Marketing By Numbers

Marketing by Numbers provides an easy-to-use platform for accounting firms to create, publish, and communicate thought leadership content to prospects and clients.

Save valuable time and resources by streamlining processes.

Improve customer loyalty by becoming a go-to resource for information.

Drive revenue by showcasing your expertise, educating clients, and generating intelligent conversions that result in new engagements.

Platform Overview

Create Content. The content hub enables you to select prewritten articles and videos that you can publish under your firm’s brand. You can also use the AI writing assistant to quickly write your own draft articles.

Share, Review, and Approve Content. Articles can be shared with internal experts for review, editing, and approval.  No username or password required.

Post to your Website. The platform integrates with your website, so you can instantly publish articles to your blog or thought leadership gallery when ready.

Create an Email Template. An email template is automatically created for each article posted to your website and is ready to send at any time.  And, create newsletters in minutes by dragging and dropping posted content.

Email Clients and Prospects. Use our integration with the BenchmarkONE sales and marketing CRM to manage your list of contacts and send high-value emails on a regular basis.

Post to Social Media. Use our social media manager to post content now or in the future to all of your firm’s social media properties.

Small firms with limited marketing resources can use our full-service option, whereas larger firms can pick and choose which content and marketing tools best fit their needs.

Marketing by Numbers serves over 50 of the Top 500 Firms in the U.S. and over 30 members of the Association for Accounting Marketing, plus many others. CPAmerica members include:

CPAmerica Members will receive 50% off of your first 3 months.

Visit MarketingByNumbers.io to learn more or book a demonstration with our team.