Mastermind

Unlock New Growth Opportunities with Mastermind

Unlock
New Growth Opportunities with Mastermind

At Mastermind, we help technology partners build credibility, connect with key decision-makers, and drive adoption of their solutions. Our strategic services are designed to position you as a thought leader, engage accountants and CFOs, and deliver marketing content that turns interest into action.

Educating your audience is key to building trust and adoption. We help technology companies establish authority through:

Marketing Content Creation

Learn More

Thought Leadership Webinars
Engage target audiences with high-value, educational sessions featuring your technology.

Authoritative White Papers
We develop original guides alongside your technology team and with respected finance leaders to build credibility.

Product Tours and How-To Guides
Get CPE-accredited product demos and in depth guides that educate Accountants about your platform.

Case Studies
We meet with your Accounting partners and customers to create detailed, relevant case studies for your website and Sales team

Your success depends on understanding what decision-makers want. We facilitate:

Accountant Interviews,
Demo Meetings & Surveys

Learn More

1:1 Accountant Interviews
Gather critical insights from finance professionals on industry pain points and technology adoption barriers.

Survey & Research Campaigns
Generate data-backed content and reports that position your company as an industry expert.

Demo Meetings with Decision-Makers
Secure meetings with CFOs, controllers, and firm owners to introduce your solution and build relationships.

Reach Your Accounting Audience

Learn More

Armed with market research, strong messaging and relevant marketing content, we help you reach your Accounting audience:

Advertising Platform Partnerships
We identify the right industry advertising platforms for you and negotiate media partnerships to help you win relevant leads at a competitive cost.

Targeted Email Nurture Campaigns
Convert prospects into leads with our personalized and engaging email nurture sequences.

LinkedIn & Social Media Marketing
We amplify your reach and position your brand in the right circles on LinkedIn

Sales Enablement Materials
We equip your Sales team with persuasive one-pagers and Sales pitch decks for the Accounting community.

We offer a comprehensive suite of services to ensure your platform gets the attention and trust it deserves.

Our Services for Technology Partners

Our Services
for Technology Partners

We specialize in B2B FinTech and SaaS marketing, with deep knowledge of accounting, finance, and professional services.

Industry Expertise

Our approach ensures every marketing effort is backed by insights and ROI-driven decision-making.

Data-Driven Strategy

We’ve helped technology companies scale their presence, drive product adoption, and close more deals.

Proven Results

We help you connect with the U.S. Accounting and Finance community

Why Partner with Mastermind?

Why Partner
with Mastermind?

Let’s work together to make your technology the go-to solution for finance professionals.

Get in touch today to explore how Mastermind can accelerate your growth!

Apply today

©Mastermind 2025

Home

About Us

Company

Get Help

Social

Cookie Policy

Facebook

Stay in the know

Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

NASBA ID: 137505

Stay in the know

Home

About Us

Company

Get Help

Social

Facebook

Cookie Policy

©Mastermind 2025

NASBA ID: 137505

“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
Ro’ee Margalit, co-founder and CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
Ro’ee Margalit, co-founder and CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
Ro’ee Margalit, co-founder and CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
Ro’ee Margalit, co-founder and CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"

“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
Ro’ee Margalit,
co-founder and CEO
“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
Ro’ee Margalit,
co-founder and CEO
“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
Ro’ee Margalit,
co-founder and CEO
“If you’re looking for a fractional marketing leader, Anna is a great choice. She designed the Rho Accountant Partner program, delivering value quickly in a dynamic environment."
Tommy McNulty, CRO
"We've completely reimagined our brand, introduced a scaled new martech stack across our franchise and have gotten back to franchise growth with Anna's help."
Jeff Phillips, CEO
"KMG got up to speed fast and stood up great product, CRM and content marketing programs helping us to rapidly accelerate Rotate's growth and adoption. Highly recommend as your go to market partner!"
Ro’ee Margalit,
co-founder and CEO