Marketing For Accountants In Practice

Steve McIntyre-Smith Ph.D, MIDM

Steve is a genuine one-of-a-kind in his field. He has extensive experience both as an Accountant in Public Practice (the first twelve years of his career) and as a Marketing Expert, focused solely on marketing the services of public accounting firms for the last ten years. A combination rarely found in firms providing marketing services to Accounting Firms.

He has been in your shoes, both as a sole practitioner and a partner in a local firm, and truly understands the frustrations many experience when starting a marketing effort. As a result, he has gained international acclaim for his work with Accounting firms.

He has broadcast on BBC Radio, published many articles in the local, professional and national press and spoken at numerous seminars and conferences. His focus is on improving your bottom line by helping you to

work smarter with your existing clients, and
deploy low cost, but highly effective marketing techniques to attract new clients.

What makes Steve qualified to help you with your marketing?

Well, you'll discover much more about him as you explore this site, but his basic qualifications, apart from his experience include:

A Ph.D in Marketing Professional Services
Membership of both Mensa and The Institute of Direct Marketing

He started his career in 1980, when he joined a small firm of Chartered Accountants in the UK. After attaining his accounting designation in 1983, he joined a national firm who recognized his practice development skills and gave him an almost free reign over their local marketing drive.

After his direct manager left to start his own practice, Steve joined him a year later, where he worked his way up to Partner level, opening two new offices for the firm as the practice grew over a number of years. Eventually that firm was sold for a very substantial sum and Steve decided to become a sole practitioner for a while, rapidly building a six-figure income practice.

By 1991, Steve found that he was spending less and less time interfacing with clients, and more time dealing with administrative and compliance issues, something with which he was not happy.

In 1992 he received an offer from a neighbouring CA firm to buy him out, which he saw as an opportunity to do two things:

Realize a capital sum for his efforts, and
Concentrate on what he loves (and does) best - providing marketing services for accounting firms.

From then on he has concentrated solely on this area of work, both as Director of Marketing for two of the UK's leading independent firms, and latterly as a freelance marketing consultant to practitioners around the world.

In 1994 he earned his Ph.D in Marketing Professional Services and qualified as a member of both Mensa and The Institute of Direct Marketing - a busy year indeed. Some of his other achievements include:

Taking one firm from a four-partner, three office practice to a twentyfour-partner, ten office firm
Establishing the same practice as the UK's Fastest Growing Accounting Firm
Increasing seminar attendees by over 500% at another CA firm
Winning the Marketing Guild's Annual Award for Marketing Excellence, in 1994
Designing and implementing an award-winning Public Relations campaign for another client firm

As a consultant, Steve has worked with every type of Accounting firm, from the sole practitioner starting on his own from a spare bedroom, to national firms with many branches and a complex political environment.

Since moving to Canada in 1998, when he married his Canadian Fiancée, he has worked with a number of firms of Chartered Accountants both in Canada and the United Kingdom, and American CPA firms, helping his clients to focus on the issues that generate results, particularly in Ottawa, Calgary, Toronto and Hamilton in Canada, New York, Chicago and Boston in the USA and London, Manchester, Liverpool, Bristol, Leeds and Birmingham in the UK.

Above: Steve McIntyre-Smith giving a marketing seminar for the management team of a leading UK firm of Chartered Accountants.

We hope you enjoy your visit with us and that you take advantage of the free materials offered. Use them to evaluate the quality of our work before deciding to buy any of the tools we have available or inquiring about our tailored consulting services. Don't forget to subscribe to "LEDGER" our FREE marketing newsletter for accountants in practice.

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