Marketing
for Fractionals
Home Approach Services Work About Blog Book a call
Services & pricing

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.


How engagements work

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.

Free audit first No obligation Custom-scoped

The starting point

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.

Scoped after the free marketing audit
One-time project, 3-4 months or phased
Book a free marketing audit See our branding work
  • 01
    Positioning & offer design
    Who you serve, what makes you different, and how your offer is structured for the market.
  • 02
    Brand identity
    Visual identity system, logo, color palette, typography. The complete package that replaces the placeholder logo and mismatched fonts.
  • 03
    Website
    A conversion-focused website built around your positioning. Responsive, fast, and designed to make your firm credible on first visit.
  • 04
    Messaging & sales collateral
    Elevator pitch, one-pager, proposal template. The assets you need to start conversations and close them.
  • 05
    Content foundation
    Profile optimization, initial content strategy, and the first round of content to launch with a presence.

Ongoing retainers

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.

For firms ready to invest in growth
Growth Plan
Everything in Authority, plus paid channels and outbound campaigns. For firms with the budget to accelerate pipeline through ads, SEO, and structured outreach.
$1,500–$2,500/mo
Scope depends on channels selected. Ad spend and tool subscriptions billed separately.
  • 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

Ad hoc builds

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.

  • 01
    Interactive lead magnets
    Calculators, assessments, and diagnostic tools that qualify leads and start conversations. Custom-built for your audience.
  • 02
    Webinar & event systems
    Outreach-to-webinar-to-pipeline. Registration flows, follow-up sequences, and conversion tracking.
  • 03
    Client portals
    Branded delivery portals where clients access reports, dashboards, and documents. Custom-built for your practice.
  • 04
    Sales collateral & enablement
    Case studies, one-pagers, proposal templates, and presentation decks.
  • 05
    Conference & speaking strategy
    Identify target events, prepare materials, and build a follow-up system that turns attention into pipeline.

Who this is for

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.

Launching
The fractional CFO going out on their own
You're leaving a full-time seat or starting a new advisory. You have the expertise but no brand, no website, and no way to make the market take you seriously yet. Budget is tight because revenue hasn't started.
Start with the Foundational Project
Established
The firm that grew on referrals and hit a ceiling
You have clients, a decent reputation, and some brand assets. But pipeline is inconsistent, your content is sporadic, and you're invisible to anyone outside your existing network. Ready to invest in consistent marketing.
Start with the Authority Plan
Scaling
The firm ready to invest in real growth
You have a working practice and want to accelerate. You're willing to invest in ads, outreach, and SEO because you've seen that organic alone is too slow for your growth targets.
Start with the Growth Plan

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 audit
Next step

Everything 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