Affiliate Directory

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aicpa logo
Align Marketing Group
align marketing group
Align Marketing Group is a virtual agency providing outsourced marketing services to financial advisory and accounting firms. Using their roster of expert industry marketing professionals, Align helps firms set and achieve practice growth objectives by complementing existing teams or building a marketing team to match client needs. Align provides solutions with a scalable level of marketing management/support for website and branding projects and ongoing strategic marketing.
Allinial Global
Allinial global
Allinial Global is a member-based association dedicated to the success of independent accounting and consulting firms. Founded in 1969, this strategic affiliation of legally independent accounting firms has a mission to foster the independence, profitability, and continuous improvement of its members. Allinial Global is two hundred and fifty-six members strong and growing, with locations throughout the world generating over $4.5 billion in collective revenues. With dedicated regional liaisons who have extensive connections throughout the Americas, EMEIA (Europe, the Middle East, India, and Africa), and the Asia Pacific region, members of Allinial Global are committed to providing the most agile, flexible, and client-centric solutions anywhere, anytime.
American City Business Journals
American City Business Journals logo
American City Business Journals is a multi-platform media company providing in-depth coverage of local business communities and breaking news. Through print, digital products and face-to-face events, ACBJ offers business leaders many avenues for making connections and gives them a competitive edge locally, regionally and nationally. ACBJ is the premier media solutions platform for companies that target business decision-makers.
AMR Management Services
AMR logo
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Amy Franko Associates
Amy Franko Associates logo
Amy Franko Associates works with mid-market and enterprise-level professional services organizations to significantly grow sales results. This includes consulting on business development strategy, and learning programs focused on growing the business development skills of future firm leaders. Founder Amy Franko is recognized by LinkedIn as a Top Sales Voice, and her book, The Modern Seller, is an Amazon best seller. Learn more at
Anadon Marketing/Communications
ANADON Marketing/Communications logo
The most compelling content has a “voice.” Anadon Marketing/Communications provides custom content to accounting firms that is written in your voice and targeted to your clients and prospects. Using a journalistic approach, we interview your practitioners and produce content crafted around their technical knowledge and understanding of their clients’ needs. Custom content that conveys your firm’s expertise and authenticity.
Astute Review
blue logo
Company Overview: Keep your brand...on brand Your company’s brand is its most important asset and Astute helps you protect it. Astute Review helps accounting firms maintain brand compliance through productivity-packed, time-saving software. PowerPoint Automation: Think spellcheck/Grammarly but for PowerPoint formatting. Asset Management: Access approved digital assets directly in Microsoft Office. Real-Time Brand Monitoring: Proactive compliance to understand where your brand is being misused.
Avalara logo
Avalara is a team of tax experts and technologists behind one solution for your accounting firm. We live and breathe sales tax and license compliance. We help firms confidently and efficiently provide compliance services to their clients.
bbr companies llc
bbr logo
bbr companies provides marketing strategy and project execution for accounting firms nationwide, including serving as an outsourced marketing director for firms that don’t need that resource full time. Additionally, its founder, Bonnie Buol Ruszczyk, is a certified diversity, equity and inclusion consultant, speaker, and trainer. Finally, Bonnie and Katie Tolin co-own Rally Rounds, accountability-focused mastermind groups for growth professionals.
BDO Alliance
BDO logo
BDO Alliance USA is among the industry’s largest associations of independently owned accounting and consulting firms. With more than 800 locations, the Alliance represents nearly every state and includes a comprehensive range of services. By unleashing the power of a national firm, the global BDO network, and other local firms to work collaboratively, members broaden their ability to grow and enhance their role as a trusted advisor.
BKR International
BRK International logo
Boomer Consulting
Boomer Consulting Inc. logo
Guiding CPA Firms to sustainable success and future readiness. Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Our unique and powerful solutions target five areas critical to a firm's success: Leadership, Talent, Technology, Process and Growth. You can learn more by visiting
botkeeper logo
The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system through a combination of skilled accountants, ML and AI. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution.
Brown Dog Marketing
Brown Dog Marketing logo
Capstone Marketing
Capstone Marketing logo
Capstone Marketing helps growth-focused CPA firms attract the best clients and talent. Founded by Jean Caragher in 1998, services include Brand Surgery, marketing planning, Advanced Pricing Methods®, inbound marketing (HubSpot partner), outsourced CMO, client satisfaction, retreat facilitation and merger integration. Want to encourage the change to propel you forward? Contact Capstone Marketing today.
