How to Choose an Accounting Firm Marketing Agency

See how Zack Kahn evaluated outside marketing, what changed once qualified calls and cost per appointment became measurable, and why he stresses that results vary.

The short answer

To choose an accounting firm marketing agency, evaluate the team’s relevant experience and whether it can meet your operating standard, then agree on measurable outcomes such as qualified calls and cost per appointment. Give the channel enough consistent data to become readable, and count the owner time it replaces as part of the value. Treat performance as evidence, not a guarantee: Zack Kahn says his results improved substantially, but also says results vary.

Judge a Marketing Partner by the Time and Clarity the Relationship Creates.

Zack Kahn, a partner at Scalability, explains why he stopped piecing marketing together himself, what he measured after hiring Social Club Studios, and how a clearer acquisition channel gave him more room to work on pricing and operations.

  1. 01

    Count the Owner’s Time as a Real Cost

    Zack had spent about a year trying agencies and other options. He would not name an exact dollar figure, but said the lost time mattered alongside the thousands of dollars a firm may spend while figuring marketing out.

  2. 02

    Track Qualified Calls, Not Activity Alone

    Scalability tracked conversations with people the team believed could become clients. Zack says three months with Social Club Studios produced more of those qualified calls than other channels had produced over the prior nine months.

  3. 03

    Wait for Consistent Data Before Calling the Channel Clear

    After roughly two months, Zack could estimate cost per appointment from one acquisition channel instead of combining referrals and unrelated sources. He calls the visibility much better than before, not perfect or guaranteed.

A useful agency relationship makes the acquisition channel easier to read.

Zack’s decision began with a capacity problem. He was interested in sales and marketing, but other responsibilities limited the time he could give it. After trying different providers, he looked for a team with relevant experience and a standard he trusted so he could buy back time without lowering his expectations.

The relationship became tangible when qualified calls and cost per appointment could be tracked with consistent data. That visibility did more than describe marketing performance: it gave Zack confidence that pipeline was being generated and more flexibility to work on pricing, internal operations, and efficiency. He is careful to say the system was not perfect and that no provider can guarantee results.

Zack’s agency evaluation path
01Recognize the time constraint
02Look for relevant experience
03Define a qualified call
04Collect consistent channel data
05Calculate cost per appointment
06Use the visibility to refocus
Decision guide

Questions firm owners ask when choosing a marketing agency.

How should an accounting firm choose a marketing agency?

Zack’s criteria were practical: he wanted people who had been there before, knew what good execution looked like, could help him, and could uphold the standard he expected. He had watched Peter’s content and the team’s work before deciding to try the relationship. His account suggests evaluating relevant experience and execution quality in the context of the owner time the team can return.

The next test is measurement. Scalability tracked qualified calls and, after about two months of consistent data, could estimate cost per appointment for the acquisition channel. That was clearer than Zack’s earlier habit of combining referrals and other sources. It did not make the channel perfect, but it gave him a more useful basis for decisions.

What should a firm measure after hiring a marketing agency?

In this interview, Zack focuses on the number of qualified calls and the cost per appointment. Scalability treated a call as qualified when the person looked like someone who could become a client. That definition kept the comparison closer to pipeline quality than a raw lead or activity count.

He also needed a consistent period of data. After roughly two months, the channel was clear enough for him to estimate appointment cost. The video does not supply a universal benchmark or prescribe an exact evaluation window for every firm; it documents the point at which Zack’s own data became more usable.

Is the agency fee the only cost to compare?

No. Zack declines to give an exact amount spent before Social Club Studios, but says both money and time were real costs. He notes that a firm can spend at least thousands of dollars over six months of trying to figure marketing out, while the owner also gives up time that could go to the work the business does best.

He compares outsourcing marketing with Scalability’s own value proposition: clients hire the firm to get finance work off their plate. His decision was similarly about buying back time from a function he understood in part but could not keep owning alongside everything else.

What can clearer marketing data change beyond lead generation?

For Zack, clearer data and a more visible pipeline created room to think about other parts of the business. He could spend more attention on pricing, internal operations, and efficiency while knowing Peter’s team was working on acquisition. He describes that as the beginning of a flywheel he wants to create, not a finished state.

That distinction matters. The interview presents better visibility as a way to allocate attention, not proof that operations solve themselves. Zack still describes the business as working through constraints and says he did not want to move on from marketing until that part was receiving enough focus.

Video chapters

Jump to the part you need.

