Prepared for Scale Up Accounting
Strategy, execution, and a predictable marketing engine — built for Scale Up Accounting.
Improve & Grow Business
Increase & Protect Personal Wealth
Minimise Tax & Compliance
The objective
Shift Scale Up Accounting from ad-hoc or referral-dependent growth into a system-driven engine attracting high-quality Kiwi entrepreneurs seeking business advisory, governance, and financial freedom.
Senior marketing leadership paired with hands-on execution — working as part of the team, not simply delivering a strategy deck.
Core outcomes
A practical marketing function designed to make the firm clearer, more visible, and easier to choose.
A clear position and plan that connects every marketing move to commercial growth.
The practical systems and campaigns required to turn the strategy into market activity.
A measurable engine that builds demand, creates opportunities, and improves over time.
Scope & cadence
Enough structure to maintain momentum, with direct support when the market creates an opportunity.
Months 1–3
Deep-dive into the business, audience, current marketing, offers, data, and growth priorities to build the plan.
Fortnightly
Fortnightly tacticals with your Wise Marketing senior manager — focused working sessions to make decisions, remove roadblocks, and keep delivery moving.
Monthly
A clear review of KPIs, campaign performance, pipeline movement, priorities, and next actions.
As needed
Responsive strategic guidance between meetings when opportunities or decisions cannot wait.
Key work streams
Three connected streams take Scale Up from strategic foundation to sustained market momentum.
WORK STREAM 01
Build the commercial foundation before adding volume.
WORK STREAM 02
Put Scale Up’s expertise in front of the right people.
WORK STREAM 03
Use evidence to compound what creates demand.
Engagement milestones
The first 90 days build the plan; from month four we execute it and scale what works.
Deep-dive into the business, market, audience, and current marketing to establish the baseline.
Define the position, messages, and channel plan that will drive demand.
Finalise the plan and install the foundations ready for execution.
Execute the agreed plan, ship campaigns, and optimise what works.
Who does what
Most of the load sits with us. Your team stays close to the decisions, and specialists are only brought in where they genuinely add value.
Delivered by Wize Marketing
Fortnightly tacticals with your senior manager, plus a monthly board-style review.
Resourced internally by Scale Up
Expect roughly 2–4 hours per fortnight from Daniel and Amy once the rhythm is set.
Specialists (as required)
Only engaged where it adds value, always quoted and approved before commencing.
Investment & inclusions
Two-phase investment
Phase 1 — Strategy
Creating the plan and strategy
Phase 2 — Execution
Executing the agreed plan
Success measures
Success is measured in commercial signals — not activity for activity’s sake.
A consistent flow of relevant Kiwi business owners.
A compelling reason to choose Scale Up over a traditional accountant.
A visible, structured journey from enquiry to engagement.
Useful expertise published consistently to build trust and demand.
How it works
This is a working partnership. We set the direction together, then take responsibility for turning priorities into campaigns, systems, and measurable activity — while your team stays close to the decisions that matter.
Separate scope
In addition to this engagement, the website is scoped, quoted, and delivered as its own project.
What the scoping project covers
We manage the developer relationship and quality on your behalf — you approve direction, we handle delivery.
Estimated website fee
One-off project fee, dependent on the scope and size of the website required — number of pages, level of custom design, integrations, and content production.
Recommended approach
Your IT migration and office transition run to 31 December. This sequence means marketing does not wait for it.
Low internal load while your transformation completes: foundational thinking, positioning, and a clear roadmap ready to run.
AUD $5,000 / month
3 months · AUD $15,000 total
With the transition behind you, we move aggressively into market with campaigns already planned and briefed.
AUD $3,500 / month
Month to month · nothing committed until the plan is approved
Your questions
The strategy, planning, campaign direction, and delivery management all sit with us. The rhythm is fortnightly tacticals with your Wize Marketing senior manager, a monthly board-style KPI review, and ad-hoc access in between. During months 1–3 that includes discovery workshops with Daniel and Amy; from execution onwards it becomes campaign build, publishing, and optimisation run by us.
Time and truth, not marketing labour. We need the founders in the fortnightly sessions, technical sign-off on content, the founder voice on LinkedIn (we draft, you approve), client and referral insight, tool access, and prompt follow-up of the leads we generate. Realistically 2–4 hours per fortnight across the two of you.
Beyond the website build, the only likely local needs are photography or video in Auckland, and any paid media spend if we choose to advertise. Everything strategic and executional is covered by us. If PR or event activity becomes a priority we'd recommend NZ partners and manage them on your behalf.
We own the thinking and the accountability: site strategy, structure and sitemap, messaging and page copy direction, conversion and lead-capture design, brief and vendor selection, then reviewing the build and signing off on tracking before launch. You do not manage the developer relationship — we do.
Yes — that is exactly what we'd recommend given your IT and office transition to 31 December. Run the strategy and planning phase across the next three months at AUD $5,000 per month while your internal focus stays on the transformation, then step into execution at AUD $3,500 per month from January with the plan, positioning, roadmap, and CRM foundations already built. You avoid delaying again, and you start the new year executing rather than deciding.
Three months of strategy at AUD $5,000 per month (AUD $15,000 total), then AUD $3,500 per month from January for execution, month to month. Nothing further is committed until you approve the plan. A website, if you proceed, is quoted separately at AUD $5,000–$15,000 depending on scope.
The next move
Turn Scale Up’s expertise into a consistent growth system that earns attention, creates opportunities, and supports financial freedom.