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    Accounting & Tax work

    Engagements and capability models in accounting & tax. Each entry sets out the situation we found, what we diagnosed, the system we built and how it was sequenced.

    Service
    Proof type

    3 entries

    Project ShowcaseReal client work that shipped. No performance figures are published, because none have been verified and approved for release.Accounting & Tax

    A content calendar built backwards from filing deadlines, with a hard freeze from January to April

    A tax practice can't produce content in busy season, and every generic calendar quietly assumes it can. This one is built the other way round: January–April is a freeze window filled *in advance*, and the production weeks are the ones when partners are actually reachable.

    ContentContent SystemsEmail Marketing    Capability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Accounting & Tax

    High-growth accounting firms spend double on marketing — and put the difference into hiring

    In the published budget benchmark, high-growth firms spend 2.1% of revenue on marketing against 1.0% for everyone else, run one marketing person for every 49 staff against one for every 57, pay 27% lower marketing salaries, and spend 66% more on recruiting and employer brand. The model reads that as a capacity strategy rather than a marketing one.

    PositioningContentContent Systems    Capability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Accounting & Tax

    There's no published cost-to-win or client value for an accounting firm — so the model builds the firm's own four numbers

    There is no credible published cost per lead, cost of acquisition or client lifetime value for a public accounting firm. The nearest figures come from adjacent categories and have to be labelled as proxies. This model builds the firm's own four numbers instead of borrowing someone else's.

    CRMLead RoutingReporting