Accounting Firm Marketing Plan

Franklin & Moore

Executive Summary

Franklin & Moore LLC is an accounting firm offering traditional accounting services and business consulting. The firm's reputation is impeccable and is known throughout the San Clemente, California area as one of the top three accounting firms. Franklin & Moore LLC serves the accounting and financial needs of businesses and individuals to enable them to realize their financial goals.

Our target markets include the following.

• Businesses of more that 50 employees and/or $5 million in annual sales, particularly those in the medical/health, dental and lodging industries.
• Growth oriented businesses that will benefit from our areas of pension and retirement planning specialization.
• Individuals with a net worth of greater than $1.2 million.

Diversifying our revenue streams and leveraging our core strengths will optimize our position for the future. We will also implement marketing tactics to better leverage the firm's total capacity throughout the year, versus a heavy concentration.