What to outsource or not…
Prospects and clients ask us all the time: How do you work with in-house marketing teams? We always say, it depends.
To answer this question, it may depend on the size of the firm. Accounting and advisory firms range in size from less than $10 million in revenues to more than $200 million. Their internal marketing and growth teams also vary in size and structure.
For the Spring 2026 issue of Growth Strategies: The Journal of Accounting Marketing and Sales by the Association for Accounting Marketing, we wrote an article about how to structure outsourced marketing for small, mid-sized and large/major firms. The article explains how to be strategic with outsourced marketing to best leverage the talents of the in-house team and your outsourced partners.
For example, a large to major firm ($50 million to $200+ million) could use an outsourced partnership to build infrastructure and contextual learning for the in-house team. Rather than focusing on tactics, outsourcing provides an outside view and strategies for process or training gaps.
In a mid-sized firm ($10 million to $50 million), outsourced consultants can support strategic assessment of marketing and lead generation measurements. Their role may be focused on a needed function on the in-house team or on a business objective.
For small firms, it’s all about capacity and cost containment. Outsourced partners can accelerate growth and help the firm scale its in-house team and tools when appropriate.
Read the full article for more insights on how to best use an outsourced consulting relationship for futuristic marketing.
Structuring Outsourced Marketing for Small, Mid-sized and Large Firms
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