New Claude marketing course for accountants. Coming July 2026.

Run your accounting firm’s marketing with AI agents.

Your AI agents draft the blogs, posts, and newsletters in your firm’s voice. You approve from your phone in minutes. Leads come in while you stay focused on clients. Built on the system Markology has used for 7+ years to get accounting firms found and recommended on Google and AI search.

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7+
Years marketing accountants
16
Modules, paced monthly
$299
Per month, cancel anytime
claude code  ·  the claude marketing course
 claude /course progress
Loading course state for: Smith CPA & Co.
YOUR COURSE PROGRESS  16 MODULES
 01  Claude, Set Up For Your Firm
 02  Your Tools, In One Brain
 03  Your Firm’s Voice Profile
 04  Routines & Approvals (in progress)
  05  SEO & AI Search Foundation
  06  The Blog Engine
  07  Newsletter Engine
 3 of 16 done  ·  new modules unlock every month.
 _

Built by the team behind the results

100+
Accounting firms grown
375%
Average lead growth
7 yrs
In the accounting niche
Google + AI
Where clients find them
Built for accountants

Do any of these
sound familiar?

Google Ads

Ever wanted to try Google Ads on your own but needed a little direction?

Email

Keep meaning to start a client newsletter and never quite get to it?

AI search

Noticed competitors show up in ChatGPT and wondered how they got there?

LinkedIn

Know you should post on LinkedIn but freeze on what to actually say?

Website

Wish your website booked calls instead of just sitting there?

Content

Started a blog post once, then watched it die in your drafts?

This course helps you
actually do it.

Every module turns one of these into a repeatable system you build with Claude and approve in minutes. You’re already using AI for client work. This points a little of it at your own marketing.

The math no accountant can ignore

Marketing used to cost
$5,000 a month.
Now it’s $299.

You know your write-offs cold. You know your break-even. Now look at the line item below for “marketing.” For a long time the only options were expensive. The course is the fourth option.

In-house marketing director $80K/yr + benefits
Generalist marketing agency $5K/mo + ramp time
Markology LITE (done-for-you) $1,699/mo
The Claude Marketing Course (DIY) $299/mo
The curriculum · 16 modules, unlocked monthly

Everything we use for clients,
built into a DIY monthly course.

If you’ve ever thought “we should really try that,” it’s in here. Google Ads, SEO, AI search, website, email, social, video, and outreach, all covered across the 16 modules. New ones open every month in the order that builds on itself, each drop sized to finish before the next one lands.

1

Stand up your marketing engine

Unlocks day one

Wire Claude into your firm, lock your strategy and voice, build the site that books calls, and get your first content live. Every piece is researched and fact-checked against current tax law before it reaches you. Everything here opens the day you join.

01 SETUPGetting started

Claude, Set Up For Your Firm

  • Install Claude Code on your machine
  • Connect Drive, email, calendar, and meeting notes
  • Build your firm’s Business DNA file
  • Set Claude output defaults for your practice
Connected Claude workspace
03 FOUNDATIONStrategy

How Marketing Actually Works

  • Map your ideal client and target niche
  • Audit your 7 core marketing channels
  • Identify your highest-leverage opportunity now
  • Build a 10-page strategy document for your firm
10-page marketing audit + strategy
04 MESSAGINGBrand voice

Sound Like A Firm Worth Hiring

  • Audit your current homepage and service pages
  • Move from features to outcomes in your copy
  • Train Claude on your firm’s voice profile once
  • Rewrite your hero block in your new voice
Messaging audit + hero rewrite
05 SEOSearch

What Your Buyers Actually Search

  • Research what your best prospects actually search
  • Map your competitors’ keyword gaps
  • Choose the 1 head term you can win first
  • Build your full keyword and content strategy
SEO + competitor strategy doc
07 WEBSITEConversion

A Site That Books Calls

  • Audit your site architecture against best practice
  • Write service pages that convert inquiries
  • Build a homepage that gets found and books calls
  • Set up your contact and intake flow
Full website audit + page drafts
09 CONTENTPublishing

The Monthly Content Engine

  • Set your monthly content calendar in Google Sheets
  • Draft and publish blog posts with Claude
  • Manage GBP posts, reviews, and citations
  • Track and auto-index new content
1-month content calendar + grading workbook
15 ACCURACYNew module

Researched And Fact-Checked First

  • Build the research skill that sources every claim before drafting
  • Check tax figures and deadlines against current IRS and state rules
  • Run the fact-check pass that flags anything unverified for you
  • Nothing reaches your approval queue until it clears the checks
Research + fact-check skill, wired before approval
2

Show up everywhere they look

Unlocks month 2

Get found and recommended on Google and AI search, show up on the social channels that matter, and turn readers into an email list you own.

