Strategic Marketing Leadership, Tailored for Accounting Firms
Fractional engagements designed to help firms scale smarter, faster, and with more confidence.
You’ve invested in marketing, hired help, maybe even launched a few campaigns—and you’re hoping it will generate real growth. But without clear leadership, a structured plan, and someone accountable for outcomes, marketing remains disconnected from your firm’s actual goals.
Therefore, our Fractional CMO Services give accounting firms the strategic leadership they need—without the overhead of a full-time hire. We help you build a marketing function that aligns with your firm’s growth targets, fits your culture, and drives measurable results.
Whether you’re just getting started or trying to level up, we bring the clarity, consistency, and confidence your firm needs to scale.
The Problem
Leading marketing when you’re not a marketer is challenging—especially in a profession where precision, logic, and expertise are everything.
Full Fractional CMO Services
Many CPA firm leaders are expected to guide marketing efforts, yet haven’t been trained to do so. You’re smart, strategic, and growth-minded—but marketing often feels like a black box. You’re not alone.
It’s common for firms to experience:
- Scattered marketing investments with unclear ROI
- A lack of strategic planning or accountability
- No consistent rhythm for execution or follow-through
- Internal team confusion on who’s leading what—or why
Our Proven Framework: The Six Fundamentals of Marketing
At AccountingCMO, our approach is built on six simple—yet powerful—fundamentals that create lasting marketing success:
Know Where You’re Going
Defining clear business growth objectives is the first step to getting there. We help firms map their future with precision.
Understand Your Buyer
We help you uncover why your ideal clients do—or don’t—choose your firm, and build strategies around that insight.
Positioning Your Offer
We sharpen how your services are positioned in the market, aligning value with the real needs of your clients.
Align Sales & Marketing
We ensure your marketing strategy directly supports your business goals, maximizing operational efficiency and sales growth.
Cadence for Planning & Accountability
We install a regular rhythm of marketing planning, execution, and review—keeping your firm consistent, responsive, and accountable.
Structuring Processes for Campaigns & Creative
We create a structured approach to campaigns and creative work based on your actual needs, removing guesswork and waste.
What Firms Say About Partnering with AccountingCMO
Here’s how clients describe the value of working with AccountingCMO to lead their marketing function with clarity, structure, and results.
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
“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
“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
Build a Marketing Function That Supports Real Growth
Our proven six fundamentals framework is designed to make marketing manageable, measurable, and meaningful for your accounting firm.
Schedule a Discovery Call