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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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Pairing a Pour-Over Will With Your Trust

Pairing a Pour-Over Will With Your Trust

By Don Breckenridge | October 30, 2020

Audience:

Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's death.
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Guidance on PPP Loans of $50,000 or Less

Guidance on PPP Loans of $50,000 or Less

By Don Breckenridge | October 12, 2020

Audience:

In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.
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What if Your Customer Files Bankruptcy?

What if Your Customer Files Bankruptcy?

By Don Breckenridge | September 24, 2020

Audience:

It’s something every business owner hates to hear - your customer filed for bankruptcy. In this video, we’re going to provide information about the bankruptcy process to help you with your recovery efforts.
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Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage

By Don Breckenridge | September 9, 2020

Audience:

If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits.
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2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips

By Don Breckenridge | August 25, 2020

Audience:

Although the deadline for filing 2019 taxes may have just passed in July, it's already time to think about your 2020 taxes. By looking at your tax situation now, you’ll be able to better plan and implement strategies to minimize your future tax liabilities.
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8/8/20 Executive Order: Payroll Tax Deferral

8/8/20 Executive Order: Payroll Tax Deferral

By Don Breckenridge | August 12, 2020

Audience:

On August 8, 2020, President Trump signed an executive order directing the Secretary of the Treasury to permit employers to defer certain payroll tax obligations. Watch now to learn about the Order and the payroll tax deferrals.
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Payroll: Changes to Form 941

Payroll: Changes to Form 941

By Don Breckenridge | August 10, 2020

Audience:

Starting with the second quarter of 2020, employers will have to use the newly revised Form 941, the Employer's Quarterly Federal Tax Return. This revised form enables employers to report wages, credits and deferrals related to the CARES Act and the Families First Coronavirus Response Act. Watch now to learn about the changes to the form.
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Benefits of a Fractional CFO

Benefits of a Fractional CFO

By Don Breckenridge | July 29, 2020

Audience:

As your company grows, the need for greater experience and more sophistication in accounting and finance will also grow. If your company is facing the question of whether or not to hire a full-time CFO, you might want to consider a fractional CFO instead. In this video, we explore the benefits of having a fractional CFO.
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Scenario Planning

Scenario Planning

By Don Breckenridge | July 10, 2020

Audience:

What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps organizations deal with the uncertain world in which we live.
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Succession Planning for Business Owners

Succession Planning for Business Owners

By Don Breckenridge | June 23, 2020

Audience:

Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of leadership. In this video, we'll cover why you need a plan and key components of a plan.
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Paycheck Protection Program Flexibility Act of 2020

Paycheck Protection Program Flexibility Act of 2020

By Don Breckenridge | June 10, 2020

Audience:

On June 5th, the president signed the Paycheck Protection Program Flexibility Act of 2020 into law, which among other things, helps borrowers maximize their potential for loan forgiveness. Here's a great video that covers the major provisions of the new law.
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PPP Loan Forgiveness

PPP Loan Forgiveness

By Don Breckenridge | May 21, 2020

Audience:

The SBA recently released the PPP loan forgiveness application which provides guidelines on what expenses are eligible for forgiveness. Here's a great video overview of the new guidelines.
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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.