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    Marketing solutions for your accounting firm

    Let our experts handle your marketing

    Don’t have the time or expertise to build a powerful, lead-generating marketing program? Let Rootworks do it for you!

    Our Marketing Solutions services were developed exclusively for accounting firms. Depending on the package you choose, your dedicated marketing and social media specialist will handle everything from building out your Google Business Profile and online client reviews to keeping your social channels full of click-worthy content and driving prospects to your door via dedicated email marketing.

    Rootworks

    Hear from several Rootworks Members about how their social media presence has improved since implementing Marketing Solutions.

    Which Marketing Solutions option is best for your accounting firm?

    A strong, active and trusted online presence is critical in today’s competitive landscape. Beyond a website, our solutions can bolster your firm’s online ranking and drive traffic to your business. With three product levels available, our expert marketers can help you with everything from basic online optimization to dedicated client prospecting and custom marketing initiatives.

    Choose the option that best fits your needs:

    Marketing Solutions

    An active, trusted online presence is critical in today's competitive landscape. Beyond a website, our solutions can bolster your firm's online ranking and drive traffic to your business. With three levels available, our expert team can help you with everything from basic online optimization to dedicated client prospecting and custom marketing initiatives.

    Elevate

    • One (1) free Grade.us account ($1,200/year value)
    • Management of online client reviews via Grade.us
    • Management of one (1) Google Business Profile and ongoing content execution to keep account active and boost online ranking
    • Add an additional Google Business Profile with Grade.us account for $200/month
    • Dedicated Marketing Solutions specialist
    • Development and execution of three (3) content-related social posts on Facebook, LinkedIn and Instagram per week.
    • Strategic conference call via Zoom (MSE:Bimonthly, MSA:Monthly, MSG: Monthly)
    • Up to eight (8) custom social posts on Facebook, LinkedIn and Instagram per month.

    Advance

    Get everything from Elevate, plus:

    • Four (4) email communications per month (clients, referral sources and/or warm leads)
    • Access to exclusive MS content (eBooks, email campaigns, niche postcards, etc.)
    • In The Loop/Advantage email every two (2) months
    (Available to Academy only)

    Grow

    Get everything from Elevate and Advance, plus:

    • Four (4) custom firm-marketing resources per year
    Rootworks
    Mike Spiegler
    Our Marketing Solutions manager understands the mission of our firm and provides guidance in promoting Spiegler Blevins to our target audience. The elevated brand awareness through a consistent online presence has proved beneficial in setting us apart from other accounting firms in our area.
    Mike Spiegler Managing Shareholder, Spiegler Blevins

    Interested in Marketing Solutions?

    Don’t have the time or expertise to build a powerful, lead-generating marketing program?
    Take our survey to identify which Marketing Solutions survey is right for your firm.

    Have questions?

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    Insights

    Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.

    Go to Insights