Just like a guide leads and directs people on a journey, I show accounting firms how to achieve profitable growth. Building upon data-driven marketing strategies, I can help you connect the dots between strategy and action so you know you’re taking the right steps to help you achieve your strategic goals. Engagements completed include: - GPS Course - a three year data-driven growth strategy- Outsourced marketing director/CMO- Niche plan development- Niche leader… Show more Just like a guide leads and directs people on a journey, I show accounting firms how to achieve profitable growth. Building upon data-driven marketing strategies, I can help you connect the dots between strategy and action so you know you’re taking the right steps to help you achieve your strategic goals. Engagements completed include: - GPS Course - a three year data-driven growth strategy- Outsourced marketing director/CMO- Niche plan development- Niche leader coaching- Innovations: new product/service development- Productization and packaging of services- Pipeline development and implementation- Marketing plan and budget development- Market research- Revenue segmentation/data analysis- Social media strategy and implementation- Digital marketing strategy- Strategic meeting facilitation Show less

Rally Rounds are mastermind groups, which offer a blend of education, peer accountability, brainstorming, collaboration and support in a safe environment with the ultimate goal of helping each member succeed at their accounting firm and achieve their goals.By harnessing the collective intelligence and experience of everyone in the group, you will see marked changes to your business and to yourself personally.

Providing business development leadership training to professional service providers to help them PowerUp their skills and contribute to their organizations at higher levels.

Effective January 1, 2015, SS&G became BDO USA, LLP.I was responsible for overseeing marketing strategy for 17 physical locations in the central region (upper Midwest). I supervised and coached a team of seven including local marketing professionals and proposal specialists while working closely with a region’s business development directors. Responsibilities included developing office marketing forecasts, pushing out national industry and service line strategies locally, editing a… Show more Effective January 1, 2015, SS&G became BDO USA, LLP.I was responsible for overseeing marketing strategy for 17 physical locations in the central region (upper Midwest). I supervised and coached a team of seven including local marketing professionals and proposal specialists while working closely with a region’s business development directors. Responsibilities included developing office marketing forecasts, pushing out national industry and service line strategies locally, editing a magazine sent to Ohio-based clients and pursuit coaching. I worked with marketing staff to implement marketing tracking sheets that showed activity, planning steps and budget needed. In addition, I assisted in the post-transaction transition from SS&G including updating local branding, advertising and sales collateral as well as working on the transition of CRM. Show less

SS&G became BDO USA, LLP effective January 1, 2015.As a director (a.k.a. non-equity partner) of the firm, I was responsible for driving growth for one of the 40 largest accounting firms in the US with 11 offices and approximately 600 professionals in Ohio, Kentucky, Illinois and New York including three affiliated companies: SS&G Wealth, SS&G Healthcare and SS&G Parkland. I restructured the marketing team to encourage a specialized focus on industries, geographies and marketing… Show more SS&G became BDO USA, LLP effective January 1, 2015.As a director (a.k.a. non-equity partner) of the firm, I was responsible for driving growth for one of the 40 largest accounting firms in the US with 11 offices and approximately 600 professionals in Ohio, Kentucky, Illinois and New York including three affiliated companies: SS&G Wealth, SS&G Healthcare and SS&G Parkland. I restructured the marketing team to encourage a specialized focus on industries, geographies and marketing areas including public relations, internal communications, digital marketing, social media marketing, event management and content marketing. I then trained the team on thought leadership, writing buyer-focused copy, niche development, developing proposals and sales processes to ensure uniform education and performance.The proposal process and document were revamped to be focused on the buyer; putting the needs of the prospect before the qualifications of the firm. This included working with partners in the firm to direct them on next steps in the sales process and teaching them that the proposal document is a recap of discussions had with the prospect. I also helped prep them for meetings to discuss the proposal and how they too are customized. I implemented a pipeline and pipeline process for three offices in the Chicago-area; facilitating bi-weekly pipeline calls to discuss progress and next steps. I also reworked presentation material about the firm, edited magazine and news articles, worked with the press to secure thought leadership articles and white papers, reorganized CRM data and licenses, rebranded an affiliated company and benchmarked marketing spending. Show less

As the firm’s first-ever marketing professional, I worked to build an accounting marketing and growth culture, which allowed me to add three people to the marketing department. I also helped this top 100 accounting firm by leading the formalization of industry niches, assisting in the development of the firm’s strategic plan, initiating a brand enhancement campaign, redesigning and optimizing a Web site that served as a lead generation tool, helping design motivating direct mail… Show more As the firm’s first-ever marketing professional, I worked to build an accounting marketing and growth culture, which allowed me to add three people to the marketing department. I also helped this top 100 accounting firm by leading the formalization of industry niches, assisting in the development of the firm’s strategic plan, initiating a brand enhancement campaign, redesigning and optimizing a Web site that served as a lead generation tool, helping design motivating direct mail campaigns, developing and planning successful internal sales campaigns and helping launch new divisions of the firm. My experience as an accounting marketer also included coaching professionals on the business development process, developing sales copy that relates to buyers, overseeing the firm’s pipeline and tracking growth within the firm’s various business segments. Show less

As a department of one, I lead this local law firm through a rebranding campaign that resulted in a new logo, tagline, collateral material and website. In addition, I developed internal campaigns to build marketing awareness. One of those campaigns, “tag-a-long,” was designed to get senior attorneys to introduce younger associates to clients, prospects and referral sources. I wrote and edited articles for numerous newsletters and legal alerts, which contained breaking legal news. I also… Show more As a department of one, I lead this local law firm through a rebranding campaign that resulted in a new logo, tagline, collateral material and website. In addition, I developed internal campaigns to build marketing awareness. One of those campaigns, “tag-a-long,” was designed to get senior attorneys to introduce younger associates to clients, prospects and referral sources. I wrote and edited articles for numerous newsletters and legal alerts, which contained breaking legal news. I also built a custom database used to distribute marketing communications to target audiences. I tracked marketing expenses and helped develop a budget that allowed partners to see where dollars were going. Event planning, public relations, internal training and communications were other areas of responsibility. Show less