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.
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 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.
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.

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.


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.

Jordyn Hettick
Marketing Communications Director
Larson Gross

Cindy Scott
Chief Marketing Officer
Jackson Thornton Certified Public Accountants & Consultants

Jennah Purk
President
Purk & Associates, P.C.
