marketing principles

Freedom to Grow in Accounting Services with Caleb Jenkins

You might have someone on your team with an incredible knack for tax and accounting services. 

They love engaging with clients, are a whiz with numbers, and pick up new projects faster than you can lay them down. (If a name came to mind, read on…)

How can you make space for them to fly?

In this episode, