Growth Clarity for Accounting Firms

“Having run a successful law firm for over 30 years, I already had a solid marketing foundation, and I knew that with the right person to refine our branding, systematize our efforts, and build a strong referral pipeline, we could take the firm to the next level. But we couldn’t justify hiring a full-time CMO, and our once-effective marketing had gone stale, dragging down ROI and holding back growth. Therefore, we brought in Chad Person from yorCMO, and within just six months, he’s transformed our approach, sharpening strategy, realigning focus, and launching a digital and referral marketing campaign that are already bringing in more of the right clients. I highly recommend him.:

Patrick Barone

Founder and CEO

Barone Defense Firm

“Chad was spearheading an innovative sales enablement project to support hundreds of advisors resulting from a rapid growth spurt. He had the creative vision to automate best- practice persuasion methodology with approved corporate messages via a proven software platform. I found Chad to be open minded, creative and nibble in bringing new tools to the table in order to achieve excellent marketing and business development results that greatly improved his organization. I believe he will shine as an asset at any company he is employed.”

Shawn Johnson

AI CX Strategy & Consulting

“Chad’s a smart, strategic marketer who just gets it. He has a great way of cutting through the noise and helping you focus on what really moves the needle. Every time we are together, I walk away with new ideas, better direction, and more confidence in our approach. He’s easy to collaborate with, sharp in his thinking, and always brings value to the table.”

Patrick O’Donnell

Fractional VP of Sales

SalesXceleration

“I had the pleasure of working with Chad Person during my tenure as the Director of Sales at the CPA Firm I worked for in 2024 and 2025. During that time, Chad’s expertise and strategic vision were instrumental in transforming our marketing, leads management and overall sales strategy.”

Jeremy Pratt

Sales Director

“Working with Chad has been one of the most valuable parts of my transition into a new marketing role in the accounting industry. As someone new to the space, I leaned heavily on his deep industry knowledge and strategic guidance, which helped me get up to speed quickly and confidently. Over the past year, Chad has coached me through building and refining our marketing strategy, aligning our efforts with firm-wide growth goals, and improving communication across departments. He’s also helped execute key projects, delivering final products that far exceeded expectations. Chad’s expertise and support have been truly game-changing.”

Emma S.

Marketing Leader

High-growth CPA firm

“Working with Chad has been an absolute game-changer for my clients. As a business coach, I have seen firsthand how Chad’s strategic marketing insights and innovative approach have propelled businesses to new heights. His ability to understand the unique needs of each client and deliver tailored marketing solutions has been invaluable. I always look forward to collaborating with him and highly recommend his services to anyone looking to elevate their marketing game.”

Brad Justus

Partner

Inspire Results