Checkpoint® Marketing for Firms

Small CPA Firm Marketing Programs Small CPA firm marketing solutions help boost your ROI

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Are your current marketing strategies helping you build brand awareness, generate warm leads, nurture existing client relationships, and develop new, revenue-enhancing business? Whether your accounting practice is just starting up or has been established for many years, client retention and revenue growth are likely two of your main objectives. We can help. Our content options, newsletter programs, tax and wealth management marketing tools, and integrated social media solutions have been specifically designed to help CPA firms with up to 15 professionals:

  • Attract and engage your target market
  • Enhance and reinforce your brand
  • Position you as a trusted advisor and go-to resource
  • Generate and identify leads for more business
  • Develop more profitable relationships with clients, prospects and referral sources

Checkpoint® Marketing for Firms offers a robust program of content solutions to help your small CPA firm marketing activities produce higher returns on investment, without sacrificing your billable time.

Articles for your small CPA firm’s website and social media platforms

  • Thousands of professionally-written articles in our comprehensive content libraries
  • Concise and actionable posts on tax, estate planning and business topics
  • Online client tax and estate planning guides
  • Tax, accounting and business alerts to share on your online properties

Print newsletters on tax, wealth management, estate planning & other topics

  • Professionally-written articles that demonstrate thought leadership and position you as a trusted advisor
  • Compelling cover designs that reinforce your firm’s branding
  • A customizable back cover for you to publish an extra article, firm announcement or other information

Email marketing newsletter programs for small CPA firms

  • Your choice of a fully-customizable or a “set it and forget it“ email marketing newsletter
  • Professionally-written articles per issue on engaging and relevant subjects
  • An email distribution and list management system to track opens, clicks and readers’ interests
  • Easily share newsletter articles on your social media platforms with one click
What Our Clients Are Saying

“I want to make my firm look much bigger than it is. Checkpoint Marketing for Firms helps me accomplish just that. My newsletter looks so much different than anyone else’s. It looks unique to my business. It’s totally customizable. We continue to stay top of mind even when our staff is too busy to prepare an article. We will continue to use Checkpoint Marketing’s services for a long time to come. We are very happy with what they have done for our organization.”

Charles B. Postal, CPA, Managing Partner
Santos, Postal & Company P.C.

Our small accounting firm marketing solutions enable you to create a marketing and client communication program that fits your specific needs, objectives and budget. Discover how you could increase your return on marketing investment. Call 866.240.8477 to speak with an experienced Marketing Specialist and learn more.

Request a conversation with one of our Marketing Specialists now!
(You’ll instantly receive three sample articles as our gift.)