Growth Clarity for Accounting Firms

“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

“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

AccountingCMO helped us identify and eliminate redundancies and areas of weakness in our strategies, making us more efficient and effective. Their ability to see the bigger picture, while honing in on the details is a rare combination. Their insights left a lasting impact on the firm If you’re looking for someone who can elevate your marketing efforts and drive growth, they are the professionals to trust.

Brian Corby

COO

Barone Defense Firm

“I brought Chad into my client to bring clarity, momentum, and strategic focus to our marketing efforts. He translated complex service offerings into compelling marketing campaigns. A true synergy was created between yorCMO and Sales Xceleration, which gave the client’s sales team the tools and messaging needed to drive real conversations with potential new customers.”

David Jones

President

Sales To Innovation LLC

“Working with Chad across multiple clients has been both productive and energizing. We’ve had the opportunity to collaborate on several projects, and each time, Chad brings clarity, focus, and a deep understanding of what drives real marketing results. His strategic mindset pairs seamlessly with our digital efforts, and together we’ve been able to move the needle in meaningful ways. Beyond the strategy, Chad is simply great to work with: always thoughtful, always approachable, and always focused on doing what’s best for the client.”

Matt McGinnis

COO

RivalMind

“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