Catalyst Group Marketing
Catalyst Group logo
Since 2010 Catalyst Group Marketing has partnered with over 100 accounting and professional service firms to help them turn their marketing challenges into opportunities. We build and/or maintain intuitive and easy to use lead generating websites, beautiful brands refreshes and engaging content marketing strategies.
Clearly Rated
clearly rated logo
ClearlyRated is a simple satisfaction survey platform designed to help accounting firms leverage client and employee feedback in a way that protects existing revenue, celebrates service wins, and powers your firm's growth. They recognize public accounting firms that demonstrate exceptional service quality based exclusively on the ratings provided by their clients and employees through our Best of AccountingTM industry award.
Clockwork Design Group, Inc
Clockwork design group logo
For almost 30 years, Clockwork Design Group has helped CPA and other professional service firms create memorable brands, modern websites, powerful printed pieces, and effective marketing. From a simple advertisement to a complete rebranding, our friendly, highly-responsive team provides customized solutions on time and on budget.
Connection Builders
connection builder
Connection Builders helps CPA firms ignite sustainable, long-term growth by investing in their most important asset—their people. We specialize in designing, developing, and delivering premium professional development resources. Our forward-thinking approach and tech-enabled platform delivers better outcomes and fuels consistent development for associates through partners. Development tracks include networking & business development, effective communication, productive time management, client experience success, and collaborative teamwork.
Content & Craft
Content and Craft logo
I'm a CPA-turned-freelance writer with over a decade of experience working on both the tax and audit sides of an accounting firm. I'm passionate about making complicated tax and accounting topics accessible to readers and love to support accounting firms with articles, blog posts, white papers, website copy, and more.
ConvergenceCoaching, LLC
Convergence Coaching logo
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 22 years, we have provided vision planning, strategic and succession planning, coaching, and leadership development programs to help our CPA and consulting firm clients and the associations that serve them achieve their goals. ConvergenceCoaching is renown for their long-time commitment to remote and blended work, where they author the Anytime, Anywhere Work™ Survey to study firm practices and publish thought leadership, learning programs and self-study videos to help firms manage truly anytime, anywhere teams and clients. For more information, visit
CPA Digital Pro
CPA Digital Pro Logo
We're on a mission to help 100 accounting firms recruit and retain top talent using digital marketing. Our profession has a huge talent gap so we help firms use digital marketing that will attract top talent. We also provide retention coaching to avoid costly turnover.
CPA Growth Guides
CPA Growth Guides logo
A practice growth consulting, coaching and outsourced CMO firm focused on the areas of marketing, business development, product management/innovation and client experience to help firms connect the dots between strategy and action to ensure a positive ROI for their efforts. Also, a provider of mastermind groups for growth professionals (Rally Rounds) and business development leadership training (Power Up Professionals).
CPAmerica, Inc.
CPAmerica logo
CPAmerica is a national accounting association founded more than 40 years ago. We build relationships and share insights that help our members grow. Our philosophy is “improving through sharing” and we encourage member sharing though all aspects of our association. We offer several conferences throughout the year in a variety of specialties including A&A, Tax, Client Accounting Services, Marketing and more.
Creative Sparks LLC
Creative Sparks logo
Empellor CRM
Empellor CRM logo
Empellor CRM transforms your business by aligning your people, processes and technology to drive your firm’s strategic goals. CRM is not technology, but rather a business strategy that drives growth and transformation, and the Empellor CRM team are the experts you are looking for to take your business to the next level.
Empire Valuation Consultants
Empire Valuation Consultants logo
Empire Valuation Consultants has grown into one of the nation’s leading independent valuation consulting firms, performing over 45,000 valuations. Our experience includes nearly every industry and type of financial security, and many forms of intangible assets, offering clients well-balanced valuations that are specifically tailored to each situation.
Fixyr logo
We give accounting, tax & advisory firms the marketing advice you truly need & the roadmap to succeed. Fixyr’s marketing advisors have senior accounting industry marketing experience within high growth firms. Whether it’s for Strategy, Lead Gen, or Coaching we can guide you in implementing integrated marketing programs that actually get results.
