Marketing: A How to Guide for Small Firms

The marketing plan for small firms is a step by step deck about how you can market to new and existing clients.

You can learn how to determine your audience and your message/offer and how to use a variety of marketing assets to get the word out to your base. From there, you can show, tell, and close the deal. And, the assets mentioned in each deck are available in the Accountant Resource Center.

The following marketing assets & tools are available to help you market

  • Landing page template
  • Email templates, sample copy & a tips/tricks guide
  • Blog templates & copy
  • Advertising templates (9 versions, 3 messages)
  • Customizable flyers for clients and prospects
  • overview presentations
  • Video clips you can share via links or drop into emails/newsletters
  • Social media tips/tricks


Download the Small Firm Marketing Plan PDF

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