Let’s be frank. Accountants didn’t study finance because they wanted to become marketers and sellers. But the fact remains: accounting firms have the most success when their reputations are widely known, when they build cultures of business development success, and when individual accountants are skilled at rainmaking.

It’s no news that the intensity of competition for top clients is on the rise. It’s no longer enough for firms to simply keep up with their competitors. They need to get ahead if they want to achieve the growth and success they desire. Fortunately, excellence in accounting marketing can propel your firm to significant growth.

The Wellesley Hills Group understands accounting marketing strategy, how to brand accounting firms and services, and how to implement accounting marketing and lead generation in ways that produce measurable results.

We regularly work with accounting firms in the following areas:

Growth and Marketing Strategy: We research markets and build marketing strategies, helping our clients spend time, energy, and budgets to yield the best results. Learn more>>

Branding: We create powerful accounting firm brands, helping our clients communicate and interact with the market in ways that resonate with decision makers, differentiate the firm, and will be remembered at the elusive time of need. Learn more>>

Marketing Campaigns: We help accounting firms build market presence by building and implementing marketing campaigns that generate leads, convert leads to new clients, and convey the breadth and depth of the firm's capabilities. Learn more>>

Lead Generation: Lead generation for accounting firms is challenging. Incumbents are difficult to unseat, conversations with decision makers are difficult to generate, and the sales cycle can be long. We help accounting firms target their best clients, as well as build and implement lead generation campaigns and ongoing lead nurturing communications programs that lead to new business. Learn more>>

Business Development Performance Consulting: We work with accounting firms to understand what it will take to build and implement cultures that foster business development and rainmaking success. Whether it’s getting everyone at the firm to contribute to revenue growth or improving cross-selling, up-selling, and account penetration, we can help. Learn more>>

Rainmaking Learning and Development: Forward-thinking accounting firms are investing in career-long development of their accountants, not only in their financial and consulting skills, but in their ability to build new business. Typically customized for each accounting firm's needs, our training teaches accountants how to get new clients using our tested and proven RAIN Selling^SM business development methodology, intensive How to Sell Professional Services, and other skill-building seminars. Our competency-based approach is designed specifically for accountants and helps them build skills and confidence to grow their practices. Learn more>>

Coaching: A major component of business development skill building is coaching. We coach accountants one-on-one, helping them build and hone individual skills, and build and execute personal business development plans over the long term. Working individually with accountants helps them create the career-long habit of making time to sell and selling in a way that is ethical, professional, and effective. Learn more>>

Speaking and Facilitation: Wellesley Hills Group leaders regularly deliver speeches and presentations to accounting firm leaders and facilitate retreats around core topics of growth strategy, brand leadership, and business development success. Along with delivering in-house programs for firms around the world, our leaders have delivered keynote speeches at major industry conferences including the Association for Accounting Marketing, AICPA, CPAmerica, CPA Leadership Institute, and PM Forum. Learn more>>

Representative Accounting Industry Clients: 

• Austin Associates 
• BDO Dunwoody
• Berry, Dunn, McNeil, & Parker
• Big4.com
• Cambridge Savings Bank
• CCR Advisory Group
• Clifton Gunderson LLP
• Cowan, Bolduc, Doherty & Company, LL
• Fidelity Investments
• Fleet Financial
• Gordon Brothers
• Kaufman Rossin
• McKinley Carter Wealth Services
• Microfinancial
• Parent, McLaughlin & Nangle
• RGL Forensic Accountants & Consultants
• Shepherd and Goldstein
• The Hanover Insurance Group, Inc.
• WAUSAU Financial Systems
• Wolf & Co.