Flashpoint Marketing
Flashpoint Marketing logo
Gittings Global Photography
Gittings Global logo
Hollinden | marketers + strategists
Hollinden logo
Hollinden works with mid-market CPA firms actively seeking accelerated growth. To move our clients from status quo to growth mode, we utilize our proven process, beginning with a deep dive into the numbers. From marketing strategy, content creation, branding, and graphic design to marketing automation, websites, and all things digital, Hollinden is your outsourced marketing team.
Ingenuity Marketing Group, LLC
Ingenuity Marketing Group logo
When you need to accelerate a timeline, deliver deeper analysis or boost your creativity, add Ingenuity to your team. Work with our in-house specialists for branding, marketing strategies, communications, research, digital ROI, design and website effectiveness. The AAM 2022 Biennial Compensation Survey is a great example of how we partner with accounting marketers. Find more insights to grow on:
Inovautus Consulting LLC
Inovautus Consulting logo
Inovautus Consulting helps accounting firms grow faster and in the right direction by offering sales and business development training and coaching, marketing consulting and outsourced support. We collaborate with firms and their professionals to build the skills and cultures they need to thrive and tackle their biggest growth challenges.
INSIDE Public Accounting
INSIDE Public Accounting logo
INSIDE Public Accounting, a division of The Growth Partnership, provides leaders with the tools to make their firms more efficient, growth-minded, profitable and innovative through its monthly newsletter, annual IPA Practice Management Survey and four specialized benchmarking reports. IPA also ranks the largest 400 firms in the country and selects 50 high-performing Best of the Best firms every year.
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Katie Minion Technical Writer
katie minion
I am a freelance content developer and ghostwriter for accounting firms. My eight years working as a CPA gave me the expertise necessary to create high-quality content to meet my clients' needs. The professionals in your firms are often busy with client work, as they should be! So consider outsourcing the technical content development to somebody like me. Shoot me an e-mail if you'd like samples of my work or if you'd like to schedule a call to hear more about what I do.
KHS People LLC
KHS People lgoo
Kolibri Law Support Solutions
Kolibri Law Support Solutions logo
Kolibri Law Support Solutions provides fractional law firm management services that are fundamental to running a successful law firm. We understand the unique needs of law firms and will take work off your plate so you have more time to practice law and manage clients. Count on Kolibri Law Support Solutions for strategic solutions, implementation and continuous oversight to help you run a lean and efficient law firm.
Kuesel Consulting
Kuesel Consulting logo
Marketing By Numbers
Marketing by Numbers logo
O’Donnell IMC
o'donnell imc
O’Donnell Integrated Marketing Communications President Kelly O'Donnell has 20+ years of marketing, communications, and business development management experience in the professional services sector, among others. She provides middle-market public accounting firms with outsourced or fractional senior marketing leadership, helping to first create a strategically driven marketing communications plan which reflects the promise of the brand and the needs of its constituents, and then to execute the plan and drive growth in alignment with management goals. She is also a skilled writer, having created effective marketing content for a variety of thought leadership outlets, corporate blogs, and websites. She understands the importance of an integrated approach for organizations with limited budgets who want to maximize exposure and reach, as well as the underlying mechanics of ROI measurement.
Penheel Marketing
Penheel Marketing logo
Penheel Marketing helps CPAs to build muscle – marketing muscle – to increase their online search factor. We provide exceptional service, personalized client care, and dedicated professionals. Keep us in mind when you need help with SEO, SEM, digital or social media marketing, marketing strategy, graphic design, and more. We are here to help and educate.
Prime Global logo
PrimeGlobal is an award-winning association of independent accounting firms, comprised of approximately 310 highly successful independent public accounting firms in over 100 countries. PrimeGlobal provides its independent member firms with tools and resources to help them furnish superior accounting, auditing, tax and advisory services to clients around the globe.
Professional Services Marketing LLC
psm marketing
Resound logo
A brand consultancy for modern professional services. At Resound we firmly believe that all firms are remarkable because they are made up of remarkable people. Unfortunately too many firms don't really know their authentic (and differentiating) identity. Resound helps B2B professional service firms find their identity and build experiences that resonate with their clients for years to come. Contact us for more information about our brand strategy, design, and media production services: or visit our website at
Rootworks logo
Rootworks is the accounting profession’s premier firm-improvement organization, serving small to mid-sized accounting firms from across the country. Its one-of-a-kind Business Model Basics™ roadmap—coupled with its premier platform, comprehensive resource center, and active, established peer community, provides firms with everything needed to create a proactive, high-performing and sustainable modern firm—and all with a single membership. Learn more at
Sage Intacct
Sage Intacct logo
Sammi Dittloff Independent Consultant
Sammi Dittloff logo
Needs More Fiber is dedicated to adding substance to your firm, whether that's with a stronger strategy, pithier words, or a solid plan for governance. We are especially looking to work with companies that are or are currently working on becoming Certified B Corps, as well as any organizations interested in ESG. Specialized services include content strategy, brand manual creation, and SEO services.
