FAQ
Answers to Your Most Common Questions
We’ve gathered the key questions our clients and partners ask most often—so you can get clear, straightforward answers without digging.
General Questions
A marketing platform built specifically for accounting firms powered by AI to showcase expertise, communicate consistently, and generate conversations that lead to new engagements.
You can leverage branded videos, customize ready-made articles, or use AI tools for topic planning and drafting—then publish directly to your website.
Schedule a demo to see the workflow, content options, and integrations in action.
Yes. All articles, videos, emails, and galleries are customized to match your firm’s brand—your clients see you as the source.
No. You can use ready-made videos and articles, customize them as much as you like, or leverage the AI Suite to create from scratch.
Not necessarily—many firms run it in-house with minimal time commitment, and some use our Marketing Facilitator Service for a hands-off approach.
Both small firms that want a hands-off approach and firms with dedicated marketing staff who prefer a hands-on workflow.
The site provides tailored entry points—solutions for small firms and for accounting marketers—so you can choose the path that matches your resources.
It’s built exclusively for accounting firms, so every feature, workflow, and content type aligns with your industry’s unique needs.
Yes. We can integrate directly with WordPress or set up alternative publishing workflows for other CMS platforms.
Yes. The Content Collaboration tool lets you share drafts, collect feedback, and track approvals in one place before publishing.
Website Gallery & Integration
Yes, we can do a direct integration at a later date. Additional charges may apply to cover transition costs.
Both.
For those with a WordPress website (direct integration), Marketing by Numbers can integrate with your existing gallery or build a new one for you.
For those without a WordPress website (subdomain integration), we can copy your existing gallery or build a new design.
For those with a WordPress website (direct integration), we provide the plugin(s) that connect our platform to your WordPress website, so you can publish to your site from our platform.
For those without a WordPress website (subdomain integration), we create a WordPress subdomain copy of your website’s header and footer that connects our platform where you can publish content.
Yes. The team implements the integration and provides a smooth onboarding experience alongside the platform tools. After the integration process is completed, we are always here to help you with any issues, problems or questions that you may have.
Yes. All you need to do is post an article as a Draft Post and you can add an author through the WordPress CMS.
Of course you can. You can post content like you have always done using your WordPress CMS or you can post it through the Content Hub.
That’s ok, we have two options for you to choose from.
- We can do a subdomain integration or
- You can copy the content from our platform to your website
MBN Articles & 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.
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 Suite which includes the Topic Planner, Content Monitoring, and AI Writing Assistant tools.
We add six new customizable articles each month. Plus with your subscription, you have access to the content library which contains all our past articles that you can use.
They are written by professional writers and reviewed by subject-matter experts.
You stay in control of topics and brand, while accelerating production with ready-made videos and editable, expert-vetted articles that publish directly to your website.
Absolutely, you can list your firm as the author or an individual expert.
No way. You’re always listed as the author and expert.
We add two new videos each month. Plus with your subscription, you have access to the content library which contains all past videos that you can use.
Yes. You can add or remove sections, insert partner quotes, mention specific services, and then publish to your site.
AI Suite
Yes, and the writing and accuracy is generally high quality. That said, there can be mistakes and it is always a best practice to review, edit and customize AI-generated content.
It’s designed specifically for accounting firms to turn subject-matter expertise into publishable content. The suite centralizes topic planning, internal feedback, approvals, content creation, and publishing so marketers and SMEs can move faster together.
You can spark ideas with AI, add custom topics, group them in folders, attach source articles, and collect expert feedback in one place—keeping your pipeline organized. Once a topic is ready, click create draft and use the help of the AI Writing Assistant to create your content.
It can produce outlines, video scripts, interview prep notes, and draft sections you can refine with quotes and details unique to your services. You can select a prompt from the Prompt Library or generate prompts. You can save your prompts, and even share them with others in your firm who have access to the platform. The possibilities are endless.
Start with the Topic Planner, gather sources via Content Monitoring, draft with the AI Writing Assistant, route for SME feedback and approval, then publish—all within the platform.
There is no penalty for using AI-generated content; content is rated based on the quality of the content regardless of how it is created. Read more about Google Search’s guidance about AI-generated content.
Three core tools work together:
- Topic Planner (organize and prioritize ideas)
- Content Monitoring (track trends and find source material)
- AI Writing Assistant (create outlines, drafts, scripts, and more)
Yes. Content Monitoring searches thousands of sources—from firms to media and vendors—and lets you filter by industry, service line, geography, and more. You can also save preferred and competitive sources. If you can’t find a specific source, you can suggest having them added.
Use the built-in prompt library to tailor tone and voice, edit or save your own prompts, and ask the assistant to revise, expand, fact-check, or align with your style before approval.
