TaxProMarketer Podcast

Decades Over Hours – One CPA’s Billing Mindset

Decades Over Hours – One CPA’s Billing Mindset

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 is a whole...

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The Way Forward for Business Growth

The Way Forward for Business Growth

With a tax code that keeps morphing and clients who demand tax return happiness at a going-out-of-business price, it’s no wonder tax practitioners are burning out and running full-speed away from the industry.  So, how do you navigate the rough seas of tax world,...

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Productivity Hacks and Best Practices

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 keeping your...

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The Why-Behind and How-To for Raising Prices in Your Firm

The Why-Behind and How-To for Raising Prices in Your Firm

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, more than ever,...

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10+ Things Key to Building Your Marketing Framework

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 Jones (TPM VP), Ben...

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How Optimizing Workflow Can Help Scale Your Firm

How Optimizing Workflow Can Help Scale Your Firm

Workflow troubles in your accounting firm? Deadlines piling up and keeping you up at night? Or worse –- falling through the cracks?  When momentum picks up in your business, the stress of increased projects and due dates can take its toll… especially when things get...

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6 Mistakes to Avoid in Your Marketing This Year

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 utilizing the tools that...

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Building a Marketing Plan in 2022 That Works

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 ... and that means they take a too complicated approach to building a marketing plan. Whether that's by org charts, sales processes, weird staff incentive...

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What a PTIN form change means for accountant data security

What a PTIN form change means for accountant data security

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 IRS. But who’s...

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Tax & Accounting Firm Marketing: State of the Union

Tax & Accounting Firm Marketing: State of the Union

Do you get the sense that nothing will ever go back to "normal"? Goodness, if you're paying attention to the popular culture, you can't help but feel like things seem to be falling apart. Popular "consensus" is falling by the wayside in an increasingly-fractured...

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