Strategic Support to Strengthen Your In-House Team
Not every CPA firm needs a full-time marketing leader. But many have capable staff—or growth-minded practice groups—who need strategic direction, a clear path forward, and someone to help them stay accountable.
That’s where AccountingCMO’s Advisory & Mentorship Programs make the difference.
We step in as a strategic advisor to marketing teams, firm leadership, or specific practice groups—bringing an outside perspective and deep knowledge of what works for CPA firms. Whether your team is chasing disconnected tactics or your partners simply need structure and guidance to build momentum, we help you course-correct and move forward with confidence.
The Problem– and How Our Advisory Programs Solve It
Advisory and Mentorship Programs
Marketing teams often get caught chasing disconnected tactics. Practice groups want to grow but lack a go-to-market strategy or the structure to execute consistently. Firm leaders know something’s missing—but may not have the bandwidth or experience to fix it.
That’s where our advisory model fits. We help CPA firms:
- Refocus internal marketing teams with clear priorities and structured campaigns
- Coach marketers and practice leaders on growth strategies, messaging, and accountability
- Create practical action plans and execution rhythms tailored to the firm’s goals
- Provide outside perspective to challenge assumptions and unlock new opportunities
It’s strategic marketing mentorship—designed for firms that already have people in place but need expert leadership to make it all work.
How It Works
Our advisory and mentorship programs are structured to provide ongoing value without the overhead of a full-time executive hire:
Quarterly Strategic Action Workshops
Focused, firm-wide or team-level sessions that align key stakeholders, define immediate priorities, and build a roadmap for what matters most right now.
Monthly Mentoring & Advisement
One-on-one or small group sessions with your marketing staff, practice leaders, or business development team to review progress, address obstacles, and keep growth efforts moving forward.
Always-On Client Success Support
Your team gets direct access to us via email, text, or call—so they’re never stuck waiting for answers or momentum.
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.
“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
“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.”
“AccountingCMO has been an incredible guide during my first year as a marketing manager in the accounting industry. Their deep expertise, strategic insight, and hands-on support accelerated my growth and delivered results that consistently exceeded expectations.”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.
“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.”
“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.”
“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.”
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.
“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
“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
“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
“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
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
Need outside guidance to help your marketing team or growth leaders get on track?
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