The ProMarketer Podcast
The ProMarketer Podcast discusses marketing for accountants and tax professionals, featuring pro tips, success stories, expert interviews, and current strategies to build up your firm in the easiest and most efficient way possible. Since 2023, host Christian Jones has been the CEO of the leading agency providing marketing for accountants, bookkeepers, business advisors, and tax professionals. Learn more about Christian at linkedin.com/in/christian-jones-44b18346.
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Grow Your Small CPA Firm with Google Ads
08/26/2025
Grow Your Small CPA Firm with Google Ads
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 dollars in PPC in the past and have gotten no return, we can assure you with the right strategy and setup (which we will be showing you on the podcast), you can get a great 3-7x ROI via paid search. Recognize how the Google Ads engine works. You have to understand how the AdWords auction process works if you intend to succeed with paid search—quality and relevance are the answer Determine the secrets to maximizing quality score to drive lower cost per click and ultimately lower cost per lead Give examples that you can swipe and deploy. We will share our proven winners as it relates to keywords, ad groups, text ads, and landing pages Define KPIs and how to track them. You should not invest a penny into AdWords or any other form of paid search without the proper tracking in place to gauge your cost per lead Go here for your free online analysis: www.taxproleads.com
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7 Digital Marketing Strategies for CPAs to Dominate Online
08/26/2025
7 Digital Marketing Strategies for CPAs to Dominate Online
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 clear roadmap to boost your online presence, attract high-quality leads, and build client relationships that last! Don’t miss this chance to learn the proven strategies that will keep your firm thriving. Identify how to turn your Google Business Profile into a lead magnet that attracts clients in your area and leaves competitors scrambling to keep up Evaluate the secret sauce for a website that doesn’t just look good but turns visitors into eager clients by tackling their biggest tax and accounting pain points Recognize how to make email marketing your hidden superpower with simple, personal touches that keep clients coming back (and re-engage them when things get busy) Evaluate how to put your social media on autopilot and still show up consistently in your clients’ feeds, so your firm stays top-of-mind without the daily grind Identify how to use smart ad strategies and automated follow-ups to fill your calendar with prospects ready to act—without the endless chase for leads Go here for your free online analysis: www.taxproleads.com
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What the Best Accounting Firms Are Doing Differently – with Gary DeHart
06/09/2025
What the Best Accounting Firms Are Doing Differently – with Gary DeHart
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 Why you’re probably undercharging your clients Gary DeHart is the Publisher of Insightful Accountant — a go-to resource for tax and accounting pros who want to stay sharp, grow their firms, and stay ahead of the tech curve. With decades in industry media, Gary knows what firms need to thrive. His BeInsightful membership takes it further — offering real-world, “how-to” training to help ProAdvisors run the best accounting firms in a changing industry.
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IRS Layoffs, Automation & the New Era of Tax Pros with Andy Frye
05/07/2025
IRS Layoffs, Automation & the New Era of Tax Pros with Andy Frye
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 position your firm as an advocate when the IRS can’t (or won’t) help What automation means for audits, collections, and client representation How to future-proof your services as the IRS shifts to AI and digital tools Andy is a third-generation tax business entrepreneur who has personally prepared over 10,000 tax returns. He regularly interacts with and trains 20,000+ tax pros and happens to be the Founder & CEO of Pronto Tax School, Inc. Since 2011, their training system has provided 100,000+ courses teaching tax pros to easily find the tax changes that are most relevant to particular client groups, in order to optimize their service and benefit their clients. If you want to lead your firm with confidence amidst the current challenges in the tax industry, you’ll want to check this out: Andy’s team has a new tax update course, which will be released on July 1 this year you’ll want to check out.
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Social Media Marketing Your Tax Business Requires This
03/11/2025
Social Media Marketing Your Tax Business Requires This
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
02/14/2025
How to Convert Leads into Paying Clients For Your Accounting Business
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 securing more clients for your firm.
