BradyRenner Upgrades Their Marketing & Brand Strategies for Successful Small Business Outreach

Needs & Challenges

Business at BradyRenner skyrocketed seven years ago after acquiring a smaller practice — effectively doubling the firm’s size overnight. Prior to this, BradyRenner maintained a small circle of dedicated clients and a reputation as a “mom-and-pop” sole proprietor operation. The CPA team needed to quickly advance into uncharted territory and establish a more sophisticated marketing presence to accommodate their now larger audience. 

This years-long growth journey was met with other challenges, as well. The drastic economic effects of Covid-19 necessitated changes to the U.S. tax system. In the previous eighteen years, there were only two major tax law alterations — but three new tax updates occurred in the space of just eighteen months following the onset of the pandemic, leaving small businesses with questions about how to move forward. 

The beginning of 2020 also proved challenging for client-firm relationships across the professional services sector. Many other accountants, attorneys, bankers, and other firms lost business or liquidated because they were unable to provide the client communication necessary to navigate this unprecedented time. BradyRenner’s objective was clear: find new ways to ensure that their clients felt supported and educated on dramatic changes in the financial landscape.

Wendt Partners Solutions

BradyRenner first became interested in Wendt Partners after coming in contact with one of the growth solutions provider’s previous accounting firm clients. With an excellent website, crisp logo work, and other digital elements, BradyRenner’s competitor was able to promote their industry advantages and capabilities to convey a large industry presence despite their smaller physical size.

BradyRenner took note and began their rebranding journey in suit. Wendt Partners implemented their one-of-a-kind Business Growth Stack and performed a complete upgrade of BradyRenner’s marketing and brand strategies. They stormed out of the gate with a brand-new website, logo, print elements like business cards and a capabilities brochure, and even new email signature designs. The whole process was strategically implemented over a year-long roadmap. And that's not all:

• Marketing Engagement: Upon launching the new BradyRenner brand strategy, Wendt Partners’ role morphed into an ongoing marketing support engagement. BradyRenner was introduced to the HubSpot platform, where they’ve been housing client communications ever since. Wendt also built out a robust content management strategy to ensure that the BradyRenner site is constantly being updated with helpful blog articles targeting both their specific industry audiences and small businesses as a whole.
• Consistent Communication: To further support BradyRenner clients, Wendt implemented frequent email alerts and an intuitive meeting scheduling system. BradyRenner was able to showcase one of their strongest points — their dedication to cultivating client relationships — by being there for clients when they needed it most.
• Customization and Flexibility: When BradyRenner expressed the need for more streamlined bookkeeping and accounting processes, the Wendt Partners team researched, located, and implemented a workflow software specifically designed for accounting firms to give BradyRenner the greatest possible advantage — a testament to their adaptability.

Consistent Communication

To further support BradyRenner clients, Wendt implemented frequent email alerts and an intuitive meeting scheduling system. BradyRenner was able to showcase one of their strongest points — their dedication to cultivating client relationships — by being there for clients when they needed it most.

Customization and Flexibility

When BradyRenner expressed the need for more streamlined bookkeeping and accounting processes, the Wendt Partners team researched, located, and implemented a workflow software specifically designed for accounting firms to give BradyRenner the greatest possible advantage — a testament to their adaptability.

Future Goals: Continued Organic Growth

The last seven years with Wendt Partners have proven instrumental for BradyRenner’s continued success and industry presence growth on the east coast. The firm has reached a stable point in its life cycle where it can be confident in its continued organic growth. The BradyRenner team knows that they can rely on Wendt Partners to help create and distribute helpful content and industry news to their clients, cultivate a regular schedule of timely and educational events, find new client leads and potential small business industry verticals for the firm to provide financial services to, and maintain the reputation for excellent service that BradyRenner clients expect and appreciate. 

Implement Innovation With Wendt Partners

For over 25 years, Wendt Partners has been at the forefront of B2B business growth and development. Our team will help you find innovative solutions to your most pressing needs and challenges, from branding and marketing to HubSpot CRM implementation. Contact us using our online form or over the phone today to get started.