accounting and tax

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  • I have an outdated website.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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Connect with Nate Hagerty

Highlights

• Now is the time to understand the three fundamentals of marketing (market, message, and media) in relation to YOUR accounting and tax practice.

• Achieve profitable outcomes by realigning KPIs and tracking.

• A successful plan for accomplishment includes a map for your budget, channels, important trends, and more.


This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.

Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.