Our Services

Your Marketing, Simplified

As a CPA, CFO, or accountant, your expertise is in building client trust, managing the details, and running a strong firm not writing LinkedIn posts or juggling content calendars.

But marketing still matters. And doing it all yourself? It’s draining.

That’s where I come in.

I help financial pros like you stay visible and build trust with marketing that’s simple, strategic, and (dare I say) even enjoyable.

 

I am you’re strategic partner.

 

I understand that every business is unique, which is why I create custom strategies built around your voice, your clients, and your goals.

You’ve worked hard to build a brand that reflects your values.
I make sure your marketing reflects that, too.

I pride myself on steering clear of one-size-fits-all solutions. Say good-bye to cookie-cutter content that fails to engage your audience. With my tailored approach, your brand will stand out and resonate authentically with your target audience.

You don’t need a full-blown marketing department.
You just need a partner who gets your world and has a plan.

 

Let’s Work Together

Social Media Management

You want to be hands off — but still sound like yourself.
Monthly social media marketing from strategy to scheduling, with monthly check-ins, content hub, analytics, and content that reflects your voice and goals. My packages are designed to meet you where you are and grow with you.

🟢 Best for: Financial Professionals who are ready to offload content creation and stay consistent.

Marketing Reset

You need a marketing refresh – with a mix of DIY & DFY.
30-Day, 3-phase strategy build to reset your marketing to get more visiblity. I do the heavy lifting (DFY) and you do the posting (DIY). I focus on 3 key areas: marketing strategy, social media content and content hub.

🟢 Best for: Financial Professionals who need a plan and are willing to implement the plan.

Clarity Session

You need clarity around one problem with your marketing.
You bring the problem you’re stuck on. I help you get clear on what’s going on, why your stuck, and what to focus on next. When we’re done, you’ll receive a one-page marketing direction that lays out your next steps clearly.

🟢 Best for: Financial Professionals who just need to talk it out with a marketing strategist and get a plan.

Bianca’s company has been a blessing to my business. She goes above and beyond to look for ways to simplify your life as a business owner. She inserts her opinions when they are necessary and they are always helpful! She respects your time and offers fair pricing. There is no doubt in my mind that she is the perfect fit within anyone’s operation. Thank you for all you do for SVK!

Sonia Ballantyne

Boutique Owner