Create a professional Marketing Strategy and Action Plan for an accounting firm with this comprehensive easy-to-use template.

This Marketing Plan can be edited for use by a professional corporation, partnership or association, or by a sole proprietorship. The Plan includes:

• financial and budget projections with respect to marketing and promotions,


• a situational analysis,


• a marketing strategy,


• a SWOT (strengths, weaknesses, opportunities, threats) analysis,


• a Confidentiality Agreement to protect against disclosure of your proprietary information, such as financial data.

This Accounting Firm Marketing Plan is provided in MS Word format, and is fully editable to fit your particular circumstances. Each section contains instructions to help you complete the document.