TaxProMarketer Podcast

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...

There's a shift that occurs in the lifespan of a business -- universal to EVERY industry -- in which "success" by most metrics is assured. You can put a revenue number on it, perhaps around $250K annually (depending on margins, obviously), and the business evolves...

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...

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...

Tune in to hear a pair of successful accounting professionals who have niched their services to a specific clientele and made significant inroads into that community in their area (and beyond). Lynn and Janet Behm work with 170 real estate professionals in Utah and...

CEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 employees with over $170M assets in fee-based management. Dean’s story is interesting -- from his origin story to the way...

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...

We love hearing successful business stories. Ann Hartz, CPA from Des Moines, Iowa worked to grow from a solo practitioner practice with 100 clients to a thriving firm with five full-time employees and 2,000 clients.  “We all go into business for what we love to do,...

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...

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...

Most tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get in front of those folks, they’re able to explain exactly how they can do that. But the problem many firm owners face...

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...