Videos: Marketing Tips & Tricks from Jane Willis, VP Marketing, Accountant Channel, at

Jane Willis, VP Marketing, Accountant Channel, shares her guidance on how to best market your firm. Learn what actions to take before you begin marketing and what three key steps are needed to create a successful marketing strategy.

In the second video, Jane provides an overview of the Accountant Resource and what tools you'll find to help market your firm, along with tools to help train your staff and onboard your clients.

Click each title below to play the video:

Tips & Tricks for Successfully Marketing Your Firm

Grow Your Firm with the Accountant Resource Center

The Marketing Tools & Advice section of the Accountant Resource Center has many tools to help your firm grow. Take a moment and explore the resources available to you including:
Marketing Guide for Small Firms

Marketing Guide for Large Firms

5 Key Principals of Successful Accounting Firm Marketing Overview Presentations for Clients & Partners

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