How It Works.

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.

Step 1: What to Send

You Choose the Topics

We’ve built a library of marketing content covering a wide variety of topics to educate your clients and prospects. All content has been written and vetted by professional CPAs, so you can count on accuracy.

Each month, you’ll choose which topics from our library that you’d like to send to your clients; or we can choose for you.

Step 2: Select the Face of Your Firm

Use Our Videos

Our library contains high-quality videos shot with professional actors and polished by post-production experts.

They’re impressive. Check out an example.

or Film Your Own Videos

With Marketing by Numbers, you have the ability to use our scripts to record your own videos right from your office. You can use any of our prewritten video scripts and customize them however you like. You can even write your own scripts from scratch.

with Your Personal Recording Studio

We’ll send you a portable video studio which includes a stand, lights and microphone. With our video software, you’ll be able to use your phone or tablet as a teleprompter that runs and records your video.

Once you’re finished recording, our production team will download your video, enhance it with graphics and post it on a custom landing page for the world to see.

Step 3: We send the emails

We Send the Videos or Articles to your Clients

Your contacts want to receive information relevant to their particular situation. In order to accomplish this, we load your contacts into our super sweet marketing software. We then segment your contacts so we know who’s a business owner, who gets a W2, who has kids, etc. This helps us with the next step.

Step 4: Get the Conversations Started

You Get Conversation Alerts

Each email and video page will provide a high level overview of a given topic. If interested, your contact is able to request a phone call, which triggers an immediate Conversation Alert.

Step 5: See Success

Your Reporting Center

We know you’re all about the numbers, so you’ll love our reporting center. You’re not only able to view your metrics, but see how your metrics compare to the averages across all other firms.

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