Thought Leadership Marketing.
Just for Accounting Firms.

We combine CRM, Thought Leadership Content, and Marketing Strategy to help Accounting Firms showcase their expertise to clients and prospects, and generate intelligent conversations that lead to new business opportunities.

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A marketing solution that you and your clients will love.

CRM + Thought Leadership Content + Email Marketing

We turn your website into a thought leadership hub

We can either add thought leadership content to your existing resource gallery or we can design a new gallery for you. We’ll populate your gallery with videos and articles that you choose. You’re always in control of what is published on your site.
Click on the image to see examples.
Click on the image to watch an example video.

We brand and publish our amazing videos to your website.

You can select any videos from our extensive library to publish to your site.

Our video marketing delivers engaging, educational videos that your clients will understand and love. There is also an option to record your own videos using our scripts.

And, you’ll have exclusive rights to the track of videos in your area.

See our complete video library.

Select, edit and publish branded thought-leadership articles to your website.

Each month, Marketing by Numbers produces 6 to 10 new articles that you can publish to your site. Best of all, you’re able to edit any of the articles such as adding or removing content, adding a quote from a partner, mentioning services you provide, or whatever your heart desires.

Our articles are professionally written and cover a wide variety of topics including recent legislation and changes in tax law.

Click on the image to see example emails.

We’ll design and send beautiful emails to your clients and prospects

Each time we publish a video or article to your site, we’ll create a corresponding email template that can be sent to your clients and prospects.

Our email templates are beautifully designed, specific to your firm’s brand. Each email is strategically designed for maximum engagement by showcasing just one topic with an obvious call to action.

Our emails receive two to three times the engagement of typical emails.

Sales and Marketing CRM

Included is a custom version of the BenchmarkONE software which combines CRM, email marketing, and marketing automation into one platform.

With our platform, you can quickly and easily import and segment contacts, create and send emails, and track your contacts engagement activity.

If you already have a sales and marketing system in place, you can continue to use it.

Learn more about the CRM technology.

Social Media Manager

With our Social Media Manager, you can easily post MBN Videos and your own publications to any social properties such as LinkedIn, Facebook, Twitter, and Instagram with the click of a button.

Our platform makes it easier than ever to instantly post to your social media properties, schedule posts for the future, maintain a social media calendar, and keep your followers always updated with your latest thought leadership.

Don’t just take our word for it….

Steve Dolins

Managing Partner and Co-Founder
The Dolins Group, Ltd.
We are crazy busy and Marketing by Numbers enables us to send really impressive videos to our clients with limited work on our part.

Jordyn Hettick

Marketing Communications Director
Larson Gross
The Marketing By Numbers team simply makes my job easier, in the best way possible. Coming from an organization with no experience with any type of thought leadership program, they were patient, accessible, and thoughtful when working with us. The MBN team effectively managed the launch of our email marketing platform and thought leadership webpage that has resulted in more brand recognition for our firm. I would be happy to recommend them to any professional service firm that is looking for a partner in thought leadership and marketing automation.

Cindy Scott

Chief Marketing Officer
Jackson Thornton Certified Public Accountants & Consultants
For years, we've looked for a CRM that worked seamlessly to combine marketing automation + content. We found it with Marketing by Numbers (MBN). The bonus is that the MBN team UNDERSTANDS accounting firms and what we're looking for. The platform is easy to use and the content is first-rate. We could not be more pleased with MBN and the team behind it!

Jennah Purk

President
Purk & Associates, P.C.
Our clients love receiving the short videos and each email send generates new client conversations for us.

Raven Herron

President
Raven A. Herron, PC
The videos are fun and unique. We receive regular, positive feedback from our clients. Definitely a good decision for our Firm. Thanks for the great work!