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Accounting Firm Marketing Plan8/10/2026
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Color
WBS Number
Task name / TitleAssigned to
Planned start date
Planned end date
Deadline
Progress (%)
Duration (hours)
Estimated hours
Time log (minutes)
StatusPriority
Task description
Cost
Actual cost
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1Executive Summary8/11/20268/16/20260320000
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1.1Target markets8/11/20268/12/20260800OpenMedium00
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1.2Situation Analysis8/12/20268/12/20260800OpenMedium00
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1.3Market Needs8/13/20268/14/20260800OpenMedium00
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1.4Market Analysis8/14/20268/16/20260800OpenMedium00
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2Potential Customers8/16/20268/19/20260240000
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2.1Large Business8/16/20268/17/20260800OpenMedium00
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2.2Growth Business8/17/20268/18/20260800OpenMedium00
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2.3Select Individual Accounts8/18/20268/19/20260800OpenMedium00
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3Market Demographics8/20/20268/24/20260240000
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3.1Market Segments8/20/20268/21/20260800OpenMedium00
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3.2Large Business8/21/20268/23/20260800OpenMedium00
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3.3Growth Business8/24/20268/24/20260800OpenMedium00
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4Market Trends8/24/20268/27/20260240000
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4.1Increasing use of software8/24/20268/25/20260800OpenMedium00
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4.2Key client growth8/25/20268/26/20260800OpenMedium00
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4.3Market Growth8/26/20268/27/20260800OpenMedium00
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5Macroenvironment8/28/20269/2/20260240000
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5.1Consumer trends8/28/20268/30/20260800OpenMedium00
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5.2Economic changes8/29/20268/30/20260800OpenMedium00
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5.3Technology advancements8/30/20268/31/20260800OpenMedium00
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5.4Competitive activity8/31/20269/1/20260800OpenMedium00
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5.5Political and legal environment9/1/20269/2/20260800OpenMedium00
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6The Company9/3/20269/6/20260160000
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6.1Mission9/3/20269/4/20260800OpenMedium00
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6.2Service Offering9/4/20269/6/20260800OpenMedium00
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6.3Positioning9/5/20269/6/20260800OpenMedium00
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7SWOT Summary9/7/20269/11/20260320000
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7.1Strengths9/7/20269/8/20260800OpenMedium00
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7.2Weaknesses9/8/20269/9/20260800OpenMedium00
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7.3Opportunities9/9/20269/10/20260800OpenMedium00
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7.4Threats9/10/20269/11/20260800OpenMedium00
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8Historical Results9/12/20269/14/2026080000
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8.1Successful9/12/20269/13/20260800OpenMedium00
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8.2Unsuccessful9/13/20269/14/20260800OpenMedium00
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9Marketing Strategy9/15/20269/23/20260480000
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9.1Value Proposition9/15/20269/16/20260800OpenMedium00
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9.2Critical Issues9/16/20269/17/20260800OpenMedium00
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9.3Financial Objectives9/17/20269/18/20260800OpenMedium00
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9.4Marketing Objectives9/18/20269/20/20260800OpenMedium00
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9.5Target Market Strategy9/19/20269/20/20260800OpenMedium00
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9.6Messaging9/20/20269/21/20260800OpenMedium00
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9.7Branding9/21/20269/22/20260800OpenMedium00
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9.8Strategy Pyramids9/22/20269/23/20260800OpenMedium00
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10Marketing Mix9/24/202610/8/20260800000
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10.1Product Marketing9/24/20269/25/20260800OpenMedium00
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10.2Pricing9/25/20269/27/20260800OpenMedium00
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10.3Promotion9/26/20269/27/20260800OpenMedium00
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10.4Advertising9/27/20269/28/20260800OpenMedium00
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10.5Public Relations9/28/20269/29/20260800OpenMedium00
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10.6Direct Marketing9/29/20269/30/20260800OpenMedium00
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10.7Web Plan9/30/202610/1/20260800OpenMedium00
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10.8Website Goals10/1/202610/2/20260800OpenMedium00
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10.9Website Marketing Strategy10/2/202610/4/20260800OpenMedium00
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10.10Development Requirements10/3/202610/4/20260800OpenMedium00
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10.11Implementation Schedule10/4/202610/5/20260800OpenMedium00
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10.12Sales Plan10/5/202610/6/20260800OpenMedium00
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10.13Sales Strategy10/6/202610/7/20260800OpenMedium00
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10.14Sales Process10/7/202610/8/20260800OpenMedium00
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11Financials10/9/202610/20/20260560000
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11.1Break-even Analysis10/9/202610/11/20260800OpenMedium00
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11.2Sales Forecast10/10/202610/11/20260800OpenMedium00
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11.3Sales by Partner10/11/202610/12/20260800OpenMedium00
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11.4Sales by Segment10/12/202610/13/20260800OpenMedium00
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11.5Sales by Specialization10/13/202610/14/20260800OpenMedium00
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11.6Expense Forecast10/14/202610/15/20260800OpenMedium00
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11.7Expense by Partner10/15/202610/16/20260800OpenMedium00
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11.8Expense by Segment10/16/202610/18/20260800OpenMedium00
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11.9Expense by Specialization10/17/202610/18/20260800OpenMedium00
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11.10
Linking Expenses to Strategy and Tactics
10/18/202610/19/20260800OpenMedium00
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11.11Contribution Margin10/19/202610/20/20260800OpenMedium00
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12Controls10/21/202610/26/20260240000
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12.1Implementation10/21/202610/22/20260800OpenMedium00
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12.2Keys to Success10/22/202610/23/20260800OpenMedium00
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12.3Market Research10/23/202610/25/20260800OpenMedium00
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12.4Contingency Planning10/24/202610/25/20260800OpenMedium00
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12.5CRM Plans10/25/202610/26/20260800OpenMedium00
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