Marketing Research & Planning for Accountants & Bookkeepers

Ask us some questionsBook a Strategy Session

Marketing Research & Planning for Accountants & Bookkeepers

Ask us some questionsBook a Strategy Session

Let vision guide your research

Allow facts to inform your plan

American author Mark Twain famously quipped that “What gets us into trouble is not what we don’t know. It’s what we know for sure that just ain’t so.” And so it is with many professional practices. Life-changing decisions are regularly made without the benefit of even cursory research or any sure knowledge of the facts to back up the assumptions made.

When plans are made and implemented without the benefit of facts, you’re flying blind, even if it doesn’t feel that way. It’s like creating a flight plan and guessing how much fuel you’ll need or what kind of weather you might encounter on your way to your destination. You run the risk of crashing and burning because you failed to gather the relevant facts and plan accordingly, prior to take-off.

Why speculate when you can know?

You want the feeling of control that comes with knowing that you have a predictable way of achieving your business goals. You want to know that every dollar invested in marketing produces a demonstrable return on investment and you want to know how to improve that ROI over time. Proper research and planning illuminates the road to achievement.

 

Step 1: Discover the truth

You can’t move toward where you want to go if you don’t know where you presently are. The starting point of all great plans is knowing the facts. That journey should commence with a complete audit of what you’re doing right now and reviewing where you currently stand. We can conduct a complete marketing audit and provide a detailed report on our findings.

Step 2: Develop your plan

Sun Tzu said that “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” With so many tactical options available, chances are you’ll need help just to shut down the noise and work through a strategy that works for your practice, before selecting your tactics. Done for you or done with you, we can develop a marketing plan that drives your practice forward.

Take the next step

Scroll down if you want to do some more research, ask us some questions or schedule a strategy session. Scroll to the top and mouse over “Services” if you want to see what else we can do.

blank
blank

I WANT TO DO SOME MORE RESEARCH

If you like digging deep on something before taking action, our blog is a great place to get started.
blank

I WANT TO ASK SOME SPECIFIC QUESTIONS

If you have some specific questions we’ll be happy to answer them. Reach out to one of our experts now.
blank

I'M READY TO BOOK A STRATEGY SESSION

Book a free strategy session (up to 60 minutes duration) valued at $689 and make up your own mind about us.

WHY SIZE REALLY MATTERS WHEN IT COMES TO YOUR MARKETING

A small practice is not a little big practice. They’re different animals and they require different kinds of nourishment in order to be sustained and thrive. We get that. We get you. We get your practice. Click on your practice type and see how we can help your practice to grow and prosper.

blank

SOLO PRACTITIONER

For solo practitioners with a limited budget and a need to get their basic marketing up and running.
blank

GROWING PARTNERSHIP

For partnerships with greater resources and a desire to develop systems and grow their practice.
blank

MULTI-LOCATION PRACTICE

For mature practices with multiple offices and an active mandate to transform their marketing.