marketing plan

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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Connect with Nate Hagerty


• Every part of your marketing plan (website, email, socials, etc.) should be geared towards conversion.

• Format your name, business address, and contact info the same everywhere that your business shows up on the internet.

• If you don’t have a system to get reviews, you’re missing out.

• SCREEN clients first to make sure they are the kind of client you want to serve.

• Never claim all of the United States as your target area on your Google business profile.

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.