CFO Services: The Key to Making More as an Accountant – with Adam Lean
Release Date: 11/27/2024
Grow Your Small CPA Firm with Google Ads
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CPAs, accounting professionals, and tax practitioners across the country have been BURNED by PPC and Google Ads. Many of them are completely convinced that pay-per-click marketing simply can't or won't drive a return on investment (ROI). NOW, before you say, “PPC Does Not Work,” I want to encourage you to invest an hour of your time learning about the latest changes in Google Ads and paid search. Discover how PPC can actually be the key to almost unlimited scalability in terms of lead flow for your CPA and tax practice. Even if you have invested thousands of...
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7 Digital Marketing Strategies for CPAs to Dominate Online
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The digital marketing game has changed, and for CPAs and accounting firms, the stakes are higher than ever. So, how do you cut through all the noise, grab the attention of your best prospects, and actually start winning online? In this hands-on demo, our presenters will dive into the seven core areas of digital marketing that give firms a real-world advantage. You’ll see exactly how to make your Google Business Profile work overtime, build a website that turns visitors into clients, and set up a follow-up system that keeps prospects engaged. By the end of this session, you’ll have a...
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Ever wonder what sets the fastest-growing tax pros apart from the rest? In this episode of the ProMarketer Podcast, our CEO Christian Jones chats with Insightful Accountant’s Gary DeHart to unpack exactly that. They dive into the strategies and mindset shifts that the best accounting firms are using to grow — from positioning to pricing to building lasting client relationships. Listen in for real insight into: What the best accounting firms are doing that others AREN’T How to build confidence in your value — even if you're not a CPA ...
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IRS Layoffs, Automation & the New Era of Tax Pros with Andy Frye
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The IRS is shrinking. Are you ready to step up? With fewer people at the IRS answering phones, solving problems, and explaining issues, who’s left to help taxpayers? You are. The IRS layoffs are a HUGE opportunity for your tax business – if you position your firm correctly. TaxProMarketer CEO Christian Jones joins Andy Frye, founder of Pronto Tax School, to break down what the recent IRS changes mean for your tax firm. In this episode of The ProMarketer Podcast, you’ll learn… How the IRS layoffs will increase demand for your practice How to...
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Social Media Marketing Your Tax Business Requires This
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Navigating today’s social media landscape for your tax and accounting business isn’t easy. But with the right approach, you can use social media to build your brand AND build authentic connections with your clients. Because better social media marketing doesn’t (necessarily) mean you have to dance on TikTok. It just means you have to find the simple strategies that work and use them consistently. Vice President of Marketing, Jodi Schipper, and Director of Marketing, Jennifer Sarver, discuss how to create an effective social media presence for your business.
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How to Convert Leads into Paying Clients For Your Accounting Business
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Getting clients is hard enough – but getting them to stick around is even harder. And if you don’t know how to convert your leads into clients, you won’t see the growth you want for your accounting business. You need proven strategies (combined with the right tools and skills) to guide prospects all the way from discovery to closing. TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks let you in on those proven lead conversion strategies in this ProMarketer Podcast. Listen in to discover what makes a results-driving conversion process, and how YOU can start...
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Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn
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Yes, the IRS makes your job hard. But knowing the ins and outs of IRS processes can actually make your firm more profitable AND sustainable. Business owners and taxpayers need help with tax representation. If you don’t know how to resolve their case, you’re leaving money on the table. Because what you’re really resolving is STRESS – and your clients are willing to pay big for that. In this episode, Dan Henn of joins ProMarketer Podcast host Christian Jones to talk about why tax representation services are key to growing your firm (without being chained to a desk). ...
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Ad Campaign Strategies for Getting Better Clients
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You don’t just want more clients this tax season – you want better clients. And to find them, you need a targeted approach that goes beyond your basic digital marketing. You need an optimized digital ad campaign. An ad campaign on Facebook or Google, coupled with a strong marketing system, drives more of the right kind of leads to your sales pipeline (and fast). Or maybe, you’re looking to expand your market reach. Digital ads are key here too – they can show that market that YOU can give them the tax help they need. But to avoid wasting your money, you’ll need to know how NOT...
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CFO Services: The Key to Making More as an Accountant – with Adam Lean
The ProMarketer Podcast
As an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you likely don’t have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for them. Because people are willing to pay more if you can help them have a better future. Adam Lean (Founder of the CFO Project) shares with host Christian Jones (TaxProMarketer CEO) how offering CFO services will make your accounting firm stand out from the pack. Former...
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Earmark CPE’s Blake Oliver on Modernizing Your Accounting Business
The ProMarketer Podcast
The modern workforce is changing RAPIDLY, and it’s taking the tax and accounting industry by storm. Accountants like Blake Oliver have their eyes on the future of the industry, and bring an innovative flare to traditional practices. Blake is the CEO of , a revolutionary platform that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He’s cracked the code for modernizing accounting practices, specifically when it comes to hot topics like work-life balance and strategic use of technology. And he’s here to share his secrets. In this...
info_outlineAs an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you likely don’t have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for them. Because people are willing to pay more if you can help them have a better future. Adam Lean (Founder of the CFO Project) shares with host Christian Jones (TaxProMarketer CEO) how offering CFO services will make your accounting firm stand out from the pack.
Former accountant, now entrepreneur, Adam is the founder of his own CFO Advisory Firm. His experiences there mean he knows that business owners make decisions based on gut feeling. That’s why he shows them how to read between the lines of their financial reports — so they can make informed decisions that keep them in the black and move the profit needle higher. He now runs a mentorship program called the CFO Project, to show accountants how to grow their practices with business advisory services.
Resources
https://thecfoproject.com/192000-training