06 AI SEARCHNew module

Show Up In ChatGPT + Perplexity

  • Set up llms.txt for your website
  • Add schema markup for AI answer engines
  • Build your E-E-A-T signal package
  • Run a monthly AI visibility check routine
AI visibility scorecard
10 EMAILRetention

The Newsletter That Pays For Itself

  • Build your lead magnet and opt-in flow
  • Set up a 3-email welcome sequence
  • Write your monthly newsletter with Claude
  • Create a referral ask campaign
Welcome + newsletter + referral kit
11 SOCIALChannels

For The Accountant Who Hates Social

  • Choose your 1-2 platforms (skip the rest)
  • Set up Metricool for one-window scheduling
  • Draft a full month of LinkedIn content with Claude
  • Build your personal vs. business page strategy
Monthly social plan + auto-schedule
3

Measure it, then add video

Unlocks month 3

See exactly what’s working with a five-number dashboard, then launch the explainer videos that compound on YouTube and in search.

08 TRACKINGAnalytics

Know What’s Working In One Look

  • Install GA4 and Google Search Console
  • Set up conversion and goal tracking
  • Build your 5-number weekly dashboard
  • Create your 20-minute Monday review routine
Personalized reporting rhythm
12 YOUTUBEVideo

The Explainer Channel Move

  • Set up your filming and editing workflow
  • Build the 3 video formats that work for CPAs
  • Write scripts, captions, and thumbnails with Claude
  • Publish and index for AI and Google search
First 3 video templates
4

Outreach and advanced plays

Unlocks month 4

Open new lead channels through podcasts and partnerships, run your own Google Ads for high-intent searches, then layer on the advanced plays once your engine is humming.

13 OUTREACHGrowth

Podcasts, Partnerships, Networking

  • Build your guest podcast pitch template
  • Write cold email sequences for referral partners
  • Set up your BNI and Chamber strategy
  • Create your online networking follow-up kit
Outreach template kit
16 GOOGLE ADSPaid search

Run Your Own Google Ads

  • Set up your first Search campaign for high-intent local terms
  • Write ad copy, headlines, and extensions with Claude
  • Structure campaigns, keywords, and negative-keyword lists
  • Set budgets and read the numbers that matter: cost per lead and conversions
Launch-ready Google Ads campaign
14 ADVANCEDScaling

Advanced Plays For Growth Firms

  • Scale winning ads into multi-service campaigns
  • Build multi-service and multi-location funnels
  • Set up advanced attribution across channels
  • Automate quarterly strategy reviews with Claude
Advanced growth playbook
5

Plug in your existing tools

Unlocks month 5

Connect your practice-management stack so Claude reads your live client data. It lands last because it builds on everything before it.

02 INTEGRATIONSTools

Your Tools, In One Brain

  • Connect Canopy, Carbon, or Karbon
  • Plug in QuickBooks and your billing tools
  • Wire up Calendly, HubSpot, or your CRM
  • Build a live client feed Claude reads in real time
Practice stack wired in

New modules unlock on the first of each month. You keep everything you’ve unlocked for as long as you’re a member. Same $299/month, whether you’re on month one or month five.

How you run it

Two ways to use it.
Same $299/mo.

You go through the foundations of marketing either way. The difference is what you do with them: stand up AI agents that run your marketing on a weekly loop, or open Claude and run one task whenever you need it. Switch any time.

Set it and approve

Build your
AI agents.

Full system  ·  routines + approvals

Stand up the automated marketing department. Your agents draft the blog, the LinkedIn post, and the newsletter on a weekly loop. You get one email, open one Google Sheet, and approve. The system keeps you found and recommended on Google and AI search while you stay on client work.