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Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn
01/16/2025
Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn
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). Dan Henn teaches tax firm owners how to confidently take on IRS Exam and IRS Collection cases, with over three decades of expertise as an entrepreneur, tax education speaker, and author. His offers 16 hours of CPE with the tools and resources you need to make tax resolution a powerful revenue generator for your firm. Resources Fast Start Bootcamp:
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Ad Campaign Strategies for Getting Better Clients
12/10/2024
Ad Campaign Strategies for Getting Better Clients
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 to run an ad campaign. In this new ProMarketer podcast, TaxProMarketer CEO Christian Jones and Ads Manager Vlad Antonoski show the power of digital advertising for your firm, and how to avoid the mistakes that could cost you.
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CFO Services: The Key to Making More as an Accountant – with Adam Lean
11/27/2024
CFO Services: The Key to Making More as an Accountant – with Adam Lean
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 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
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Earmark CPE’s Blake Oliver on Modernizing Your Accounting Business
06/24/2024
Earmark CPE’s Blake Oliver on Modernizing Your Accounting Business
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 conversation with Christian Jones of TaxProMarketer, Blake draws a roadmap for innovating the tax and accounting industry, covering everything from his journey with Earmark’s CPE offerings to some of the broader trends and challenges faced by the accounting profession today. Their conversation is packed with actionable tips and insights for all accounting professionals, from those just starting out to seasoned firm owners. Things like… How to build a sustainable practice that doesn't rely on you working long hours. Strategies for transitioning clients to more profitable service packages. The benefits of leveraging technology like offshore talent and AI to streamline operations. Why the future of accounting lies in a client-centered approach with a focus on quality and value. If you want the secrets to building a thriving accounting practice while achieving a healthy work-life balance, listen to this.
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ERC Due Diligence for Tax Professionals with Catherine Tindall
06/05/2024
ERC Due Diligence for Tax Professionals with Catherine Tindall
Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it’s turned out to be a big problem for the IRS. And they’re cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will you fix it and avoid paying the serious consequences of improper filing? Join ProMarketer Podcast host, Christian Jones, and special guest, Catherine Tindall*, CPA, founder of Dominion Enterprise Services (DES) as they discuss the essential due diligence needed to keep your clients compliant and avoid potential pitfalls with the ERC. *Catherine Tindall, CPA, saw the issues with the ERC from the get-go, and has worked to develop tools for tax professionals to help their clients get back into compliant positions with the IRS. Her expertise has been featured by Intuit and the Journal of Accountancy, and she has had over 16,000 professionals attend her continuing education seminars.
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Building a Better Accounting Business with Ryan Lazanis
04/10/2024
Building a Better Accounting Business with Ryan Lazanis
Sleepless nights… Marketing blunders… Terror clients… Business demands… Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can show you how. Future Firm helps accountants like you restructure and grow their businesses into something that’s profitable… and enjoyable to run. Here Ryan shares with ProMarketer Podcast host, Christian Jones, his strategies for packaging and pricing in a progressive way that is comfortable for you, the firm owner, and attractive to your client base. He also talks hiring strategies to get A-player people on your team. If you want to get unstuck from where your business is at, listen in. And don’t forget to come back for Part 2…
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Demystifying BOI Reporting: Navigate the CTA with Confidence with Mike Gordon
02/14/2024
Demystifying BOI Reporting: Navigate the CTA with Confidence with Mike Gordon
With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties. And if you as an accountant are one of those feeling lost, you're not alone. That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with returning podcast guest and long-time TPM friend Mike Gordon, with over three decades of experience running a successful CPA practice, to discuss the CTA and BOI reporting. Mike has dedicated the better part of the last 3 years to understanding the CTA and BOI reporting to greater serve his clients, and guide other business owners to succeed. In this podcast with Mike, you’ll learn… Non-Compliance Penalties: Why you should stay informed and take action regularly to avoid potential penalties. Safeguards for your business: Strategies to implement a monthly compliance checklist to stay on top of regulatory changes. Client Communication: Why you should be proactive with communicating with clients regarding their BOI. Looking ahead to where the world is going, as tax and accounting professionals, you MUST equip yourself with the tools you need to stay compliant while also helping your clients thrive. Listen in as Mike shares strategies and tools that he has developed to better position yourself to be protected while ALSO serving your clients well with CTA and BOI reporting requirements. Listen here.
