Business Development Services for
Accounting, CPA & Financial Firms
Impactful Branding for Financial Advisors and Accountants
Your firm’s brand is its identity. It’s the story that sets your firm apart from others. It’s the feeling someone has when they hear your firm’s name. It’s so much more than a website or logo.
Truth be told, your firm’s brand should encompass everything from the way you answer your phone to the color of your office walls. It should clearly represent your firm—its values, culture, services, and people.
A powerfully recognizable brand is critical to your firm’s ability to grow. But creating and establishing one is easier said than done. What’s more, your firm’s brand must be nurtured and strengthened over time. Branding is never “one and done.”
Whether you’re looking to create or refresh your firm’s brand, the experts at Align can help.
Set your firm apart with branding services for financial advisory firms and accounting firms.
At Align, we can help you with establishing a new brand or strengthening the one your firm has had for decades. Our branding process begins by taking an objective look at your firm. Depending on your goals, we interview employees and clients, assess your existing brand (if applicable), design or refresh your visual identity, and develop messages and brand standards that resonate with you and your audiences and, if required, pass muster with your compliance officers.
With a team that includes talented graphic designers, we can design and print marketing materials—such as stationery, sell sheets, and other marketing collateral—for your CPA or financial advisory firm. We design from the ground up to give your firm a look and feel that aligns with your brand. You won’t find templates here.
Creating your firm’s key differentiators
What sets your firm apart? This can be a hard question to answer—and the answer might surprise you. To help you unearth what truly makes your firm unique, our marketing strategists use tactics such as interviewing clients and employees, researching your competitors, and, if applicable, conducting a brand audit. By digging into the stories and experiences that make up your firm, we can create differentiators that stick.
Crafting your firm’s brand messaging
Your firm’s brand messages are its core differentiators. Every interaction your team has with a client, prospect, or referral source is an opportunity to solidify the stories they tell. Because of this, strong and differentiated messages are a must—as well as making sure your team is on the same page with their deliveries. With marketing strategists and copywriters in our ranks, we know how to craft messaging for financial advisors and CPAs that tell your firm’s story and leave a lasting impression.
Designing your firm’s brand identity
A solid brand identity can strengthen your firm’s reputation, differentiate your firm from its competition, and convey your firm’s values to attract your ideal client. To help you create or refresh your firm’s brand identity, our design professionals work with you to create fresh visuals that reflect the value your firm provides. This branding initiative includes the development of a new or refreshed logo and color palette.
Establishing your firm’s brand experience
Each experience a client has with your firm is an opportunity to strengthen its brand. How is your phone answered? What do clients see when they walk into your office? How easy is your website to navigate? At Align, we can help you identify key client experiences and take steps to consistently align them with your firm’s brand. Our goal is to ensure these client experiences build trust while bolstering your firm’s brand.
Branding for financial advisors and accountants that aligns with your goals.
Our branding experts have more than 150 years of combined experience in helping CPA and financial advisory firms thrive. When you partner with Align, you gain access to a dedicated, proven team of experts who know the nuances of your industry. We work with you to provide the level of support you need, whether it’s a full rebrand or a tweak to your firm’s brand messages. We’re here to help position your firm for a prosperous future.
Frequently Asked Questions