  • Weekly routines that draft, queue, and wait for your sign-off
  • One email, one Sheet, three taps to approve the week
  • Built to bring leads in on Google and AI search
  • Nothing publishes without you. Ever.
$299/month  ·  cancel anytime
On demand

Run one
task.

Standalone skills  ·  90 sec to 4 min each

Some weeks you just need one thing. Open Claude, ask for a blog, a LinkedIn post, a newsletter, or a website audit, and get a finished draft back in minutes. No system to maintain. Run a skill, take the deliverable, get back to your day.

  • Every skill works as a standalone command
  • Write one blog, draft one newsletter, audit one page
  • Bring leads in without building the full loop
  • Same firm voice, same approval gates
$299/month  ·  cancel anytime
How it works in practice

Choose to automate your
marketing work with
AI agents.

Here’s an actual Monday. Your firm. Your name. You’ve already made coffee. You’re about to spend twelve minutes on marketing for the entire week.

One monday morning
8:42 AM to 9:14 AM
5
Steps
12
Minutes total
3
Approvals
8:42
AM
Step 01

You see the email

One email from your marketing system. Subject: “3 things waiting for your review.” It lists a blog, a LinkedIn article, and your June newsletter. You tap “Open Marketing Board.”

M
Markology Marketing
to me
8:42 AM
📋 3 items waiting for your review

Your marketing board has 3 items ready for your sign-off. Each takes 2 to 3 minutes to review.

BLOG5 Tax Deductions Austin Restaurant Owners Miss
LINKEDINQuarterly Reviews Beat Year-End Scrambles
NEWSLETTERJune: OBBBA Changes and Your Tax Return
Open Marketing Board →
8:43
AM
Step 02

Your Google Sheet opens

You’re inside your Marketing Board. Three rows are yellow. You tap the first row’s title. Google Docs opens to the blog draft on your phone.

8:43
📊
Marketing BoardGoogle Sheets
↗ ⋮
FileEditViewFormat
#
TITLE
STATUS
2
BLOG 5 Tax Deductions Austin Restaurant Owners Miss📄 Doc · Pub Jun 23
⏳ Awaiting
3
LI ART Quarterly Reviews Beat Year-End Scrambles📄 Doc · Pub Jun 23
⏳ Awaiting
4
NEWS June: OBBBA Changes and Your Tax Return📄 Doc · Pub Jun 20
⏳ Awaiting
8:46
AM
Step 03

You read the blog

1,250 words, in your firm’s voice. You read it in 3 minutes. It sounds like you. You’d publish this exact thing if you’d written it yourself.

8:46
📄
Blog #1 · Tax DeductionsGoogle Docs
↗ ⋮
5 Tax Deductions Austin Restaurant Owners Miss
By Smith CPA & Co. · 3 min read · Drafted Jun 21

If you run a restaurant in Austin, hiring the right CPA is one of the highest-leverage decisions you’ll make in your first 3 years.

The wrong one costs you in two ways: thousands in missed deductions, and the slow drag of always rebuilding if your books aren’t right.

What to ask before you hire

[draft continues 1,150 more words]

9:11
AM
Step 04

You tap the dropdown

Back to the Sheet. You tap the yellow “Awaiting Review” cell. Dropdown opens. You tap Approved. Row turns green. Repeat for each piece.

9:11
📊
Marketing BoardGoogle Sheets
↗ ⋮
FileEditViewFormat
#
TITLE
STATUS
2
BLOG 5 Tax Deductions Austin Restaurant📄 Doc · Pub Jun 23
⏳ ▾
3
LI ART Quarterly Reviews Beat Year-End📄 Doc
⏳ Awaiting
4
NEWS June: OBBBA Changes📄 Doc
⏳ Awaiting
Awaiting Review
Approved
Needs Edits
Scheduled
Published
9:14
AM
Done.

All 3 approved. You’re done.

Three taps total. Your Sheet is all green. You close your phone and get back to client work. Your marketing for the entire week is finished.

