The Pain of Going It Alone

Here’s what most tax and accounting firms do when they “get serious” about marketing:

• They hand it to a staffer. (“You did our QuickBooks cleanup, maybe you can figure out SEO?”)
  
• They hire a freelancer. (“This person knows Instagram, I think?”)
  
• They call an agency. (“Oh, you want $5,000 a month just to get started?”)
  

The problem? Marketing isn’t one skill. It’s copywriting. It’s design. It’s SEO. It’s ad strategy. It’s storytelling. And unless you’re paying agency-level retainers — or hiring a full-time team — you’re never going to cover it all.

That’s why so many firms end up with some marketing… but not marketing that moves the needle.

What Firms Actually Need

You don’t need a Madison Avenue ad agency on speed dial.
You don’t need a $10K/month retainer.
And you don’t need to figure it all out alone.

What you do need is:

• Upfront strategy. Someone to help define your narrative, polish your positioning, and tailor it to your market.
  
• Execution support. Copy, blogs, emails, campaigns — created by people who know tax and accounting inside and out.
  
• Ongoing guidance. Regular check-ins, reporting, and the ability to pivot when you want to chase a new niche or adjust your messaging.
  

In other words: expert brains at key moments, plus hands-on support that keeps you moving.

Enter the Marketing Concierge

That’s exactly why we created the Marketing Concierge.

Here’s how it works:

• All-hands upfront. In your first 60 days, we dive deep. We learn your goals, your voice, your ideal clients. We build your narrative. We set up campaigns. We polish your site. We go hard so you see ROI right away.
  
• Concierge ongoing. After launch, you’re not on your own. A dedicated Marketing Concierge checks in, reviews what’s working, shares reports, and helps you plan your next move.
  
• Real-time requests. Want to go after dentists? Or update your positioning to focus on advisory? Your concierge makes it happen.
  
• Expert + AI hybrid. MAX, our AI engine, works alongside human copywriters and marketers — so you get scalable support at software pricing.
  

No other platform does this. Competitors hand you a template and say good luck. We give you a concierge.

Stop guessing at marketing strategy. Get expert brains, AI power, and real results—without the agency price tag.

Why This Matters

Because building a growth engine for your firm isn’t about one-off tactics. It’s about:

• Staying consistent.
  
• Having campaigns running, not stalled in “we’ll get to it.”
  
• Making data-driven adjustments when something’s not working.
  
• Never feeling like you’re throwing money at marketing without a strategy.
  

And let’s be real: small and midsize firms can’t afford to burn $30,000–$50,000 a year on agencies or piecemeal freelancers. But without help, you’ll stay stuck.

The Marketing Concierge changes that.

The ROI of Having a Marketing Team (Without Paying for One)

Hiring an internal marketing team with all the skills you need? At least $150K/year in salaries.
Hiring an outside agency? $5K–$10K/month retainers are the norm.

With CountingWorks PRO, you get:

• AI-powered content and campaigns.
  
• Human copywriters and strategists.
  
• A dedicated concierge who knows your firm.
  

All priced like software. Not like an ad agency.

The Real Payoff

The Marketing Concierge isn’t a “nice to have.” It’s your built-in marketing partner:

• In the trenches for your first 60 days. So you hit ROI fast.
  
• On call after launch. So you never stall.
  
• Backed by MAX AI + human intelligence. So your content and campaigns are always smart, scalable, and relevant.
  

No other platform gives you this. And that’s the point.

The Bottom line

Marketing Concierge is the agency alternative built for tax and accounting firms. It’s strategy + execution + ongoing support — priced like software, but built to grow your firm.