Tax & Accounting Firm Marketing: State of the Union

Ninja-Level Tactics For Successful Marketing For Accountants and Tax Pros: We were reviewing some marketing data in our office recently, and my oh my, was it fun. We're seeing massive increases across the board in traffic, CTR, engagement and effectiveness in our marketing for accountants and tax pro clients ... so... by The ProMarketer Podcast

69 min listen

Tax Marketing Ideas To Grow A Multi-location Tax Practice: Anyone can slap up a Facebook page or a website and proclaim themselves an expert these days, even when it comes to tax marketing ideas. And we're getting to the point at which we're all getting expert fatigue. So instead of bringing you... by The ProMarketer Podcast

61 min listen

Questions Before Starting Online Marketing with Christian Jones: One common problem that arises when working with web designers is that they get paid to create a website and once that work is complete, they're done. They don't create content for the website. So if a company engages them, it would need a lot of time... by The ProMarketer Podcast

33 min listen

Attract High Paying Clients With 3 Simple Methods: Over my past 17+ years helping tax professionals like you, I’ve heard many people say that they "didn't want to market themselves" or that "salesmanship is manipulative and evil." But marketing AND selling are really about building... by The ProMarketer Podcast

79 min listen

Case Study: From 1 Tax Lead Per Month to 3-5 Tax Leads Per Week: Most tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get in front of those folks, they’re able to explain exactly how they can do that. But the... by The ProMarketer Podcast

20 min listen

Big Mistakes with Websites and Relationships with Nate Hagerty: It's very frustrating when a business owner uses different marketing techniques in an effort to promote and grow their business, but these efforts bear no fruit. It is even more frustrating when business owners take it upon themselves to do the... by The ProMarketer Podcast

24 min listen

Marketing CPA/Tax Firms with Nate Hagerty: Every CPA or tax firm wants to get more clients and grow. Now that things are continually moving towards the cloud or online space with mobile phone dominance everywhere, these professionals know they need to have an online presence that actually... by The ProMarketer Podcast

16 min listen

Tax & Accounting Firm Marketing: State of the Union: In this brand new podcast, our CEO’s Tax and Accounting Firm Marketing State of the Union for 2021, we give the five big shifts happening in the tax and accounting marketing space right now and tools to build a practice of lasting significance. by The ProMarketer Podcast

50 min listen

Big Mistakes with Advertising and No Pitch with Nate Hagerty: Many CPA/tax firms make the mistake of not focusing on using a relationship-oriented approach in their marketing efforts, throwing money blindly at online advertising, or setting very low prices. However, what they need is good strategies for... by The ProMarketer Podcast

19 min listen

Is this the perfect complement to your existing practice?: I’m not sure if you’re aware of it, but every year, 5 and a half MILLION parents get ready to send their kids off to college. And … most of them completely overpay for the privilege. They simply don’t understand the FAFSA system,... by The ProMarketer Podcast

69 min listen

Spotlight Series: “The real magic occurred when we niched”: Tune in to hear a pair of successful accounting professionals who have niched their services to a specific clientele and made significant inroads into that community in their area (and beyond). Lynn and Janet Behm work with 170 real estate... by The ProMarketer Podcast

30 min listen

The Maps App is Becoming A Social Media Tool: Yep, you heard that right. It's a new, under-the-radar shift (that Google didn't announce) that provides a "newsfeed" of sorts of content from friends and nearby businesses. Which has definite implications for how you operate your GMB... by The ProMarketer Podcast

79 min listen

Let's Grill a Top SBA Lender by The ProMarketer Podcast

72 min listen

Double Your Tax Season Profits: How To Grow A Tax Preparation Business with Chauncey Hutter, Jr.: Back in the early 2000's, Nate Hagerty was the Marketing Director of a tax firm that grew from one little tax and accounting office ... into a multi-office tax empire that employed over 400 people in 15 different market areas and served over 27,000... by The ProMarketer Podcast

61 min listen

6 Mistakes to Avoid in Your Marketing This Year: Christian Jones (TPM Vice President), Ben Greutman (Director of Innovation), and Troy Lakey (TPM COO) coming at you with the six most notorious mistakes they’ve seen tax pros make with their marketing (and how to avoid making them). See, not... by The ProMarketer Podcast