  1. 0:00Why Zack wanted an A-player marketing team
  2. 0:49Meet Zack Kahn and Scalability
  3. 1:11The time and money cost of prior attempts
  4. 2:01Compare qualified calls across channels
  5. 2:30Find clarity in cost per appointment
  6. 3:10Turn pipeline visibility into operating room
  7. 4:08Choose experienced help without expecting guarantees
Edited transcript

Read the training.

Adapted from Peter’s original video and edited for clarity. Promotional proof claims that are not needed to understand the lesson have been omitted.

A year of trying to find the right marketing team

Zack Kahn had spent about a year looking across agencies and other providers while trying different approaches. He was interested in learning more about marketing, but his responsibilities elsewhere in the business meant he did not have as much time to do the work himself. The central issue was not simply finding another vendor. He wanted what he calls an A-player team and felt he had not yet found one.

Zack believed he knew what strong individual performance and a strong team looked like. He had followed Peter Vander Wall’s content, watched what the Social Club Studios team had done, and reviewed the results being discussed. That prior exposure helped him decide to give the team a chance. He later describes the working experience as substantially better than what came before.

Scalability serves as an outsourced finance team

Zack introduces himself as a partner at Scalability. The firm provides bookkeeping, controllership, and day-to-day finance support for small and midsize businesses. At a high level, the team aims to plug into a client company as its finance function.

That context shapes how Zack thinks about outsourcing. Scalability asks its own clients to hand off finance work that is outside their core focus. Zack applied the same logic to marketing: if a specialized team had already done the work, understood what good looked like, and could meet his standard, hiring that team could return time to him.

The previous cost included both money and attention

When Peter asks what the earlier experiments cost, Zack chooses not to give an exact dollar amount. He says the monetary cost was real, but emphasizes the time cost. In his view, a firm that spends six months figuring this out can easily spend at least thousands of dollars before accounting for the owner’s attention.

Zack had not seen the result he expected from that investment and believed there should be a better way. Part of him wanted to keep doing it himself, but competing responsibilities made the tradeoff harder to justify. He wanted to buy back his time while still working with people who could hold the work to his standard.

Qualified calls made the channel comparison concrete

Scalability tracked its numbers closely. Zack says that in three months with Social Club Studios, the firm received more calls with people it considered plausible clients than it had received through other channels over the preceding nine months. He describes that comparison as an easy threefold improvement and possibly more.

The evidence is Zack’s account of Scalability’s experience, not a promise for another firm. The useful measurement detail is the object being counted: qualified calls, defined in the interview as conversations with people the team believed could actually become clients. That is a more specific business signal than simply counting attention or inquiries.

Consistent data revealed cost per appointment

The moment the channel felt real came after roughly two months of consistent data. Zack could estimate a cost per appointment cleanly for the first time. Previously, he had pulled information from separate sources and tried to combine referrals with non-referral activity, leaving the acquisition picture unclear.

He immediately qualifies the improvement. Two months did not make the system perfect, and he does not want viewers to expect perfection on that timetable. His narrower claim is that the visibility was far better than before. A single acquisition channel with consistent measurement gave him a number he could use.

Pipeline visibility gave the owner room to work elsewhere

Zack enjoys sales and marketing, but he also wanted to become more involved in operations. Once more data was coming in and he could see that pipeline was being generated, he had greater flexibility to examine pricing and internal operating improvements. Before that, marketing felt like a hole he needed to keep plugging before he could responsibly shift attention.

Working with a team that owned the acquisition work gave him some space to push on efficiency and other parts of the business. Zack describes the effect as the start of a flywheel he wants, while explicitly noting that the firm is not there yet. The channel did not eliminate the rest of the operating work; it changed where his attention could go next.

Relevant experience still comes with no guarantee

Asked what he would tell another firm owner considering Social Club Studios, Zack acknowledges that it is a significant decision. He frames the choice partly around speed: experienced providers exist, and a firm owner has to decide how quickly they want to reach the next stage and whether outside help is the right way to do that.

Zack says his confidence comes from working with a strong team that follows through, while the client also has to deliver what is requested and show up ready. He closes with an explicit warning that nobody can guarantee results and that another firm’s outcome may vary. His recommendation rests on team quality and his own measured experience, not certainty about what will happen for everyone else.

Peter Vander Wall, founder of Social Club Studios

Meet Peter Vander Wall.

Peter is the founder and CEO of Social Club Studios. He specializes in marketing systems for accounting firms that are ready to grow beyond referrals.

His team connects positioning, video, funnels, follow-up, and conversion tracking into infrastructure the firm can own.

Meet the team

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