Content Collaboration
The user who shared the article will get an alert when an article is approved and when comments are made.
No, the recipient just clicks the link in the email to access the article.
Click Share, add the person’s name, email, and any instructions, then choose view or edit access. You can include multiple recipients for group review.
Yes. The sharer receives alerts when comments are added or a draft is approved, helping keep momentum.
Yes. You can share with several reviewers and capture their edits, comments, and approvals in one workflow.
You bet, you can add notes or instructions when you share an article.
Internal reviews often stall—emails get buried, owners aren’t sure what to do, and approvals slip. The tool centralizes drafting, review, and sign-off so content moves forward.
Yes. Colleagues can write, edit, or comment within the app, so discussion and changes live alongside the draft.
Absolutely—add notes or guidance with the share so reviewers know exactly what you need.
Use it after you’ve drafted or selected a piece—share for edits, collect comments, record approvals—then hand off to publishing (e.g., website, email, social).
Email Templates
Of course, if you already have your own template, send it to us and we’ll recreate it for you in the platform.
No problem, we can create different templates you can choose from when creating an email template.
Templates are branded to your firm and focus on a single topic with a clear call-to-action—an approach the team reports yields 2–3× higher engagement than typical emails.
There’s a direct integration with BenchmarkONE for sending. If you use another platform, copy the generated HTML and paste it into your existing system.
Our drag-and-drop builder is an intuitive, user-friendly interface for building custom templates with the integrated builder. Plus we can always hop on zoom to show you how to use it.
Of course! Pass along important upcoming dates, promotions, office closures and anything else you want. The Drag and Drop email builder makes it easy. Plus you can save sections to use later. Plus you can save sections to use later.
Our designer creates sample templates for both a single topic and newsletter. Once approved, they save the rows and merge rows to use later.
Our system uses the single topic master template to generate an email for the article of your choice. You can choose to have it created during the posting process or afterwards in the content details page.
For each posted topic, the system provides multiple pre-designed content blocks. Drag the blocks you want into a layout and your newsletter is ready in minutes.
Absolutely. Add dates, promotions, office notices, or other firm updates as reusable sections in the drag-and-drop builder.
Publish a topic to your gallery, personalize the auto-created template (or assemble a newsletter with content blocks), and send via BenchmarkONE—or copy the HTML to your own email platform.
Social Media Manager
You can have up to 2 users on the social media manager. We can add more users for an additional fee.
You can post up to 30 profiles. Profiles can be both company profiles or individual profiles.
When you publish to your Resources Gallery, those items appear in the Social Media Manager so you can share them quickly—one post can be pushed to all connected platforms at once.
You can enable an auto-poster so article shares go out on schedule without manual effort.
Of course. Our marketers love the Canva app; making it super easy to design and post images.
It’s an all-in-one tool for posting firm content—thought leadership, alerts, and news—across your social channels from one place.
Yes. Use the calendar view to see past and upcoming posts, then drag to rearrange or edit as needed.
Absolutely—add links to each post to send readers to your site (e.g., your Insights page).
Marketing Facilitator Service
It’s a done-with-you service for firms with limited resources: the facilitator suggests content, you approve the content you want, and the facilitator uses the MBN platform to publish to your site, send emails, and schedule social posts.
On an agreed schedule, your facilitator drafts branded templates, routes for approval, and sends them. Options include single-topic sends, multi-item newsletters/roundups, and ad-hoc notices (e.g., legislation or firm updates).
Yes—your facilitator imports contacts and sets tagging/segments in BenchmarkONE using a provided sample format.
Note: Data cleanup or conversion isn’t included.
Creating custom landing pages, event builds, or converting a site to WordPress are out of scope but available for an additional fee.
An active MBN Base Platform subscription (Articles, CRM, and Social Media Manager).
They help set a content and communication plan, recommend specific content twice a month (1st and 15th), obtain approvals, and post across your channels.
You’ll receive a posting schedule for approval on the 1st and 15th. Posts primarily amplify your thought leadership, with room for firm updates, holidays, and similar items.
Minor WordPress updates are included, and the facilitator can embed forms to your site.
No. They coordinate strategy, selection, approvals, and execution; they don’t provide creative writing or thought-leadership drafting.
Your facilitator monitors activity and suggests changes to article cadence and communication frequency to keep performance on track.
Pricing
Sure thing. With Marketing By Numbers there’s no pesky contracts or long-term commitment. You can always pay semi-annually and receive a 10% discount.
Nope. There are no extra set-up or implementation costs. However, if you upgrade your website down the road there may be some transition costs to your new website.
The MBN Base Platform is required to use content and tools. It integrates with your website and streamlines publishing, collaboration, and email/social template creation.