9:14
📊
Marketing BoardGoogle Sheets
↗ ⋮
FileEditViewFormat
#
TITLE
STATUS
2
BLOG 5 Tax Deductions Austin Restaurant📄 Doc · Pub Jun 23
✓ Approved
3
LI ART Quarterly Reviews Beat Year-End📄 Doc · Pub Jun 23
✓ Approved
4
NEWS June: OBBBA Changes📄 Doc · Pub Jun 20
✓ Approved
5
LI POST The one number every business owner📅 Jun 23 · 9am
📅 Sched.

Your total time this week: 12 minutes. The system did the typing. You did the approving.

12
Minutes per week
4
Min avg review
1
Gesture to approve
Approvals made easy

You already use
Google Sheets every day.
So does your marketing.

Every piece is researched and fact-checked against current tax law before it lands in your queue. So your review is fast: you won’t learn a new app or log into another platform. The status column is a dropdown. Tap it, pick “Approved,” done.

📊
Markology · Marketing Board Google Sheets
Share
FileEditViewInsertFormatDataToolsExtensionsHelp
#TYPETITLESTATUSDOC LINKPUB DATE
2BLOG 5 Tax Deductions Austin Restaurant Owners Miss ⏳ Awaiting Review 📄 OpenJun 23
3LI ART Quarterly Reviews Beat Year-End Scrambles ⏳ Awaiting Review 📄 OpenJun 23
4NEWS June: OBBBA Changes and Your Tax Return ⏳ Awaiting Review 📄 OpenJun 20
5LI POST The one number every business owner should review monthly 📅 Scheduled 📄 OpenJun 23
6CAROUSEL 5 things every accountant’s website is missing ✓ Approved 📄 OpenJun 25
4 min
Average weekly review pass
Your phone
Between meetings, on the train
One tap
Tap row. Read. Tap Approved.
Your Drive
Your data, your account, your control
The standalone skills

Every skill
works on its own.

You don’t have to run the whole system. Some weeks you just need one thing: open Claude, run the skill, and a finished draft comes back in minutes. Here are five you’ll reach for most.

/blog-draft
3 min

“Write a blog about tax mistakes restaurant owners make.”

You get back a 1,250-word draft in your firm’s voice. Declarative + question H2s, direct-answer openers, keyword anchors. Ready to paste into your CMS.

/social-monthly
2 min

“Draft a LinkedIn post about the most common payroll mistake.”

You get back a post, a caption, and 3 hashtag options. In your voice. No “Did you know…?” Just plain expert framing.

/website-audit
4 min

“Audit my homepage for a CPA serving contractors.”

You get back a diff of what’s working vs what’s drifted, plus a revised hero block. Read it, take what helps, leave what doesn’t. No subscription required.

/monthly-metrics
90 sec

“Pull my top search queries from this month.”

You get back five numbers: traffic up or down, the queries earning you clicks, your biggest opportunity, and what to do about it next month.

/newsletter-draft
3 min

“Draft a June newsletter about estimated tax deadlines.”

You get back a subject line, preview text, and a 400-word body. Paste it into Mailchimp. Send. The whole task done in less time than making a sandwich.

This is what one skill looks like

You type the command.
You get the deliverable.

No prompt engineering. No back-and-forth. No “make it sound less AI.” Every skill is a standalone command Claude already knows how to run. Ask for it, walk away for two minutes, come back to a finished draft saved in your Drive.

claude code  ·  ~/marketing
 /blog-draft Write a blog post about Q4 tax prep for small business owners.
  Running skill: blog-draft  ·  using your firm voice profile
  Pulled firm voice profile (Smith CPA & Co.)
  Drafted 1,247-word blog post in your voice
  Mixed declarative + question H2s, direct-answer openers
  Added internal links to /tax-planning and /small-business-accounting
  Created Google Doc in your Drive
📄  Q4 Tax Prep Checklist for Small Business Owners  ·  1,247 words  ·  saved to Drive
Open Draft Add to Content Board Schedule for Oct 1
 Total time: 47 seconds. No routine. No sheet. Just the draft.
 _
47 SEC
From ask to draft
1 CMD
No prompt engineering
YOUR VOICE
From your firm profile
YOUR DRIVE
Saved in your account
Whitney Hesmer, Markology founder
Whitney HesmerFounder, Markology
Seven years running marketing for accounting firms

The system the course teaches is the same one we run every week.

