Marketing for Accounting & Financial Services Firms

Modern Marketing Partners has the specialized industry experience and skills to achieve client acquisition and related KPIs  for professional services firms, technology resellers, and more.

Modern Marketing Partners (MMP) has developed, implemented and managed a complete range of digital and traditional marketing services for some of the top accounting and financial services firms in North America. Often these firms have technology consulting practices that MMP has supported including many of the top resellers in NetSuite, Microsoft, Sage, SAP, and Acumatica ecosystems.

A key aspect of MMP’s industry specializations is our experience with equally specialized target audiences. MMP is the agency behind multiple executive member associations including the Controllers Council (105,000+ controllers & CFOs), the Chief Executives Council (55,000+ Presidents & CEOs), the Operations Council (50,000+ COOs and Operations VPs), and the IT Executives Council (65,000+ CIOs and IT VPs). MMP helps clients access these huge communities with specialized and technical content — the combination achieving measurable, and often substantial results. 

Digital Marketing Agency Specializing in Accounting and Finance

Our roots date back to 1996 when Brown Integrated Marketing Communications acquired the oldest business-to-business (B2B) agency in Chicago, Ross Lewellyn, to form Ross/Brown Communications. 

After the founders stint at Leo Burnett Technology Group, Ross/Brown set-out to be the leading technology marketing agency which included software publishers, and many tech startups at Chicago’s 1871 tech incubator. When Ross/Brown rebranded to Modern Marketing Partners, the agency innovated into executive communities and platforms with members and subscribers that make decisions on everything from accounting services, to software and information technology, to financial services.  

When you work with Modern Marketing Partners, you get an experienced team that can truly function as part of your organization, seamlessly executing with speed, agility and accuracy. Large enough to tackle your most complex requirements; small enough to be nimble and cost efficient. Take a look at our services, followed by some of our thinking regarding professional services marketing.  

  • Messaging that Matters: Knowing who you’re trying to reach is just as important as how you reach out. We connect with your ideal customers and do so using a voice and tone that commands authority and converts audiences.
  • Websites that Work: Your website is your marketing hub. We know what it takes to appeal both to search engines and humans, and live at the intersection of user experience and sales flow.
  • Digital Marketing that Delivers: Websites are one thing, but today’s software firm needs a complete marketing strategy that incorporates the right tactics. Our approach puts you in front of the right people and shows them how you deliver.
  • Content that Converts: Today’s business needs to connect—not only with the right people, but the right people at the right stage of the buying cycle. Our marketing and lead generation strategy delivers content to attract, convert, close, and delight customers.

Whatever you’re selling, it’s likely we’ve been successful working with companies like yours. Here are just some of the companies who have trusted us to deliver accounting, finance and technology expertise:

Armanino logo
Wipfli accounting marketing
LBMC Technologies

Our Specialized Accounting Marketing Services Include:

When you work with Modern Marketing Partners, you’re turning to a company with the skills, expertise, and industry knowledge required to achieve results in this highly competitive category. MMP is the agency behind the leading association, platform and community of controllers, CFOs and other corporate finance leaders, the Controllers Council. Our work has been featured in Strategic Finance, Accounting Today,, the Institute of Management Accountants, and CFO Dive. Controllers Council partners with AICPA and many state CPA societies. Additional MMP experience includes the Cloud Accounting Institute, and The CFO Alliance. Whether you need digital services or traditional outreach, we have the know-how and expertise. Here are just some of the services we deliver:

Marketing Consulting

One of the hardest parts of a finance and accounting-focused business is knowing who to target. Our consulting practice helps you plan your efforts around the right buyers.

Brand Identity

Standing out to accounting and finance decision makers starts with a strong, reliable, and trustworthy brand image. We work with you to develop and reinforce this image to whichever person needs to hear from you.

Web Design

Put your best face forward. We build websites that not only look good, but deliver user experiences and flow that you can be proud of.


Content Marketing

Targeting the right people at the right stage of the buying cycle is imperative. Buying cycles are long, and it pays to have a content strategy that sets goals and creates evergreen content built on answering “what’s next?”

Lead Generation

Fill your CRM with targeted, local, and interested buyers who match your criteria. Our lead generation experts find the right contacts, qualify them, and nurture their interest—all you have to do is close the sale.

Email Marketing

Grow traffic, nurture leads, and deliver content that feeds your funnel. From list building to email design, creation, and distribution, we’re putting you in front of readers and optimizing emails for better deliverability and clicks.

free website analysis
free website analysis

Get an Accounting Marketing Assessment

Your custom consultation includes a complete marketing assessment, in-depth Website/SEO analysis, and marketing plan recommendations that will help you dramatically increase website traffic quality and quantity, leverage a systematic process for identifying marketing qualified leads (MQLs) and converting to sales qualified leads (SQLs), reposition your brand as a thought leader and subject matter expert to differentiate from competitors, and more.

MMP Client Results

Accounting/Finance Marketing Results


increase in organic traffic


increase in online leads


in influenced revenue


increase in marketing ROI

Content Marketing Best Practices

We define content marketing as the creation and distribution of educational and/or compelling content in multiple formats to attract and/or retain customers. This Content Marketing Best Practice Guide details 3 phases of the content marketing process: planning, implementation, and measurement. 

Content Marketing Guide

Accounting/Finance Marketing Expertise

Check out our latest articles on accounting/finance marketing.

Accounting and CPA Firm Marketing Best Practices

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Accounting and CPA Firm Marketing: Case Study

Accounting and CPA firms are embracing marketing more than ever before. Why? Because the modern marketing mix is proving to deliver dramatic and yes, measurable results. This blog will show you how a top accounting/CPA firm deploys thought-leadership content marketing...

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Ready to Grow Your Accounting/Finance Business?