The Challenge

Despite being in business for over 20 years and offering a wide range of services, Cook CPA Group lacked clarity on how to scale their company. Defining their brand and mission proved to be a challenge, which made it difficult for them to attract new clients. While they provided a range of services, it wasn’t clear what set them apart from other CPA firms.

The Solution

Adrian Agency helped them define their target client through a brand strategy. The marketing strategy included creating a recurring program called Tools to Thrive, which provides outsourced CFO services. Through a comprehensive rebrand, website redesign, and automations to funnel traffic, Cook CPA Group got on course and is now thriving, with a recurring revenue stream for the firm.