What We Do

In today’s environment, professional services providers want options. For many, hiring a full-time growth and marketing professional isn’t always an option, but they still need the advice and expertise a professional can provide.

Here’s where I come in. I am passionate about helping professional services firms grow and can do so in whatever way makes the most sense. Depending on your needs, I can serve as a part-time CMO/marketing director, create a strategic marketing plan, help with projects your current team can’t handle, mentor /coach young marketing team members and much more. My goal is to deliver comprehensive, effective marketing strategies and services that are as unique as you are so you can reach – and exceed – your growth goals.

Outsourced & Part-time CMO/Marketing Director

Most firms can benefit from the input of a seasoned, experienced strategic marketer, but may not need to invest in that resource full-time.

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Marketing Strategy & Plans

A true strategic marketing plan will help you get a handle on where you fit in the market, identify what differentiates you from your competition, define your ideal client and how to best reach them.

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Hiring, Coaching and Direction for Internal Marketing Staff

Many firms need help finding the right marketing professional. Others need someone to train and coach their marketing person as they grow into a more senior role. Firm partners need someone who can communicate the value of marketing and look at it from a strategic perspective.

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Diversity, Equity & Inclusion Training, Planning & Implementation

Creating a more diverse firm, and a culture of inclusion that encourages everyone to thrive, can be a challenging shift. It requires a plan, commitment, training and some difficult conversations. 

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Mergers & Acquisition Communication Consulting

When your firm’s growth involves a merger or acquisition, communication, marketing and branding become uniquely challenging. But if they are left by the wayside, or brought in at the last minute, a deal that looked rewarding can end poorly.

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Speaking, Training & Presentations

Bonnie is a dynamic speaker and an empathic leader whose audiences leave feeling entertained, understood and empowered with specifically actionable information.

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CPA Firm Mastermind Groups

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.

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Client Interviews & Opportunity Research

One of the best ways to learn what your clients think about your firm is to simply ask them. To be most effective, however, this type of research should not be conducted by anyone internal at the firm so clients feel they can be honest and direct with their feedback.

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Accounting MOVE Project

The Accounting MOVE Project translates the business case for advancing women and people of color to business results by delivering accounting and advisory firms the most comprehensive data and guidance on finding, retaining, developing and advancing diverse talent.

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