In this episode, Matt has a dynamic conversation with Karen L. Rayburn, author of "The Accountant Marketer," They unravel the intricacies of marketing for accounting firms. Karen shares her expertise on establishing a robust marketing foundation, the significance of consistent content creation, and the strategic deployment of targeted campaigns. Discover how firm owners can take charge of their marketing efforts, collaborating effectively with marketing partners to achieve optimal results. Packed with practical advice and inspiring anecdotes, this episode offers invaluable insights into unleas ..read more

In this insightful episode, Jackie Meyer, founder of TaxPlanIQ and Certified Concierge Accountant, and Matt delve into strategies for growing accounting firms amidst a competitive landscape and a shortage of clients. Jackie shares valuable insights on setting boundaries, creating demand through waitlists, and offering clear pricing packages. Matt emphasizes the importance of client relationships and effective messaging in attracting and retaining clients. Together, they explore the benefits of automation and software solutions like TaxPlanIQ in streamlining tax advisory processes. Don't miss o ..read more

This episode of Marketing For Accounting Firms discusses the "Rich or Royalty" dilemma many business owners face. Host Matt Banker and James Kwon explore a business's two paths: building a scalable system that generates wealth or remaining a smaller, more personal firm centered around the owner. They discuss the pros and cons of each approach and how to decide which is right for you. Highlights: The "Rich or Royalty" dilemma is the choice between building a scalable system or remaining a smaller, more personal firm. Scalable systems can generate more wealth, but smaller firms can be more rewa ..read more

Join Matt on a visual journey as he provides a mental map to help you conceptualize the marketing process for your accounting firm. In this solo episode, Matt explores the crucial first step of any marketing journey: getting people onto Awareness Island. Some individuals reach this stage organically through means like podcasts, conferences, or recommendations from friends. Others arrive without your direct influence, turning to search engines like Google or seeking advice from their personal networks. Connect with Matt: https://marketingforaccountingfirms.com/ Linkedin: https://www.linkedin ..read more

On today's episode, Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when is the right time for accounting firms to invest in marketing and when should they hold off. Geraldine shares her expertise in working with CPAs, guiding them to streamline their operations and focus on their ideal clients. By identifying their target audience's needs and preferences, she helps them tailor their messaging, packaging, and offerings to attract the right customers. The res ..read more

Episode 6 of the Marketing for Accounting Firms Podcast we have a discussion with Erin Andrews about the process of hiring a marketing agency for your accounting firm. Subscribe on Apple Podcasts or Spotify to hear more episodes. Hosted on Acast. See acast.com/privacy for more information ..read more

Sarah Hackman of Hackman Creative talks with us about design and why it matters for accounting firms. Connect with Heather: https://www.hackmancreative.com/ Hosted on Acast. See acast.com/privacy for more information ..read more

Contact the show for a free copy of the Profit First Book: marketingforaccountingfirms.com/contact/ In this episode we delve into the transformative power of Profit First, a revolutionary method for enhancing profitability in accounting firms and businesses. Our special guest, Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals LLC, shares insights into how this approach reshapes financial management strategies. Join us as we explore Profit First’s mission to eradicate entrepreneurial poverty by empowering accountants, bookkeepers, and economic experts to guide c ..read more

Join us as we welcome Meryl Johnston to the program to explore the concept of minimal viable marketing within the context of niche specialization. Matt and Meryl delve into the advantages of honing in on a specific audience and tailoring products or services accordingly, highlighting how this approach can streamline marketing efforts. The discussion extends to the challenges of managing multiple brands under one business entity, while emphasizing the importance of transparent communication with clients. Join them as they unravel the nuances of minimal viable marketing strategies and share insi ..read more

A discussion with Ryan Thein about how marketing your firm for prospects and marketing your firm for potential hires overlaps. Ryan's contact info: https://www.linkedin.com/in/rthien/ https://www.wilsonjames.cpa/ Hosted on Acast. See acast.com/privacy for more information ..read more