Affiliate Marketplace

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  • Accounting, Tax & Financial Software
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  • CRM Services
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  • Marketing Automation
  • News/Media
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  • Professional Development/Coaching
  • Promotional Products
  • Public Relations
  • Research & Surveys
  • Software
  • Strategic Planning
  • Sustainability/ESG Services
  • Training: Business Development, Marketing
  • Training: Other
  • Video Production
  • Website Design/Development
  • Website Optimization: SEO, etc.
AGH Consulting Group
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AGH Consulting Group specializes in transformative solutions - change management, strategic communications, and cultural alignment. Our purpose is to facilitate seamless transitions when alignment is at stake. Leveraging our proprietary AGH Change Communications Process and Alignment Atlas, we strategically craft consistent communications, ensuring optimal organizational alignment and success. Our comprehensive services include communications strategy, executive communications, client experience, social media strategy, and media relations. At the bottom line, our work instills a shared purpose that aligns employees and clients with the purpose of the firm. Because what’s inside counts.
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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.
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
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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
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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 USA
BDO Alliance Logo
Discover how the BDO Alliance USA can help you thrive. We are among the industry’s largest associations of accounting and professional services firms. With more than 400 independent U.S.-based CPA firms and businesses, the Alliance represents nearly every state and includes a comprehensive range of services. When you unleash the power of a national firm, the global BDO network and other local and regional firms to work collaboratively, you broaden your ability to grow, win new business, and enhance your role as a trusted advisor to your clients.
BKR International
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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
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
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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
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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.
ConvergenceCoaching, LLC
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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 Growth Guides
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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).
CPAcom_4C_Logo_170522's core mission is to advance the technology ecosystem for the accounting profession, drive the transformation of practice areas, and lead technology research and innovation efforts for practitioners. is a subsidiary of AICPA.
CPAmerica, Inc.
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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
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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.
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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
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Gittings Global Photography
Gittings Global logo
Hollinden | marketers + strategists
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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
Ingenuity Marketing Group, LLC focuses exclusively on the growth of professional services firms – aligning sales and marketing. We offer a complete outsourced marketing solution with specializing in branding, surveys, niche expansion and reputation building. Our primary clients are local and regional CPA firms that must be laser focused on attracting and retaining the right clients and talent. We help them compete and grow in a complex and changing environment.
Inovautus Consulting LLC
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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
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Kuesel Consulting
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Marketing By Numbers
Marketing by Numbers logo
Marketing by Numbers is an end-to-end marketing platform designed specifically for accounting firms. The platform helps firms leverage thought leadership to showcase their expertise, educate clients and prospects, and generate intelligent conversions that result in new engagements.The platform includes a vast library of branded videos and customizable articles that can be published on your website. It also includes an AI Writing Assistant for creating custom articles and posts. Optional add-ons include a sales and marketing CRM and a social media manager.In all, our marketing platform provides efficiencies from content creation to client communication through emails and social media.Whether you are a solo marketer with limited resources or a member of a marketing team, you can select the content and marketing tools that fit your needs. Over 50 of the IPA Top 500 accounting firms in the US and over 30 AAM members currently use the Marketing by Numbers Platform.Pricing starts at $499 per month. Visit our website to schedule a demonstration.
Penheel Marketing
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Specializing in social media and digital marketing for CPAs and their firms. We are your virtual marketing solution! Since 2011, Penheel Marketing has been providing small CPA firms and sole practitioners with custom solutions to their marketing needs. From content development to online ads, and everything in between, we are here for you.
PPC Profit Pros
PPC Profit Pros Logo
PPC Profit Pros is a leading digital marketing agency expertly tailoring profit-driven PPC strategies. Spearheaded by Aaron Adamson, the firm employs the exclusive Profit Max System™, combining AI-powered tools like Skai with cutting-edge marketing tactics. Distinguished from lead-focused competitors, PPC Profit Pros excels in converting engagements into substantial profits, particularly for professional services, including SAAS, legal, financial, and notably, accounting firms. With a proven record of enhancing profits for major brands like TD Bank and Microsoft, they set a new standard in effective digital marketing.
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.
Rare Karma
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Rare Karma uniquely implements and integrates solutions for accounting firms, adding substantial value. Our consulting expertise optimizes technology for a competitive edge. Leaders rely on us to maximize technology investments, with over two decades of experience in CRM, marketing automation, time and billing, sales intelligence, and more. Our ongoing work with accounting firms ensures we stay current with evolving best practices.Solutions include working with HubSpot, Salesforce, Microsoft Dynamics CRM, Pardot, Marketo, Introhive, Formstack, CCH Axcess, IRIS Star, Iris Practice Engine, Thomson Reuters, Deltek, as well as many of the complimentary add on solutions from the various app marketplaces that are a part of the marketing and CRM technology ecosystem.
Resound logo
Unlock your authentic brand and build lasting relationships. Resound specializes in brand-building for accounting firms through a blend of strategy, research, creative, and marketing services, custom-applied to each client's unique needs. Utilizing their proven Remarkabrand framework, they help firms position, go to market, and transform their brands for lasting growth.
Sage Intacct
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Sammi Dittloff Independent Consultant
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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.
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.
Starling Digital Logo
Starling is a website copy, design, and development agency. We help accounting firms elevate their websites beyond Internet white noise to powerful marketing tools that actually support your goals. Whether you want your website to attract prospective clients, recruit new hires, or improve your firm’s visibility with SEO, we can help.Headquartered in 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.
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.
Vivid Graphics
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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
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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.