TaxProMarketer Podcast

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. Whether that's by org charts, sales processes, weird staff incentive structures, or (especially) online marketing. We slavishly imitate these corporate...

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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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Is this the perfect complement to your existing practice?

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, and what the universities are looking...

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The Maps App is Becoming A Social Media Tool

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 profile. I love nerding out about...

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Attract High Paying Clients With 3 Simple Methods

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 relationships. And those are vital...

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How To Dominate Online

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 weapon. Tactics are...

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