Cleveland 440.449.6800 | Akron 330.668.1100 | Tampa 813.288.8826
Delivering on the Promise of achieving your CPA firm’s marketing goals and objectives through fact-based solutions that result in measurable ROI.

While the creative design of ads, websites and collateral materials typically get all the glory, it is the strategy behind the design that fuels the engine of ROI. That’s why when we partner with your CPA firm, regardless of the size or complexity of the engagement, we start with the end in mind and focus solely on developing strategic solutions centered on your firm’s specific business and marketing goals and objectives.

Strategic Marketing Planning

Our CPA firm marketing planning services are typically conducted on an annual basis:

  • Evaluating the situation (market intelligence)
  • Developing objectives, strategy and program recommendations
  • Documenting the finances required
  • Planning and scheduling
  • Creating metrics and control elements
  • Conducting follow up evaluations on suggested strategies

Industry/Service Specific Marketing Plan

More and more, CPA firms are moving away from being generalists and developing industry and/or service specific niche expertise. While typically on a smaller scale than the overall firm, creating awareness for your firm’s industry niche and ancillary service offerings requires the same strategic plan and approach. Our team of marketing specialists is doing this every day, not only for our CPA firm clients, but for Skoda Minotti’s own 14 industry and service niches areas.

Outsourced Marketing Department

Even with a marketing person on staff, your firm will still need to allocate meaningful dollars outsourcing projects to a creative agency for the tactical execution for many of your plan's marketing elements.  This will potentially add tens of thousands of dollars to your marketing spend. Our team of CPA firm marketers can plug-in and complement your existing resources to help you obtain your marketing goals and objectives. 


As the full service marketing department of Skoda Minotti, a 240 person CPA firm with offices in Cleveland and Akron, Ohio and Tampa, Florida, we are staffed with an experienced team of accounting firm marketers that includes: branding experts, designers, writers, online experts and website developers. And, in addition, we already have in place all the tools, resources, knowledge and expertise required to proactively handle your CPA firm’s marketing needs.  

Business Development Training

New business is the life blood of every CPA firm. Whether you are looking to improve your existing partner’s business development skills or cultivate your firm’s next generation of business developers, our team of proven sales and marketing professionals has helped train and coach our own firm’s staff culminating in the building of an Accounting Today Top 100 firm.

Market Research

Knowing and understanding your audience is the first and most critical part of any type of marketing communication. Your firm’s failure to truly understand the essential needs and preferred methods of communication for its prospects, clients, business partners as well as current and future employees can result in a meaningful loss of time, money and resources.

To help your firm target the right audience, with the proper message via their preferred method of communication we offer the following market research services:

  • Competitive Intelligence
  • Industrial/Market Segmentation Analysis
  • Industry/Market Monitoring
  • Surveying and Focus Groups
  • Voice of Client


5 Essential Steps to Developing a Strategic Marketing Plan

Questions? Contact Jonathan Ebenstein and he'd be glad to help.

Jonathan Ebenstein

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