Develop a Marketing Plan

Step 3 of the PAA Process: Develop a Marketing Plan
The Marketing Plan is the keystone of a successfully built program. We utilize all the data gathered in Steps 1 and 2 to direct marketing efforts toward the right audience, at the right time, in the right way, with the right messages.

The plan provides both tactical and strategic action steps and will focus on promoting and offering your expanded financial services to your existing client base-while establishing new client relationships as well.

Your Onsite Alliance Partner
Most importantly, we will provide you with an onsite partner for a minimum of 4 hours per week. This partner will have primary responsibility for implementing and executing the plan, so you don't have to take time away from your accounting practice as you expand your services.

PAA provides a full range of integrated support that includes a customized marketing plan and materials, technology, software programs, and a platform of third-party relationships that bring highly valued client solutions and additional non-accounting revenue opportunities.

See the details of what our marketing includes.

And, we'll ensure that you stay on time and on budget throughout this process with our turnkey implementation.

Move on to Step 4: Implement a Turnkey Program