September 2022: Marketing Strategy for 2023

Beginner’s Guide: Does your firm have a marketing strategy in place today, or are you finding yourself starting from ground zero and unsure where to begin? This article will discuss what makes up a marketing strategy, why you need one, and how to get started on your 2023 planning today.

Seasoned Marketer: If you have a calendar year-end, you’re probably already deep into planning and budgeting for next year. This article focuses on the most valuable assets of a marketing plan: your firm’s people and knowledge (data).

Articles of Interest: Building a marketing strategic plan for your accounting firm can be overwhelming. Don’t know where to start? Not sure what should be in your plan? Here are some articles of interest to help you finally get this done.

Meet a Member: Taylor Bartosiewicz is a marketing associate at Yeo & Yeo in Saginaw, Michigan. Taylor’s firm has 250 employees across nine offices in Michigan. Watch or read this month’s Meet a Member to learn more about what Taylor is currently working on at her firm and what she is planning for 2023.

Business Development: While the emphasis has shifted around amongst new business, client retention, cross selling, and other areas, the key takeaway is that growth has always been important. It’s the perspective and context that change, which ultimately drive strategy. This article offers some ideas on how to adjust your perspective in order to adapt to changes in the marketplace.

August 2022 New Members
Colin Campbell, Keiter CPAs
Lacey Carter, Moss Adams, LLC
Savannah Daly, Moore Colson
Cathy Gillespie, Moss Adams
Sangeeta Kashyap, Awerix CPA Professional Corporation
Kate Kenney, RDG+Partners
Dylan Kolflat, Perkins & Co | BDO Alliance
Maris Oberhausen, Strothman & Co.
Joshua Santana, Cerboni Services
Lili Sargsyan, Snyder Cohn, PC
Vanessa Wolbert, BS&P CPA & Consultants