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The Future of AI in Accounting with Dave Hartley
11/16/2023
The Future of AI in Accounting with Dave Hartley
As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business. But let's be real: Without the right tools and resources, it's going to be tough. That's why it's important to use the tools and resources becoming more and more available to you, especially when planning for the future of your firm. In today’s episode, TPM CEO Christian Jones is joined by Dave Hartley, CPA and lifelong technologist. Dave Hartley spearheads growth and innovation efforts at Anders CPAs + Advisors and has a lot of insight on what’s available to the accountants right now. Join Christian and Dave as they share their insights on the future of the CPA profession, including the impact of AI in accounting, how to scale your business, and why now is a great time to be a young CPA.
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Business Growth for Tax Professionals with Anthony Mauriello
10/13/2023
Business Growth for Tax Professionals with Anthony Mauriello
Every small business owner will experience business growth—at least they should. With growth comes new opportunities, and new challenges to overcome, with very real growing pains. Hiring qualified staff members Client loyalty Maintaining your culture and values Your ever-evolving role as a business owner Leveraging new technologies The list goes on and on. In this episode, TPM CEO Christian Jones and long-time TPM client Anthony Mauriello, who grew from one office to six on the East Coast, explore the opportunities and challenges of business growth. Listen in as Anthony details his transition from hands-on preparer to strategic CEO, offering valuable lessons for tax and accounting pros. Discover how determination, innovative strategies, and a focus on client value can drive business growth while keeping your passion alive. Resources Connect with Anthony Mauriello:
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Hiring Guidance for Your Accounting Business
09/15/2023
Hiring Guidance for Your Accounting Business
Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow. But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until you put work in front of them. So, what kind of guidelines do you put in place for hiring the right employees? A few of them… Have a vision for what you want your business to be Fill your gaps, find your complements Hire for traits, not just skills Think about team fit TaxProMarkter Founders Nate Hagerty and Troy Lakey talk about the specifics that guided them in the hiring process and helped them replace themselves and grow the agency.
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Employee Care - The Secret to a Thriving Workplace
08/16/2023
Employee Care - The Secret to a Thriving Workplace
Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn’t happen by chance. Creating a work culture where people can thrive takes serious intention. Episode resources: with Troy Lakey
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CFO Services Are the Future of Accounting with Adam Lean
06/22/2023
CFO Services Are the Future of Accounting with Adam Lean
In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (of The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business. Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. Resources Free training:
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Selling Can Be Fun for Accountants with Michelle Weinstein
05/11/2023
Selling Can Be Fun for Accountants with Michelle Weinstein
Ever put selling and fun in the same sentence? If you’re like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it’s difficult to express your value and convince others of it too. But…Selling doesn’t have to be hard. And it shouldn’t be about gimmicks. Selling is about offering solutions to solve people’s problems. More importantly, it’s a key part of turning the leads coming through your doors into actual paying clients. “But what if I’m not good at it?” Michelle Weinstein shares with host Christian Jones her easy (and surprising) selling formula, and the 3 P’s of selling that will help tax and accounting business owners convert leads and boost their bottom line. Michelle Weinstein (founder of ) has helped numerous accountants grow their firms to seven figures and beyond by making selling FUN. She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue, and… She can help you too: .
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Seize These Accounting Opportunities with Roger Knecht
05/02/2023
Seize These Accounting Opportunities with Roger Knecht
Accounting opportunities are exploding right now. Many long-time accountants are on the verge of retirement. Others are jumping ship to new careers. AI is revolutionizing the role of the accountant. It all adds up to wide open doors and a plethora of tax and accounting opportunities. And if you’re one of these… New to the industry and looking to make a career in accounting but not wanting to slog through a 4-year degree A tax preparer with years of experience behind you, wanting to expand into year-round planning services to grow your business A successful CPA that’s ready to transition your client base and build a premiere firm You’ll want to carve out the next 30 minutes to listen to this episode of The ProMarketer Podcast as host Christian Jones (TaxProMarkter) asks Roger Knecht (President of Universal Accounting Center [UAC]) to offer up pro tips for harnessing the accounting opportunities springing up from the shifting tide in the tax and accounting industry. After you listen, hop on over to for some one-to-one with Roger. OR… If you want some in-person face-to-face, go register for this year’s event hosted by UAC. Enjoy beautiful Utah and get the benefit of connecting with your industry peers for some spontaneous collaboration and camaraderie. Free resources: Training at Universal Accounting Center: Want the training, certifications, coaching, and support needed to excel in your accounting career and get paid what you’re worth? Sign up for .
