
Fractional CMO
Fractional CMO Services for Strategic Marketing and Growth in Accounting & CFO Firms
Transform Your Firm's Growth Trajectory
Are you an accounting firm or fractional CFO service hitting a growth ceiling? You've built a successful practice, but now you're wondering:
Why isn't your accounting expertise or financial leadership translating into the client growth you deserve?
How can you stand out in an increasingly crowded accounting and CFO services market?
Why are your marketing strategies failing to deliver consistent results?
The Challenge: From Early-Stage Growth to Market Leader
Scaling from early-stage growth to becoming a market leader requires more than expertise in financial services. To achieve this level of growth, your firm needs:
A strategic marketing approach that aligns with your business goals.
Clear positioning that sets you apart from the competition.
Consistent lead generation for high-value clients.
A scalable marketing system to transform your expertise into thought leadership.
This is when a strategic marketing partner makes all the difference.
Fractional CMO Services Tailored for Accounting and CFO Firms:
As your Fractional CMO, I provide expert-level strategic leadership to move your firm beyond fragmented marketing efforts and guesswork. Together, we’ll create a clear path to growth.
Why Choose a Fractional CMO for Accounting and CFO Firms?
C-Level Expertise Without Full-Time Overhead: Gain top-tier marketing leadership at a fraction of the cost of hiring a full-time CMO.
Industry-Specific Strategies: Leverage tailored marketing approaches for accounting and CFO services.
Scalable Growth: Move from sporadic marketing efforts to a systematic approach designed for long-term growth.
Measurable Results: Execute data-driven marketing campaigns with clear KPIs and ROI.
How It Works
The P.E.A.K. Marketing Process for Accounting and CFO Firms:
My signature P.E.A.K. process is designed to elevate your firm’s marketing efforts, ensuring predictable growth and results.
Profile
We start by evaluating your current market position, your client base, and your competitive landscape.
Envision
Together, we define clear growth goals for your firm and establish a marketing strategy to achieve them.
Activate
We launch targeted marketing campaigns that resonate with your ideal clients, positioning you as an industry leader.
Kindle
We continuously optimize and scale your marketing efforts, ensuring long-term success.
What You Get
As your Fractional CMO, I dedicate approximately 10 hours per week to:
Comprehensive Marketing Strategy: Develop a tailored plan aligned with your firm's growth targets.
Positioning & Messaging: Create a unique value proposition that sets you apart in the accounting and CFO market.
Lead Generation: Implement strategies to consistently attract and convert your ideal clients.
Content & Thought Leadership: Establish your firm as an authority with a content strategy that drives client engagement.
Marketing Systems Optimization: Streamline your processes for efficiency and scalability.
Performance Analysis: Deliver regular reports and insights to guide data-driven decisions.
Who This Is For
My Fractional CMO services are designed for:
Accounting firms looking to scale their business but facing challenges in generating consistent, high-quality leads.
Fractional CFO firms that need strategic marketing to stand out in a competitive market and establish a strong brand presence.
Small to mid-sized financial services firms seeking marketing leadership to grow revenue without committing to a full-time CMO.
Growth-oriented firms that want to build a sustainable marketing system tailored to their expertise and market.
Success Stories
Propelled a Fractional CFO Agency from launch to 7 figures in two years, generating $500,000 in the first year through strategic relationship marketing and content strategies.
Revitalized a high-ticket training school, generating $228,000 in 6 weeks through personalized outreach and strategic partnerships.
Transformed marketing operations for an outsourced HR agency, freeing the sales leader to focus on closing deals.

Ready to Elevate Your Firm’s Growth?
Don’t let another year go by without achieving the growth you deserve.
Let’s work together to build a marketing strategy that drives predictable growth and establishes your firm as an industry leader.