Marketing plans for accountants

In association with

How to structure a marketing plan for your accountancy firm, align your business goals with marketing goals, manage your budget, and calculate return on investment.

Accountants are constantly trying to convince their clients of the need to budget, plan, and forecast. The funny thing is, all the arguments they use also apply to marketing plans for accountancy firms. 

This guide draws on experience our team has developed during the 20 years PracticeWeb has been in business and the process we use ourselves in creating our own yearly marketing plan.  

Learn all the steps to set up your marketing plan. 

In this guide you'll learn

  • Defining your purpose and finding your niche
  • The ideal customer: buyer personas
  • When to work on your marketing plan
  • Stakeholder management
  • Structuring your marketing plan
  • Key performance indicators (KPIs)
PracticeWeb Marketing for Accountants

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