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How to Grow Your Business (Sustainably) with Andy Frye
03/17/2023
How to Grow Your Business (Sustainably) with Andy Frye
When figuring out how to grow your business, where can you find training tuned into your specific needs as a tax professional? How much do you prioritize continually investing in your education in the accounting world? How do you build a network of other tax professionals whose knowledge you can draw from? Today, we’re welcoming good friend Andy Frye back to the ProMarketer Podcast to give his take on continual education for tax pros and how to grow your business… all while still enjoying more pricing power for your accounting services. Andy is a third-generation tax business entrepreneur who has personally prepared over 10,000 tax returns. He regularly interacts with and trains 20,000+ tax pros and happens to be the Founder & CEO of Pronto Tax School, Inc. Since 2011, their training system has provided 100,000+ courses teaching tax pros to easily find the tax changes that are most relevant to particular client groups, in order to optimize their service and benefit their clients. If you don’t want to have to go at it alone in the tax industry, you’ll want to check this out: https://prontotaxschool.com/
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Moving Beyond Hourly Rates with Loren Fogelman
02/02/2023
Moving Beyond Hourly Rates with Loren Fogelman
If you could make one change in your practice with the goal of refreshing your workload, increasing profit, and reducing stress, what would it be? If you said change your pricing structure — well, we agree. What often keeps us from updating our prices (or even better, switching from fixed or hourly rates to a value pricing model) is fear of losing clients, feeling unsure on how to do it, or a lack of confidence related to the value of our work. But get this: People want your services. And when they really value what you have to offer, you don’t have to work around the clock at hourly rates just to make ends meet. In this episode, CEO Nate Hagerty is joined by Loren Fogelman, a sports psychologist turned business coach who specializes in pricing strategy and sales for accountants and tax pros. (Her clients are able to reduce workload by as much as 50% while DOUBLING revenues.) She has been steadily recognized in recent years by HubSpot in its annual list of the world’s top 22 business coaches. Loren delivers talks and workshops across the United States at major conferences such as Inbound — one of the world’s most esteemed content marketing events for entrepreneurs — as well as many niche accounting conferences. Listen in as Loren breaks down how to practically shift away from the hourly rates pricing trap to a value-based pricing model that has proven successful for her clients. Having the money conversation might feel uncomfortable… but you’re worth it. Loren’s free resource to value price your services: Other places you can find her: Website: Facebook group: LinkedIn: Instagram: Twitter: Youtube:
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Using LinkedIn Correctly with Anthony Simonie and Donald Stojack
01/30/2023
Using LinkedIn Correctly with Anthony Simonie and Donald Stojack
As we turn ourselves towards 2023, lead quality is king. There are things you can do to *attract* the right kinds of prospective clients to your practice that absolutely are worth your time investment. Often, that involves using social media. But if we’re honest… Facebook is full of geriatrics. Twitter is a dumpster fire. TikTok is famously full of BAD tax advice. Instagram doesn’t easily lend itself to accounting and tax practices… Yet LinkedIn is full of business owners (high-income earners) looking for sound solutions (and trusted advisors) RIGHT NOW. When the other social media platforms fail, LinkedIn can be an exception — if you do it right. For this episode, we brought two friends — national LinkedIn expert Anthony Simonie and sales coaching aficionado Donald Stojack — to do a live masterclass session with TPM CEO Nate Hagerty on how to optimize your profile and use it the way it really should be used. You’ll walk away with tons of practical tips for using LinkedIn plus the chance to further connect with Anthony and Donald. Anthony’s LinkedIn: Donald’s LinkedIn: Click here to book free session focused on optimizing your LinkedIn profile:
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Secrets to PPC Advertising with Christian Jones & Ben Greutman
01/23/2023
Secrets to PPC Advertising with Christian Jones & Ben Greutman