53 min listen

How One Client Used Value-Added Services To Grow His Practice: CEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 employees with over $170M assets in fee-based management. Dean’s story is interesting -- from... by The ProMarketer Podcast

27 min listen

How These Tax & Accounting All-Stars Shifted into Growth Mode: There's a shift that occurs in the lifespan of a business -- universal to EVERY industry -- in which "success" by most metrics is assured. You can put a revenue number on it, perhaps around $250K annually (depending on margins, obviously), and... by The ProMarketer Podcast

75 min listen

Spotlight Series Interview: Teri Suddard: Join us for the next in our Spotlight Series as Nate Hagerty interviews Teri Suddard, a lifetime Delaware tax firm owner about how she’s pivoted to changing market conditions over the years, including the quick fixes she implemented to make this... by The ProMarketer Podcast

19 min listen

10+ Things Key to Building Your Marketing Framework: When you signed up with TaxProMarketer, you were looking to build a marketing framework that would get your business visibility and get you lead generation traction. And we work hard over here at TaxProMarketer to do just that. But as Christian... by The ProMarketer Podcast

43 min listen

"I love to do taxes, but I have to run the business too." by The ProMarketer Podcast

19 min listen

Finding a Way from Burnout to Thriving in the Tax Industry with Jackie Meyer: Tax pros and accountants alike… you know you’ve felt it. Exhaustion and burnout are all too real in the industry. Practitioners and CPAs are jumping ship in droves. You probably know some… or you’re on the verge of following suit. ... by The ProMarketer Podcast

38 min listen

How To Dominate Online: There are some basic assumptions to be familiar with when starting any marketing conversation related to your tax or accounting firm. You need more than a website. You need to be conversion-oriented in your marketing. Email is your hidden... by The ProMarketer Podcast

77 min listen

Credibility: The Secret Formula to Business Success with Mitchell Levy: We’re sure you’ve been flummoxed by some tax and accounting firms’ failure to reach new potential client pools while simultaneously others experience a gushing influx of new clients. And that has got to make you wonder… what’s... by The ProMarketer Podcast

40 min listen

Productivity Hacks and Best Practices: COO Troy Lakey and Director of Client Support Katherine Hershberger join CEO Nate Hagerty and Vice President Christian Jones for an important conversation about the demand of a packed schedule: the best productivity hacks for increased output… while... by The ProMarketer Podcast

55 min listen

Decades Over Hours - One CPA’s Billing Mindset with Michael Gordon: The last three tax seasons have shifted a lot of tax and accounting professionals’ priorities. Some are considering shifting their pricing models. Others are trying to implement new marketing strategies to get better, more ideal clients. And there... by The ProMarketer Podcast

59 min listen

Dialing in on Cybersecurity with Hossein Dadkhah: A quick Google search shows that accounting firms have data breaches every day. And, it’s easy to think, “Oh, that won’t happen to my business. I’m too small for cyber thieves to care about” OR “I’ve got password security on lock.”... by The ProMarketer Podcast

30 min listen

What a PTIN Form Change Means for Accountant Data Security with Andrew Lassise: There are a lot of reasons people trust tax pros and accountants to manage their tax situations, but probably the biggest one is they need someone they trust who can confidently tackle the complicated details of tax compliance and dealing with the... by The ProMarketer Podcast

50 min listen

Why You Should Include Accounting and Bookkeeping Services in Your Tax Practice with Kate Johnson: Right now, business owners are desperately searching for people they can lean into for real guidance on business matters. There’s a goldmine of prospects out there, but tapping into them means offering more than just the once-a-year tax preparation... by The ProMarketer Podcast

41 min listen

Building a Marketing Plan in 2022 That Works: One of the primary ways people mess up their business is by larding it with unnecessary layers of complexity. Whether that's by org charts, sales processes, weird staff incentive structures, or (especially) online marketing. We slavishly... by The ProMarketer Podcast

73 min listen

The Why-Behind and How-To for Raising Prices in Your Firm with Michelle Weinstein: Raising prices is becoming standard practice in businesses across America as inflation strikes and supply chains dry up. Couple that with the growing pressure on tax and advisory professionals all around the industry in the wake of 2020. It means now,... by The ProMarketer Podcast

57 min listen

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Tax & Accounting Firm Marketing: State of the Union

Tax & Accounting Firm Marketing: State of the Union

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Titles in the series (58)

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