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Branded Videos

We brand our videos to your firm

We’ve built a library of videos that cover a wide variety of topics and we’re producing new videos each and every month. You’re able to select which videos you’d like branded to your firm and posted to your website.

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Sample of our videos

Click below to watch any of our videos.

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Family Loans and Gifts: Avoiding a Tax Headache

Family Loans and Gifts: Avoiding a Tax Headache

By Your Firm LLC | March 31, 2025

Audience:

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
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Financial Blind Spots at Each Stage of the Business Lifecycle

Financial Blind Spots at Each Stage of the Business Lifecycle

By Your Firm LLC | March 31, 2025

Audience:

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
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Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Common Beneficiary Mistakes That Can Wreck Your Estate Plan

By Your Firm LLC | February 28, 2025

Audience:

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
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Avoiding Common Mistakes in Transition Planning

Avoiding Common Mistakes in Transition Planning

By Your Firm LLC | February 28, 2025

Audience:

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
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A Nonprofit’s Guide to Weathering Policy Changes

A Nonprofit’s Guide to Weathering Policy Changes

By Your Firm LLC | January 23, 2025

Audience:

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
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Streamline 1099 Reporting: Tips for a Smooth Filing Season

Streamline 1099 Reporting: Tips for a Smooth Filing Season

By Your Firm LLC | January 9, 2025

Audience:

Confused about who needs a 1099 and which form applies? You're not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.
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Strengthen Your Financial Plan: A 6-Step Checklist

Strengthen Your Financial Plan: A 6-Step Checklist

By Your Firm LLC | January 9, 2025

Audience:

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.
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Guide to Commission-Based Pay for Sales Teams

Guide to Commission-Based Pay for Sales Teams

By Your Firm LLC | December 8, 2024

Audience:

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top talent. Explore various commission structures, their benefits, and best practices for implementation in this comprehensive guide. Propel your business toward greater success with an incentivized sales force.
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Expand Your Client Base with Referral and Partner Programs

Expand Your Client Base with Referral and Partner Programs

By Your Firm LLC | December 8, 2024

Audience:

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality leads by leveraging relationships and shared networks. Explore how these strategies can help you expand your reach, reduce costs, and build lasting client relationships.
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Attestation Services: An Introductory Guide

Attestation Services: An Introductory Guide

By Your Firm LLC | October 31, 2024

Audience:

In today's business world, trust and transparency are non-negotiable. Discover how attestation services can enhance your company's credibility by providing independent verification of your financial information. Read our essential guide to learn how these services can drive business success and foster stakeholder confidence.
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Elevate Your Business With CPA Advisory Services

Elevate Your Business With CPA Advisory Services

By Your Firm LLC | October 31, 2024

Audience:

Discover how CPA advisory services can provide strategic value to your business, helping you navigate complex transactions and enhance financial efficiency. This video explores different services CPAs offer, from financial planning to M&A consulting, and how they can benefit your business.
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A Proactive Approach to Cybersecurity Risk Management

A Proactive Approach to Cybersecurity Risk Management

By Your Firm LLC | October 31, 2024

Audience:

Cyber threats are serious business risks that can harm your bottom line, reputation, and operations. This guide covers essential defense strategies you need to know to protect your business. Learn how proactive cybersecurity measures can make all the difference.
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Select, edit and publish branded thought-leadership articles to your website

Each month, Marketing by Numbers produces 6 new articles that you can publish to your site. Best of all, you’re able to edit any of the articles; add or remove content, add a quote from a partner, mention 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.

See sample articles →

Article & Video FAQs

How does exclusivity work for videos?

You will be the only firm in your area able to use a specific track of videos. Each track of videos is unique based on the topics, scripts, actors, and post-production designs. Your exclusive area is generally a 5 to 15-mile radius from your office, depending on the population density of your geographic area.

Can we attribute the articles to our firm or an individual within the firm?

Absolutely, you can list your firm as the author or an individual expert.

Do you create custom content?

We do not create custom content, but we love getting topic recommendations.  If you are looking to create custom content be sure to check out our AI Writing Assistant.

Will “Marketing by Numbers” show up anywhere in the video or article page?

No way.  You’re always listed as the author and expert.

Don't just take our word for it...

We are crazy busy and Marketing by Numbers enables us to send really impressive videos to our clients with limited work on our part.
Steve Dolins

Managing Partner and Co-Founder, The Dolins Group, Ltd.