Accounting Firm Marketing Plan

Write a professional marketing strategy and action plan for your accounting business with this easy-to-use Accounting Firm Marketing Plan template.

This Marketing Plan can be edited for use by a professional corporation, partnership or association, or by an accountant operating as a sole proprietorship. The Marketing Plan includes:

• financial and budget projections with respect to marketing and promotions,
• a situational analysis,
• a marketing strategy,
• a SWOT (strengths, weaknesses, opportunities, threats) analysis,
• instructions to help you complete the document,
• a Confidentiality Agreement to protect against disclosure of your proprietary information, such as financial data.

The Accounting Firm Marketing Plan is fully editable to fit your particular circumstances.