Want non-local clients? If so, then this episode on PPC advertising is for you. Of course, there are MANY reasons to invest in advertising-fueled growth. And it doesn’t just mean Facebook ads because here’s the thing about those (or any kind of social advertising): You’re interrupting your prospective client. Like many forms of PPC, you are relying upon DEMOGRAPHIC data and hoping that your messaging is strong enough that they will pause their baby-pic-browsing and be immediately compelled by your accounting or tax information. ON THE OTHER HAND: Joe/Jane Prospect is actively searching for solutions related to accounting or tax-related issues, and they do some basic google searches ... and they find YOU. Joe/Jane is already inclined to engage ... and the fact that they "found you" (even if via PPC), puts YOU in the power position. Contrast that with you interrupting their social browsing ... you have to "justify" your interruption. The positioning is entirely different. But here's the big problem with search advertising: The house always wins. In other words, if you're going to play with the back end of the Google advertising dashboard, you need to know what you're doing. Which is what this episode is all about -- equipping you with the tools you need to win with PPC advertising. Listen in as TaxProMarkter’s Vice President, Christian Jones, and Director of Advertising and Innovation, Ben Greutman, share why you should spend money on PPC advertising, a list of questions you need to IMMEDIATELY ask your advertising provider, and stories from clients crushing it with PPC ads. … And though ads are important to building an online presence, they’re not the only solution for bringing in leads. Here’s a little bonus from TPM VP Christian Jones on the right time to do ads:
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Accounting & Tax Services Done Right with Andrea MacDonald
01/13/2023
Accounting & Tax Services Done Right with Andrea MacDonald
With the 2023 tax season upon us… do you find yourself appreciating working in accounting & tax services or is it more like the onset of dread as you’re faced with the possibility of 12+ hour work days? Somewhere over the years, tax and accounting pros fell into this bad habit of discussing our work like it was those horrible fraternity or sorority hazings back in college: “If I have to suffer every tax season, so will you!” But wait — aren’t a lot of us our own bosses? Small business owners operating our own practices? Surely there’s a better way to structure our accounting and tax services — one that involves giving superior care and attention to amazing clients WITHOUT the headache of being stretched thin serving clients who complain all the time…? In this episode, Nate Hagerty interviews Andrea MacDonald, CPA: a mom, wife, and accounting nerd who founded Pro Tax & Accounting LLC. Through accounting services, tax planning, and tax return preparation, Andrea and her team help small business owners resolve cash flow issues, A/R issues, A/P issues, and a whole lot more. Andrea specializes in supporting other small business owners during their entrepreneurial journey. If you’re unhappy with your current workflow (or you’re building your own practice), you’ll want to hear how Andrea has gone from being overworked and underpaid to doing meaningful work with fewer clients AND — get this — being paid what she’s worth. You can find Andrea here: Twitter:
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Optimization Insights for Your Website & Local Listings
01/05/2023
Optimization Insights for Your Website & Local Listings
Spend a lot of money on a beautiful website but still can’t seem to get leads? Struggling to get on page 1 of the search results? If you have a great looking website and some type of follow-up system, but no one can find you on Google, that’s a problem. Looks don’t equal performance. Getting on the first page of the results comes from building an organic foundation from the beginning. And building a good website isn’t hard. All it takes is a little optimization – filling in that metadata on the back end. And optimization doesn’t stop at your website. It also means filling in every form of your Google Business Profile, posting regular content, and not neglecting your backyard. Beyond optimization, you need to consider that Google focuses on local results. Even if you serve clients nationwide, Google will view your practice as a local business. Listen in as TaxProMarketer Vice-President Christian Jones talks best SEO practices and local listings strategies to get you ranked in the search results. Episode highlights: - Google wants to see that you’re optimizing the experience of the user. - Uniqueness is something Google factors in – 60% of the internet is duplicate content. - Google measures clicks, scrolls, and time on site... so optimize for engagement. - Google Business Profile is all about frequency, recency, star rating, and content. - 99 times out of 100, if marketing tactics aren’t working to get leads, it’s because you don’t have Google reviews.