No setup fees. If you later change or rebuild your website, transition work may incur costs.
Use the form on the pricing page to select options and request a quote—MBN will also confirm video metro availability for your location(s).
You can call us at (314) 433-5800 or email us at sales@MarketingByNumbers.io to get a quote.
No. To access, edit and publish content the Base Plan is required.
No. Plans are month-to-month, and there’s a 30-day money-back guarantee. A semi-annual option is available with a 10% discount.
Paying semi-annually takes 10% off the total; the page shows an example total reflecting that discount.
MFS requires an active Base Platform subscription including Articles and Social Media Manager; it may also require a BenchmarkONE CRM subscription.
Partnerships
Ideal for marketing agencies that want to offer the MBN platform directly to their accounting‑firm clients
You can introduce the platform, implement it for clients, and manage ongoing content use on their behalf.
Partners earn a recurring share of the revenue from clients they set up and manage. Exact terms are shared after application.
It’s designed for industry influencers, consulting firms, trainers, CPE course providers, and others who work with accounting firms and want to recommend a unique marketing platform.
Nothing beyond making the referral. You simply send interested firms our way, and the Marketing by Numbers team handles the rest.
You earn a revenue share for every successful sign-up that results from your referral.
Anyone with contacts who could benefit from the Marketing by Numbers platform—especially those connected to accounting firms.
You introduce your contact to MBN, and once they sign up for the platform, you receive a cash reward based on their initial subscription package.
NOTE: Referees cannot be or have been a MBN clients or had a MBN platform demonstration from our sales department in the past 12 months of the date you referred them.
You can earn up to $1,200 for each successful referral. The amount equals one month’s value of the referee’s initial subscription package—the more features they choose, the higher your reward.
Plus your referees will receive a $100 Amazon gift card after completing a demonstration of our platform.
NOTE: Referees cannot be or have been a MBN clients or had a MBN platform demonstration from our sales department in the past 12 months of the date you referred them.
No set minimum.
Cash rewards are paid after your referral completes their first payment for the platform.
No. MBN manages the entire sales, onboarding, and support process for you.
Don't just take our word for it...
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.
Jordyn Hettick
COO, Larson Gross CPAs & Consultants
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.
Our experience with Marketing by Numbers has been great. The content is great and integrating the videos and articles on our site is easy and effective. The integrated CRM has also been a huge value and working with the Marketing by Numbers team to implement the new system was one of the best software implementation experiences I have ever had. They really took the time to get to know our firm and our needs to help us build a system and processes that work for us.
The AI writer has been a game-changer when it comes to drafting new original content. The process of creating new articles has gone from taking days or weeks to just hours, and the ability to collaborate with others is seamless.
Sarah Stage
Director of Marketing, Insero & Co. CPAs
As a smaller firm that can’t have a dedicated marketing department, being able to produce thought leadership content, get it on our website and then emailed to our clients through a CRM system has been invaluable in establishing our credibility in the market place.
Mike Whitemore
Shareholder, HMA CPA
Our clients love receiving the short videos and each email sent generates new client conversations for us.
Jennah Purk
President, Purk & Associates, P.C.
We’ve worked with Marketing by Numbers for several years on the content development side. They are always willing to jump in and help if an issue arises and are very customer focused. We recently began using the Benchmark One system and built out a custom email template using their new integrated drag and drop email builder. The interface they have created is intuitive and extremely user friendly. I can’t recommend it enough!
Leslie Paull
Vice President, Marketing LaPorte CPAs and Business Advisors.
The Marketing by Numbers Social Media Manager is a great addition to our marketing strategy. It is a useful tool to help our firm promote ourselves as an industry thought leader on Facebook and LinkedIn. There are a variety of topics and content to choose from that we believe our clients will find useful and educational. The Social Media Manager offers great editing options as well from writing a headline to choosing images from a pre-approved gallery of photos. I can also add links to each post in order to drive traffic to our website, specifically our ‘Insights’ page. It’s so easy to use!
Kristen Semerad
Marketing/Event Coordinator, Schlenner Wenner & Co.
The Marketing by Numbers team is very knowledgeable and easy to work with. Over the past couple of years, their platform has helped keep our insights gallery current with great Thought Leadership content. Last year we implemented the MBN Marketing Facilitator Service to help us with client communications, both email and social media; we have just recently started a new e-newsletter to help us communicate content and firm updates to clients, staff and other relationships. Their team has always been accessible and extremely helpful. I would definitely recommend Marketing by Numbers to other accounting firms needing a marketing services firm to partner with that has exceptional customer service and the experience to match.
Richard Blankenship, CPA
Managing Partner, Johnson & Sheldon, PLLC