Resources

Your next 30 days.
Mapped out.

A practical marketing planner for accounting firms offering CAS, outsourced accounting and fractional CFO services.

FIRM STANDARD
MARKETING PLANNER

Your next
30 days.
Mapped out.

FOUR WEEKS. ONE PRIORITY SERVICE.

Inside the planner

  • A four-week action plan
  • A service-page messaging checklist
  • Two article and email campaign ideas
  • 12 social post prompts
  • A simple review worksheet

An educational planning resource. Adapt it to your firm’s services, professional review requirements and existing audience.

Get the free planner.

Submit the form to open the download page.

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