01
Fractional CMO
from
$3,500/mo
Strategic leadership for your in-house marketer. We design the strategy, build the 90-day roadmaps, train your hire and review the campaigns. You execute.
Book a Discovery Call Start your WizeMarketing™ journey
The Wize Way to
Growing an accounting firm should not require sacrificing your weekends. Wize builds your entire marketing engine: strategy, content, lead generation, prospect nurturing, and client conversion, so growth stops depending on referrals or late-night networking.
14/mo
Qualified leads
Discovery call booked
Ideal client · New lead
Trusted by
member firms
member firms
The marketing engine
Every stage, working together.
Awareness becomes leads, leads are nurtured, calls get booked and ideal clients sign on.
Awareness
Leads
Nurtured
Booked
Clients
14/mo
Qualified leads (was 1–2)
28%
Lead → client conversion
$235k
New ARR from inbound
The honest diagnosis
Why most accounting firm marketing fails.
The problem
Random activity. Posting on socials, the odd ad, an occasional newsletter - none of it works without a coordinated strategy.
One system
One system. Four levers. Compounding growth.
Awareness - authority content, SEO, social presence and strategic partnerships that get you discovered by ideal clients.
Authority contentSEOSocial presenceStrategic partnerships
How we work together
Three ways in. One engine.
02
Done-For-You Marketing
from
$5,500/mo
Wize becomes your outsourced marketing department. Positioning, website, SEO, content, social, email nurture, referral engine and pipeline reporting - all run by our team.
Book a Discovery Call03
Accelerated Growth Engine
from
$10,000/mo
Long-term marketing engine plus a SWAT-team B2B appointment-setting layer. Qualified meetings booked into your calendar from week one while we build the inbound engine in the background.
Book a Discovery CallÀ la carte services
Weekly tip email system, monthly SEO + AI-optimised blogs, social content, lead magnet creation. Buy standalone or bolt onto any plan.
Marketing case study
From referrals-and-luck to 14 qualified leads a month, on autopilot.
Priya S. · Auckland Bookkeeping Co · NZ · Done-For-You Marketing · 6 months
14/mo
Qualified leads (was 1–2)
28%
Lead → client conversion
$235k
New ARR from inbound
The challenge
Priya's firm had grown 100% on referrals and felt the ceiling. LinkedIn posts when she remembered, an old WordPress site, no nurture, no pipeline. She'd hired a marketing person who lasted 4 months before quitting from being a team of one.
The outcome
Six months in, 14 qualified discovery calls a month, 28% conversion to client, $4,800 average annual fee. That's ~$235k in new annual recurring revenue from inbound alone - and Priya hasn't written a LinkedIn post in 8 weeks.
The approach
- 01Discovery & positioning: locked in 'bookkeeping for NZ tradies and home services' as the ideal-client wedge.
- 02Rebuilt the site, lead magnet (Tradie Tax Toolkit), and a 12-email nurture sequence within the first 60 days.
- 03Wize ran the full Done-For-You retainer - SEO, weekly authority email, social, referral engine, CRM pipeline.
- 04Monthly pipeline review with Priya: kill what isn't working, double down on what is.
We've finally got a marketing engine that delivers leads every single month - not just when I remember to post on LinkedIn.
More from WizeMarketing members
Different firms. Same direction.
Real firms, real peopleWize replaced my entire marketing function for less than I was paying one part-time hire. And the work is better.
CM
Catherine M.
Founder, Catherine & Co
The Accelerated Growth layer landed us 9 qualified meetings in our first month while the inbound engine was still being built. That's never happened with any other agency.
DR
David R.
Owner, Riverstone Accounting
FAQ
Questions, answered.
Still weighing it up?
Talk it through with a Wize specialist and get a straight answer for your firm.
Book a Discovery CallHonest answer: a high-performing inbound engine takes 4–6 months to begin producing consistent leads. Once built, it compounds month after month. If you need leads sooner, our Accelerated Growth Engine layers B2B appointment setting on top so qualified meetings start landing in your calendar from week one.
A real marketing function needs ten skill sets - strategist, copywriter, social, web, automation, AI, design, paid ads, video, podcast. No one person has all of them. You either get a $60–90k unicorn who burns out, or a $250–500k+ team. Wize gives you all ten covered for a fraction of the cost.
Baseline example: 10 new leads/month × 20% conversion × $5,000 average annual fee = $120,000 in new annual revenue. That's the floor with strategic guidance only - Done-For-You and Accelerated Growth typically lift volume and conversion further.
No. All three plans are month-to-month with no lock-in. Website builds, paid advertising management and ad budgets sit outside the retainer and are quoted separately.
Yes - that's all we do. The positioning, lead magnets, nurture content and sales funnels are built around how firm owners actually buy accounting and bookkeeping services.
We audit what's working, cut what isn't, and rebuild from the ideal client and positioning out - so existing channels start pulling in the same direction instead of fighting each other.
Better together
Pairs well with the rest of the ecosystem.
Ready to build a predictable pipeline of ideal clients?
Talk to a Wize specialist. No pressure - just a real conversation about where you are.
Book a Discovery Call