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Case studies  »  Case study menu  »  Marketing and business development for accoutants

Marketing and business development for accoutants

A growing North West accountancy practice with nine partners across five offices.


The firm needed a unified strategic direction for its range of services including tax, audit, corporate recovery and payroll.  Each partner had a different idea of what they wanted to do to increase their local client base.  There was concern that the firm would waste resources on the independent agendas of the partners and local offices. 

Our Work
  • Developing an overall strategic vision and marketing plan
  • Planning and target setting with individual partners and satellite offices
  • Initiating a roll-out and delivery plan
  • Business development activity including events, literature and lead generation
  • Creative consultation for re-branding and website development
  • Ongoing communications campaign to new and prospective clients

A unified strategic agenda for the firm was achieved using clear and consistent messages alongside a range of strategies focusing on business development and service roll-out which continues to bring in regular new business.