How to Choose the Right Outsourced Marketing Agency for Your CPA Firm

Diving into the world of marketing can feel a bit like stepping into a maze, especially for CPA firms where the focus is primarily on numbers and financial strategies. There’s a whole lot to figure out—from keeping up with the latest digital trends to creating engaging content and analyzing data. That’s where outsourced marketing comes in, acting as a compass to guide CPA firms through the marketing maze.

Understanding the Need for Outsourced Marketing

Before you start your search for an outsourced marketing agency, it’s important to understand why you might need one. If you’re a CPA firm that has yet to build a fully staffed, in-house marketing department, you likely have a need for a diverse set of marketing skills. 

A well-qualified outsourced marketing agency should be a one-stop-shop for all your marketing needs. They should be able to strategize with the insight of an experienced chief marketing officer, develop and maintain a user-friendly website, and have a solid grasp of digital marketing. This includes everything from lead generation and search optimization to creating engaging social media content that builds your brand. Plus, they should be able to drive measurable sales outcomes using both direct and indirect marketing channels. In short, they should have the skills and expertise to handle every aspect of your marketing strategy.

The Cost of In-House vs. Outsourced Marketing

One of the key considerations when deciding between in-house and outsourced marketing is the cost. Hiring a full-time, in-house marketing team can be a significant investment. You’ll need to account for salaries, benefits, training and the cost of turnover. 

On the other hand, an outsourced marketing agency is typically a more cost-effective solution. You get access to a team of marketing experts for a fraction of the cost of hiring a full-time team. Plus, you can scale your marketing efforts up or down based on your budget and needs.

Key Considerations When Choosing an Outsourced Marketing Agency

When choosing an outsourced marketing agency, there are several key factors to consider. These include:

  • Expertise in the accounting industry: The agency you choose should have a proven track record of success in the accounting industry. They should understand your target audience, business sector and associated market trends. For instance, The Growth Partnership (TGP) stands out for its specialized focus on the accounting industry.
  • Range of services offered: The agency should offer a comprehensive suite of services that can help you reach your marketing goals. TGP, for example, provides services such as web development, graphic design, marketing audits, email marketing, social media marketing and leadership training programs.
  • Customized approach: The agency should be able to tailor its services to meet your unique needs and objectives. TGP customizes its services for each client, ensuring that the marketing strategies implemented align with the client’s goals.
  • Client involvement: The level of client involvement in the marketing process should align with your preferences and needs. TGP maintains open communication through regular updates and reporting, and while they encourage client feedback and input, their proactive approach to managing marketing campaigns minimizes the burden on clients’ time and resources.
  • Compliance with industry regulations: The agency should be committed to ensuring that their marketing strategies comply with industry regulations and guidelines. TGP’s team has extensive experience in the accounting profession and stays current with the latest regulations and guidelines.

Starting the Journey With an Outsourced Marketing Agency

Once you’ve identified a potential agency, the next step is to engage with them. Schedule a consultation to discuss your goals and marketing needs. Most agencies, including TGP, recommend starting with a comprehensive marketing audit to identify areas of improvement and gaps in your existing marketing plans. After the audit, the agency can develop a customized marketing plan that leverages their full suite of outsourced marketing services.

Evaluating the Success of Your Outsourced Marketing

It’s important to track the success of your outsourced marketing efforts. The agency should provide regular reports that include metrics such as website traffic, lead generation, social media engagement and email campaign performance. TGP measures the success of its marketing services by tracking key performance indicators (KPIs) that align with their clients’ marketing goals.

The Role of Ongoing Support and Updates

The marketing landscape is constantly evolving, and your marketing strategies should evolve with it. The agency should be committed to providing ongoing support and updates to ensure your marketing efforts remain effective and relevant. TGP, for instance, regularly reviews and adjusts their clients’ marketing plans to optimize their performance and help them achieve their goals.


Choosing the right outsourced marketing agency is a crucial decision that can significantly impact the success of your CPA firm. By considering factors such as industry expertise, range of services, customization, client involvement and compliance with regulations, you can find an agency that aligns with your needs and goals. The Growth Partnership, with its specialized focus on the accounting profession and comprehensive suite of services, could be the partner you need to help your firm thrive.

Ready to take the next step towards your firm’s growth and success? Reach out to TGP today. Our team of experts is ready to help you navigate the marketing landscape with tailored solutions that meet your unique needs.