Savvy White Papers
Savy White Papers logo
Sensiba Center for Sustainability at Sensiba LLP
As California's first certified B Corp accounting firm, we aim to help other firms navigate becoming a certified B Corp. We also help consult other firms on how to start a successful sustainability and ESG practice. Why do we do this? Because a high tide raises all boats. There is a greater chance of us arriving at a more sustainable future if we are all rowing in that direction together. Also, with all the impeding ESG and sustainability-related disclosures in the pipeline, there will be more than enough work for everyone, and we can't be the only firm doing it! As an industry, we need to be prepared for what is coming, and we are here to help.
Seventh Gear Communications
Seventh Gear Communications logo
Starling Digital Logo
Founded in 2015, Starling seeks to elevate websites beyond simple aesthetics to high-converting tools of growth for their clients, all through the power of data-backed strategy design, and development. We limit our engagements each quarter, meaning that our clients receive only focused, VIP-level attention. With HQs in Phoenix, AZ and Nashville, TN, we serve firms across the United States.
Strategic 7 Marketing
Strategic 7 Marketing is a full-service marketing, digital and HubSpot partner agency that delivers proactive marketing solutions for CPA and professional service firms and B2B companies across the country. Our service focus – covering strategic planning, branding, website development, SEO and inbound/digital marketing – helps clients build awareness and brand preference in the markets they serve and drive leads that boost revenues.
Tenenz, Inc.
Former journalist and a licensed CPA since 2009 providing writing, newsletter, public relations and marketing services to CPA firms. Seven years of experience working at a daily newspaper followed by nearly 10 years working in public accounting as an auditor and tax accountant.
Texas Society of CPAs
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The New York Business Journal
New York Business Journal logo
The Rainmaker Companies
The Rainmaker Companies logo
The Whetstone Group
The Whetstone Group logo
Since 2000 The Whetstone Group has helped CPA firms hone their competitive edge. If you’re looking for a resource to partner with you on marketing strategy, marketing department infrastructure and scaling, practice management, revenue growth, understanding and mapping client experience, business development training/coaching or lead generation, you can count on us to deliver the result you need.
Thomson Consulting, LLC
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Thomson Consulting leverages Gary Thomson’s thirty-plus years as a CPA, firm leader, and innovator in public accounting.  Gary’s focus areas are strategic planning, leadership development, governance, and practice management consulting.  Having “lived the CPA firm life”, he brings unique experience to Partner Retreats, Managing Partner collaborative meetings, association and conference events, and being active with firm leaders on the mattes most important to their firm.  He is a frequent keynote speaker on the future of the CPA profession.
Thomson Reuters
Thomson Reuters logo
Thomson Reuters Checkpoint Marketing is the industry’s trusted source of content written from the voice of the advisor to educate readers about important updates and thought leadership. Our unbranded content is ready for use on social media, blogs, e-newsletters, and print and may be customized to meet your firm’s style. Launch from our e-newsletter platform or social media manager, or from your own platform.
Vivid Graphics
Vivid Graphics logo
With over 30 years of design experience, Vivid Graphics Ltd. creates compelling corporate marketing videos that help tell your story. We also offer over 1,000 fully customizable ecards and print card designs for any occasion through Vivid Greetings.
Winding River Consulting
Winding River Consulting logo
Winding River Consulting provides services for accounting firm CMOs, CGOs, and Managing Partners seeking to attain competitive advantage, develop ideal clients, create thriving cultures, and sustain measurable growth. With unique insights into digital marketing, WRC targets opportunities with efficiency, timeliness, and precision. Our LinkedIn strategy for individuals, niches, and firms is effective in driving uniform results and meeting objectives. WRC is an IPA “Most Recommended Consultant.” Winding River Consulting | Engineering growth. Ensuring viability.