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Building Your 2023 Online Marketing Plan
12/09/2022
Building Your 2023 Online Marketing Plan
Are you ready for 2023? Ooh nelly, what we all thought would be a pretty "easy" tax season (in relative terms to the nightmarish last three busy seasons) is going to be much more ... interesting, in light of the economic disruptions now and to come. Not only that, but the fact of the matter is: The traditional website is dead. So ... if you want to grow your practice, you need more than a "nice website." You need a full marketing plan that includes an optimized Google business profile, email strategy, social strategy, traffic strategy, and more. Yes, you can do the "funnel" thing ... but until you have these other components well and truly nailed, you're chasing from behind instead of working ahead. The most ideal online marketing plan naturally brings quality leads through the marketing journey — without you having to become a carnival barker in the process. In this episode, CEO Nate Hagerty and Vice President Christian Jones take you through a crash course on marketing your practice in 2023 — covering all the essentials plus addressing what has changed this year in the world of online marketing. If you want continued growth, this episode is for you.
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Being Authentic in the Accounting and Tax World with Carlos Samaniego
12/05/2022
Being Authentic in the Accounting and Tax World with Carlos Samaniego
In the accounting and tax world, it’s easy to trudge through the daily workflow without building relationship with clients and marketing your services. The reason: You can be an expert in your field – the best accounting and tax pro – without doing all of that. But will all of your expertise amount to anything if clients don’t like you and new leads can’t find you? Today’s guest, Carlos Samaniego, is an author and speaker who got into tax resolution work after experiencing first-hand the terror of owing the IRS. (He spent over eight years not filing taxes – imagine the penalties and interest due!) He has since turned his life around and now helps others do the same. Carlos’s firm has saved tens of thousands of dollars in back taxes by negotiating settlements with the IRS instead of letting them bombard his clients’ lives with aggressive collection tactics (like levies or wage garnishments). His book, How to Make the IRS an Offer They Can’t Refuse, has been featured on Fox News, CBS, and NBC TV and on radio stations throughout the U.S. Listen in as Carlos shares with Nate Hagerty (TaxProMarketer CEO) not only how he fell into doing tax resolution work, but the power he’s discovering in being authentic with his clients and how to practically implement this in accounting and tax firms. Carlos’s free book:
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2023 Accounting and Tax Marketing Playbook
11/23/2022
2023 Accounting and Tax Marketing Playbook
When we speak with accounting and tax pros one on one about their marketing, this is what we often hear: I have an outdated website. My local SEO is flopping. How do I prevent dead-on-arrival paid ads? Traffic to my website is slumping. There are plenty more, obviously. These are merely the most common — all of which lead to the wrong leads and not enough of the right kinds of clients being attracted to your accounting and tax practice. To stand out from others in YOUR market area, you need a clear, informed marketing plan for 2023. In today’s episode, TaxProMarketer VP Christian Jones and CEO Nate Hagerty cover how to reach the goals you need for busy season (and beyond). They’ll help you sharpen a simple plan for all of your marketing (online and offline) and bring you through a brief exercise to help you build that plan.
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The Future of Accounting with Ryan Lazanis
10/26/2022
The Future of Accounting with Ryan Lazanis
As you’re probably aware, the tax and accounting world isn’t known for being the most cutting edge industry. Some practices still operate the exact same as they did decades ago, because… these approaches have stood the test of time – right? Not necessarily. In 2013, Ryan Lazanis, CPA founded Xen Accounting, one of the first 100% cloud-based accounting firms. Following its acquisition in 2018, he pooled together his experience and entrepreneurial skill to birth Future Firm. Through Future Firm, Ryan provides education, community, and coaching to help accountants develop a strong business model and create a scalable, systematic firm – all while improving their lifestyle. Listen in to hear Ryan talk with Nate Hagerty (TaxProMarketer CEO) about pricing your services, preparing for a successful acquisition, the future of accounting, and building your firm so it is set for success today instead of stuck in autopilot. Ryan currently educates over 7,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership. Click here to learn more about the future of accounting:
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