Checkpoint® Marketing for Firms

Family Business Family business marketing solutions help you grow your niche practice

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There are countless difficulties associated with starting and running a family business. These unique business owners often get bogged down by the minutia of daily tasks and need professional guidance to stay on track with tax and accounting matters, payroll, bookkeeping, fraud protection, buy-sell agreements, retirement planning, succession planning and many other issues. Help them by sharing family business articles and other tips and strategies on a consistent basis – and grow your family business niche practice by demonstrating thought leadership and expertise to prospects and referral sources as well.

Family business articles and newsletters enhance your role as a trusted advisor

We make it easy for you to inform family business clients and nurture prospects by providing you with professionally-written family business articles you can use to increase thought leadership and secure your role as a trusted advisor and go-to resource. Use our family business articles to establish trust, earn loyalty, and connect with contacts on your firm’s:

  • Website
  • Blog
  • Social media
  • Newsletter

Informative family business marketing content differentiates your firm

Our comprehensive family business marketing solutions are designed to help your accounting firm maximize your family business relationships and lead generation efforts. Set your firm apart from competitors. Our cost-effective and time-tested strategies keep clients, referral sources and prospects informed of ever-changing tax and accounting laws, empowered by family business tips, and grateful for money-saving tactics. Your contacts will benefit from:

  • Tax and estate planning guides, tips, strategies, newsletters and updates
  • Family business articles, tips, reminders, updates and newsletters
  • Social media posts on tax, business and estate planning topics

Family business marketing solutions maximize your ROI

Achieve a higher ROI from your marketing efforts by harnessing the power of strategic, targeted content. Build better relationships with family business clients, prospects and referral sources with family business articles and social media posts that address the complexities family business owners face in their daily operations and succession strategies.

What Our Clients Are Saying

“We’re a firm with eight principals and more than 100 people in three offices: New Jersey, New York and Florida. We serve a diverse clientele that includes family businesses and startups as well as hedge funds and high net worth individuals. There’s no way I’d be able to communicate regularly and effectively with this audience if I didn’t have content that’s relevant to them. Checkpoint Marketing for Firms has been a big help in providing content that meets my needs. The articles are excellent, and the people there are great to work with.”

Carolyn Moses Johnston, MA, CPC, ELI-MP, Director of Marketing
Untracht Early LLC

We can help you determine exactly which family business articles, newsletters, online guides and other content marketing solutions will best meet your accounting firm’s needs, budget and goals. Call us at 866.240.8477 and discover how our family business marketing tools can help you get more ROI from your family business niche and other specialty practice areas.

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