Monthly Marketing


Join us for a monthly lunch-and-learn on the 3rd Thursday of each month. Every month we cover a topic related to marketing for accounting firms.

Mar 21, 2024 | 12-1pm CST

How to Plan Your Marketing Budget

Learn how to determine a reasonable marketing budget based on your firm size, service offerings, and revenue goals.

Apr 25, 2024 | 12-1pm CST

Evaluating Your Firm's Website & Marketing

Learn how to determine the health and effectiveness of your website and current marketing efforts, and develop a plan for what to prioritize improving.

May 16, 2024 | 12-1pm CST

Local SEO for
Accounting Firms

Everything you need to know about showing up in Google Maps in your city or region for terms like "accounting firm near me".

Jun 20, 2024 | 12-1pm CST

LinkedIn for
Accounting Firms

How to make LinkedIn work for your firm. What to post, how to identify your ideal clients, how to make connection requests without being obnoxious, and more.

July 18, 2024 | 12-1pm CST

How to Hire & Manage a Marketer for Your Firm

How to write a job description and define the role of a PT or FT in-house marketer. What skills are most important. How to manage and set expectations and more.

Aug 15, 2024 | 12-1pm CST

Google Ads
for Accounting Firms

How to run ads, how much to budget, how to optimize your ads, how to evaluate your Google Ads agency, what to expect for cost per click/lead/conversion in your city.

Ready to Hire Someone to Help You With Marketing Your Firm?