Markology has worked with accounting firms nationwide since 2019. Local CPAs, niche specialty firms, multi-location practices. You’re not learning theory from someone who read about accountants. You’re learning the literal playbook from the people who execute it for paying agency clients right now.

7+
Years in accounting marketing
100+
Firms grown
100%
Accounting-only focus
What you get every month

New skills
every month.

Google changes. ChatGPT changes. Mailchimp redesigns its dashboard. The course updates in lockstep. Every month brings a fresh set of cut-and-paste skills you drop into your Claude. Done.

/blog-draft /linkedin-post /newsletter-draft /website-audit /monthly-metrics /gbp-post /review-response /email-sequence /competitor-scan /ai-visibility-check /blog-draft /linkedin-post /newsletter-draft /website-audit /monthly-metrics /gbp-post /review-response /email-sequence /competitor-scan /ai-visibility-check
/podcast-pitch /case-study /referral-ask /carousel-draft /youtube-outline /cold-email /schema-inject /keyword-cluster /llms-txt-update /service-page-audit /podcast-pitch /case-study /referral-ask /carousel-draft /youtube-outline /cold-email /schema-inject /keyword-cluster /llms-txt-update /service-page-audit
📅
Monthly live Q&A with the Markology team.
One hour, live, every month. Bring your firm, your campaigns, your results. Ask anything.
Honest fit-check

Who this course is for.
And who it isn’t.

Built for you if you are
  • A CPA, EA, bookkeeper, or fractional CFO with your own firm
  • AI-curious or already using ChatGPT or Claude in your week
  • Spending zero on marketing and feeling it, or spending too much and unsure what’s working
  • Comfortable opening Google Drive and editing a sheet
  • Willing to read a draft Claude wrote and improve it before it goes live
  • Open to one piece of marketing this weekend, more next month
Not built for you if you
  • Want a hands-off, done-for-you service. That’s Markology LITE, $1,699/mo.
  • Want one-on-one weekly calls and a custom strategy. That’s the agency tier.
  • Want to never look at your firm’s marketing again, ever
  • Are looking for “AI tricks” or growth-hack one-offs
  • Have never opened Google Drive and never want to
Trusted by accountants

The firms we work with
say it best.

Real reviews from accounting firms we’ve grown. The course hands you the exact system behind these results.

“They consistently delivered high-quality work on time, often going above and beyond.”

John Wazydrag, CPA
Co-founder of Equivion

“Actually gets you leads, not just looks pretty.”

Rachel Smith
Owner of Books on Point

“The Markology team is just great at making sure things happen in the best way possible.”

Maria & Denise
Co-founders of Urban Way Collective

“We have so many leads, it’s kind of crazy!”

Toni Cameron, CPA
TL;DR: Accounting
Before you join

Questions,
answered.

Do I need to know how to code?
No. Everything runs through plain typed instructions in Claude Code. If you can write an email, you can run it. We walk you through every setup step, click by click.
Do I need my own Claude subscription?
Yes, you bring your own Claude account. In the first module we show you exactly which plan to get and how to connect it, so you are up and running the same day.
What’s the difference between Claude Code and ChatGPT?
ChatGPT answers questions in a chat window. Claude Code actually does the work: it drafts, files, schedules and connects to your tools, so your marketing gets built, not just talked about.
How long does setup take?
Most firms are set up in an afternoon. The first three modules get Claude configured for your firm, your tools and your voice before you publish a single thing.
What exactly do I get when I join?
16 modules that take you from install to a running marketing operation, new skills added every month, and a monthly live Q&A with the Markology team.
Will this actually get my firm found?
That’s the whole point. The system is built to get accounting firms found and recommended on Google and AI search, the same approach we’ve used for 100+ firms over the last 7+ years.
Can I cancel anytime?
Yes. It’s month to month at $299 and you can cancel whenever you like. Founding members keep their rate for as long as they stay subscribed.
Is this only for US firms?
No. We work with accounting firms across the US, UK and Australia, and the course works the same wherever your firm is based.
Launching July 2026

Get in early.
Hold your founding
member pricing.

Public launch is July 2026 at $299/month. Get in early to lock in the launch rate before pricing rises, and get the first look at every new skill we drop.

Early access First to every new skill Locked-in $299 rate Monthly live Q&A No obligation
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