Platform overview

The only marketing platform built just for accounting firms

Showcase amazing thought leadership on your website, better communicate with clients and prospects, and generate intelligent conversations that lead to new engagements.

Platform Feature Overview


Showcase your expertise in a thought leadership gallery

Showcase your thought leadership content in an eye-catching and engaging way. Each resource gallery is branded to your firm and designed to your unique specifications.

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Marketing by Numbers creates both branded videos and customizable articles

Content is written by expert writers and verified by subject matter experts to ensure accuracy. We cover both hot topics as well as evergreen topics. You’re always in control, select which topics are most relevant to your expertise and audience.

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Ai Assistant

Write your own articles in no time flat

AI can be used in many ways to assist in tasks such as content creation, optimization, and curation. Our AI Writing assistant is specifically trained and designed for the accounting industry. While it is not recommended to use AI to write articles, our approach makes content creation much more efficient for marketers as well as your internal experts.

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Content Collaboration

Seamlessly collaborate with internal experts

Share an article with multiple experts for group approval without having to log in to access, edit or approve an article.

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Email Templates

Creating an email or newsletter template has never been easier

For every topic posted to your resources gallery, we’ll create an email template ready to be sent to your clients and prospects. Send the email as is or make changes using our integrated drag-and-drop email builder.

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Sales & Marketing CRM

A Sales and Marketing CRM perfect for accounting firms

Marketing by Numbers offers a custom version of the BenchmarkONE sales and marketing CRM. Centralize and segment contacts, send emails, manage your business development pipeline and track everything.

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Social Media Manager

Save time with an all-in-one social media tool

Our social media manager makes it easier than ever to post to your social media platforms and keep your followers updated with your latest thought leadership, alerts and news.

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Marketing Facilitator Service

This solution assists accounting firms with limited resources to consistently post thought leadership content, communicate through email, or manage social media content.

Your marketing facilitator will work with you to create a content and communication strategy. You approve the content, and your facilitator will use the MBN platform to post content on your website, send emails, and schedule social media posts.

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

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