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for Professional Services Firms

If you can't see the forest for the trees, an outside viewpoint will help grow your firm forward into the future. 

Sue has been a Marketing Director at a Los Angeles Top 25 CPA firm and assists firms to develop and implement their marketing plans.


She was a marketing speaker and participated on the conference planning committee for the inaugural CalCPA Marketing Conference.

Sue integrates both sales skills training and marketing strategies into her consulting. 

Elements included, based upon your needs:

  • Firm Branding

  • Industry Niche Plans

  • Social Media/Online Strategies

  • Individual Marketing Plans for Professionals

  • Sales/Marketing Training for All Firm Personnel

  • Tracking + Incentive Program

Sue, on behalf of all of us at the firm, we are immensely grateful that we found you. Thanks to your insights, we are more relevant, vibrant and confident when it comes to our marketing initiatives, i.e. everything we say and do. Thank you, Sue!


-Mike Velazquez, Senior Partner

The Accountancy, LLP

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