Marketing services
for fractional CFO firms.
One project to build the base. One retainer to run the engine.
Most fractional firms need two things: a solid foundation (positioning, brand, website) and an ongoing marketing engine (content, LinkedIn, newsletter). We sell them separately so you pay for what you actually need. Think of MFF as your firm's fractional marketing director.
Every engagement starts with a free marketing audit. We assess where your firm stands across positioning, visibility, relationships, and conversion. Then we prescribe what to build first. Some firms need the foundational project. Some jump straight to a retainer. The audit tells us which.
Foundational Project
The project that builds everything your firm needs before ongoing marketing makes sense. Positioning, brand, offer architecture, and a website that reflects the level of firm you're building. It runs 3-4 months, or it can be phased over up to a year to fit your budget. Either way, it has a clear deliverable set and a defined end.
- 01Positioning & offer designWho you serve, what makes you different, and how your offer is structured for the market.
- 02Brand identityVisual identity system, logo, color palette, typography. The complete package that replaces the placeholder logo and mismatched fonts.
- 03WebsiteA conversion-focused website built around your positioning. Responsive, fast, and designed to make your firm credible on first visit.
- 04Messaging & sales collateralElevator pitch, one-pager, proposal template. The assets you need to start conversations and close them.
- 05Content foundationProfile optimization, initial content strategy, and the first round of content to launch with a presence.
The marketing engine that runs every month.
Once your foundation is in place, the retainer keeps the engine running. Two levels depending on how aggressively you want to grow. Month 1 of any retainer is onboarding: we set up systems, get context, and install the workflows that make everything run.
- LinkedIn content: keyword research, content plan, 8 posts/mo with visuals
- LinkedIn engagement: comment targeting to relevant prospects weekly
- LinkedIn outreach: lead list building and connection requests weekly
- Newsletter: 2 issues/mo, strategy, copy, and design
- Content strategy and quarterly planning
- Biweekly strategy calls
- Everything in the Authority Plan
- LinkedIn Ads management (spend separate)
- Google Ads or Meta Ads management (spend separate)
- SEO strategy and management (tool subscriptions separate)
- Done-with-you outreach campaigns
- Biweekly strategy calls
Standalone projects when the timing is right.
These are scoped individually and can be layered on top of any retainer or purchased as one-time projects. Each one solves a specific problem and ships with a clear deliverable.
- 01Interactive lead magnetsCalculators, assessments, and diagnostic tools that qualify leads and start conversations. Custom-built for your audience.
- 02Webinar & event systemsOutreach-to-webinar-to-pipeline. Registration flows, follow-up sequences, and conversion tracking.
- 03Client portalsBranded delivery portals where clients access reports, dashboards, and documents. Custom-built for your practice.
- 04Sales collateral & enablementCase studies, one-pagers, proposal templates, and presentation decks.
- 05Conference & speaking strategyIdentify target events, prepare materials, and build a follow-up system that turns attention into pipeline.
Three firms. Three paths.
Most of our clients look like one of these. See which one sounds like you, or book a free marketing audit for a tailored recommendation.
Also for consultants who serve accounting firms, and advisory-focused CPA firms. Luke Frye, a CPA who consults with accounting firm owners, runs his brand, website, and weekly newsletter with us. See his work.
Not sure which path fits? The free marketing audit takes 30 minutes. We'll read your situation honestly and tell you where to start.
Book a free marketing auditEverything starts with
a free marketing audit.
One call. An honest read of your situation. A prescribed path. No pitch until we both know what's actually needed.
Book a free marketing audit