RSM Canada Professional Services+ Clients

Our all-in-one marketing platform allows you to showcase amazing thought leadership content on your website and better communicate with clients and prospects; generating intelligent conversations that lead to new business opportunities.

Thought Leadership Content

Sales and Marketing CRM

“Done-for-You” Email Service

Trusted by RSM Professional Services+ Clients

A marketing solution that you and your clients will love.

Here’s what you get (along with examples):

Turn your website into a thought leadership content hub

We can add thought leadership content to your existing resource gallery or we can design a new gallery for you. Write your own articles or select from RSM* content you want to showcase on your website. You’re always in control of what is published to your site.

*RSM content is created by RSM Canada LLP

Easily publish content created by RSM Canada LLP to your website, all branded to your firm.

If you’re a member of the RSM Canada Professional Services+ Clients, you’re able to publish any RSM content* to your website.

RSM has produced thousands of articles, alerts, whitepapers, and thought leadership pieces. With Marketing by Numbers, you’re able to quickly find RSM content and publish it directly to your website. The published content is fully branded to your firm and includes all attribution and disclosures required by RSM.

*RSM content is created by RSM Canada LLP

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.

*Our AI writing assistant feature is not included with your PS+ package. Subscription is required in order to access this feature.

Learn more →

Quickly Create Compelling RSM Intros with Ease

RSM Intros offers a unique solution for enhancing your gallery with three AI-generated* introductions to the selected RSM article, allowing you to select and edit the perfect intro. Link your chosen introduction back to the article posted on your website or RSM’s site for seamless integration. Further personalize the title and excerpt before publishing it in your gallery for a polished, professional finish.

*Please ensure you carefully review AI-generated content to confirm its accuracy and appropriateness before publishing.

Unlock the full potential of your firm's online presence with the RSM Advisors Hub.

Enhance your client engagement and showcase your expertise with the RSM Advisors Hub. Everyone at your firm can:

  • Seamlessly share content posted on your firm's website directly through their social media with just a click.
  • Dive into a rich library of RSM Assets, including white papers, reports, infographics, and slide decks, all tailored and branded for your firm. Easily view these assets or share them via email with clients and prospects.
  • Explore RSM articles from the past three years, suggest new content for your website, or view already published articles. Enhance your client engagement and showcase your expertise with the RSM Advisors Hub.

Additional Features

Just when you think that's everything, we offer even more features* to save you time, elevate your marketing game, increase your online presence, and showcase your expertise.

  • Content Collaboration*: Seamlessly collaborate with your internal team on content creation, eliminating the challenges of lost emails, unclear tasks, and overlooked items.
    Learn More →
  • Email Builder*: Quickly create and customize email templates effortlessly with our drag-and-drop builder with access to your published content and easy integration with BenchmarkONE or your email system.
    Learn More →
  • Sales & Marketing CRM*: Streamline your workflow with our custom version of BenchmarkONE, combining CRM, email marketing, and marketing automation, allowing you to import and segment contacts, create and send emails, track engagement.
    Learn More →
  • Social Media Manager*: Simplify your social media management with access to your published content for quick posting across all platforms, schedule posts for the future, maintain a social media calendar, and keep your followers always updated with your latest thought leadership.
    Learn More →

*The additional features listed above are not included with your PS+ package. Subscription is required in order to access these features.

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

"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

Marketing Communications Director, Larson Gross

"I worked closely with Marketing by Numbers to develop this unique offering for RSM Professional Services+ Clients. The program includes CRM, RSM thought leadership content, and email marketing. MBN enables members to leverage RSM content, in their own branding, and on their own website. We are very impressed with MBN and endorse the offering for our Professional Services+ Clients."

Tenley Damrow

Sr. Director, Professional Services+ Marketing Leader, RSM 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

"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

"MarketingByNumbers has made our marketing efforts more streamlined! We are able to connect with clients through video, email, and articles all from one source. The options that exist with this company continue to grow and they make it look easy! MBN goes above and beyond to give clients the best resources in a timely manner! At Symphona, we are grateful for the partnership and look forward to many more years together!"

Brittany Winegarner

Marketing Coordinator, Symphona

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Month-to-Month Pricing with No Long-Term Contracts

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