Industries / Accounting and professional-services marketing
Accounting and professional-services marketing examples.
Two original planning examples. Adapt the wording and buying questions to your business, then download the project brief.
Prepared by Stan Consulting. These illustrate our approach; they are not client results or claims about a particular organization.
Accounting, tax and advisory firms
An owner or finance leader choosing specialist support
Example page opening
Accounting and advisory for [business type]
Organize services by client need, such as tax, assurance, outsourced finance or transaction support. Explain fit, engagement steps and the information needed for a first discussion without promising tax savings.
Illustrative wording. The brief below lets you adapt the audience, market and approved facts.
Information to agree
Service need, business type, timing and existing advisers through the firm's approved intake.
What to measure
Track qualified consultations and engagements by service, with seasonal demand kept visible.
Architecture, engineering and specialist consultancies
A project owner assembling an expert team
Example page opening
Professional services for [project type]
Present sectors, disciplines and relevant project responsibilities. Develop capability statements, proposal narratives and approved expert articles that help buyers understand the firm's actual role.
Illustrative wording. The brief below lets you adapt the audience, market and approved facts.
Information to agree
Project type, required discipline, location, stage and selection process.
What to measure
Measure appropriate invitations, shortlists and selected engagements.
Make this brief your own.
Edit the notes below and download a plain-text brief. Nothing entered here is sent to Stan Consulting. Replace the bracketed phrases in the example wording with approved facts before use.
Your draft
How this example should be used.
Authorship and review
Original marketing examples prepared by Stan Consulting. Updated October 4, 2026. They show the proposed work and the information needed to scope it.
Professionals approve technical statements and credentials. Marketing examples do not establish accounting, engineering, architectural or legal advice.
From example to paid project
We confirm the audience, deliverables, access, reviewers, fee and timing before starting. The example does not promise a business outcome or include implementation.
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