facing their industry today.

Sometimes when you’re “busy” and the checks are clearing, it can feel as though the firm is operating both profitably and at capacity. But if your team is feeling overwhelmed, you’re saying yes to every inquiry and you're competing on price, there’s likely potential to increase the firm’s profitability. We can help your firm increase profitability without increasing headcount, update your pricing and packages to benefit your firm and your clients, and change your go-to market strategy so you’re not winning new clients based on price.

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CPA, wealth management and professional services firms are not alone in facing challenges with recruiting and retention. Today’s professionals have more options than ever when it comes to choosing where they want to work. So how do you stand out from the crowd when everyone is hiring? We can help you develop a recruiting brand that will help attract professionals who will be happy and successful at your firm and create an onboarding and internal communications program that will help your team members feel valued and included.

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When it comes to accounting, wealth management or any of the other professional services, it can be really difficult for a prospect to evaluate the quality of your work, or even what it would be like to work with you. That’s what leads prospects to measure firms based on price. However, it is possible to get yourself out of the vendor position and into the trusted advisor seat with a clear and compelling brand that will attract the right clients while politely repelling those who would be better served by another firm.

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Ensuring your clients have an excellent experience with your firm will give them the confidence to stay with you for years to come. We can help develop a plan that includes education and outreach between work related touchpoints, a cross-selling strategy that will bring new ideas to your clients at the right time, and elevate the visibility of your team members. Crafting an excellent client experience can maximize the lifetime value of that client, it can also turn them into your greatest referral sources.

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M&A activity is robust in the accounting, wealth management and professional services industries, and shows no signs of slowing down. While there is a lot to look at on paper when considering a merger, culture, post-merger integrations, and client/team communication are essential elements of a successful merger that often take a backseat. This is where the marketer’s toolbox comes in. We can help with the transition to make sure your leadership has insights to support new-team collaboration and your public facing activities are done right.

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M&A
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There’s no one way to run your firm or a prescriptive path to getting to the next level. Whether you have goals and you’re not sure how to reach them, or you’ve got a challenge without a name, an outside perspective may be just what you need to kickstart your momentum. We work with CPAs, wealth managers and professional services providers to clarify goals, get firm leaders on the same page, and craft a plan that can help get you where you want to go.

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From our blog