Growth Clarity for Accounting Firms

“Working with Chad has been one of the most valuable parts of my transition into a new marketing role in the accounting industry. As someone new to the space, I leaned heavily on his deep industry knowledge and strategic guidance, which helped me get up to speed quickly and confidently. Over the past year, Chad has coached me through building and refining our marketing strategy, aligning our efforts with firm-wide growth goals, and improving communication across departments. He’s also helped execute key projects, delivering final products that far exceeded expectations. Chad’s expertise and support have been truly game-changing.”

Emma S.

Marketing Leader

High-growth CPA firm

“Having run a successful law firm for over 30 years, I already had a solid marketing foundation, and I knew that with the right person to refine our branding, systematize our efforts, and build a strong referral pipeline, we could take the firm to the next level. But we couldn’t justify hiring a full-time CMO, and our once-effective marketing had gone stale, dragging down ROI and holding back growth. Therefore, we brought in Chad Person from yorCMO, and within just six months, he’s transformed our approach, sharpening strategy, realigning focus, and launching a digital and referral marketing campaign that are already bringing in more of the right clients. I highly recommend him.:

Patrick Barone

Founder and CEO

Barone Defense Firm

AccountingCMO helped us identify and eliminate redundancies and areas of weakness in our strategies, making us more efficient and effective. Their ability to see the bigger picture, while honing in on the details is a rare combination. Their insights left a lasting impact on the firm If you’re looking for someone who can elevate your marketing efforts and drive growth, they are the professionals to trust.

Brian Corby

COO

Barone Defense Firm

“Chad was spearheading an innovative sales enablement project to support hundreds of advisors resulting from a rapid growth spurt. He had the creative vision to automate best- practice persuasion methodology with approved corporate messages via a proven software platform. I found Chad to be open minded, creative and nibble in bringing new tools to the table in order to achieve excellent marketing and business development results that greatly improved his organization. I believe he will shine as an asset at any company he is employed.”

Shawn Johnson

AI CX Strategy & Consulting

“Chad’s a smart, strategic marketer who just gets it. He has a great way of cutting through the noise and helping you focus on what really moves the needle. Every time we are together, I walk away with new ideas, better direction, and more confidence in our approach. He’s easy to collaborate with, sharp in his thinking, and always brings value to the table.”

Patrick O’Donnell

Fractional VP of Sales

SalesXceleration

“I brought Chad into my client to bring clarity, momentum, and strategic focus to our marketing efforts. He translated complex service offerings into compelling marketing campaigns. A true synergy was created between yorCMO and Sales Xceleration, which gave the client’s sales team the tools and messaging needed to drive real conversations with potential new customers.”

David Jones

President

Sales To Innovation LLC