Proven Outcomes with Results-Driven Data
We believe in the transformative power of our work. It’s not just about who we are, but the extraordinary results we deliver.
Meet Your Firm’s Marketing Department
When you’re busy serving clients, it can be hard to think about marketing your firm. Instead, think of us as your marketing department. At Align Marketing Group, we complement your team to deliver marketing that actually gets results. Even better? You can dial our support up or down as your needs evolve.
Our expertise rests firmly in the accounting and financial services industries. With us, you won’t get blank stares when you mention a tax law or compliance acronym. And you won’t get a cookie cutter approach. You will get experienced marketers who understand you and the business challenges you face, to help you move through them successfully.
If you’re ready to work with an experienced and professional team that can help you with everything from content to strategic marketing, let’s talk.
Grow Your Firm with Align Services:
Accelerate Your Marketing Success with Align
Take the first step towards progress with a free 15-minute consultation.
What Our Clients Say
“Kristy and Colleen are great to work with!“
★★★★★
“Align Marketing has been great to work with. Kristy and her team have been doing wonderful things for our company. Our team always has good things to say about the people we work with. We have seen the results. Our growth and increased name recognition is a direct result. We value what they do and look forward to continuing with Align Marketing Group.”
★★★★★
“Financial service and accounting firms need a marketing agency who understands their unique industry–the tight regulations, the longer sales cycle, the ideal client profile–which is crucial to creating and executing on a great marketing plan. Because that’s Align’s exclusive focus, they are able to offer clients outsourced marketing services that are designed specifically for this industry.
Love their work and their approach–Kristy and her team have been a great partner for us!”
★★★★★
“Since engaging the Align Marketing Group, contacts from potential new clients has increased dramatically. Many of those contacts have become clients. Best ROI on an expense I’ve ever experienced.”
★★★★★
“I’ve worked with Kristy for more than 10 years. She has been instrumental in the success of my financial planning practice.”
★★★★★
“Align Marketing Group has provided CR-BPS with their amazing expertise and experience. They have taken a dynamic approach by working directly with our entire team to assist us with our brand messaging, content creation, digital marketing, communication plan, and a future website update. It has been a great experience to work with them and we will continue to do so.”
★★★★★
“AMG is an extension of our marketing team. The AMG project manager keeps all projects running smoothly & on time. From web design & development, to copywriting blogs & social media AMG’s team has greatly increased our online presence, brand awareness and overall business development. Our firm has worked with Kristy and her team for over 7 years, and I’ve worked with them for over 5 years. I see us continuing for many more years to come!”
★★★★★
“We have had great experiences with Align Marketing Group. AMG designed a beautiful website that reflects the personality and professionalism we were looking for. AGM continues to support us by helping us refine our messaging, challenging our plan and working within our constraints.”
★★★★★
Blog
The Role of Reviews in Marketing for Accounting Firms
When you’re deciding on a restaurant for dinner, chances are you pay attention to its customer reviews. The same is true for people (i.e., your potential clients) who are deciding on a CPA firm for tax or accounting services. In other words, the reviews your clients leave–or don’t leave—about [...]
7 Effective Marketing Tactics to Attract New Tax Clients to Your Accounting Firm
Standing out in the sea of accounting firms isn’t easy. Your prospects have more choices than ever, especially given that location has become less of a factor in recent years (thank you, COVID-19 pandemic). Having a professional marketing strategy—one that aligns with your firm’s culture and goals—is critical to expanding [...]
Simple Strategies to Help You Market Your Wealth Management Firm
Creating a marketing strategy for your wealth management firm can feel overwhelming at times. You’re in the business of managing your client’s wealth, not your firm’s marketing strategy. This is exactly why many of the financial professionals we work with often feel frustrated when it comes to creating and implementing [...]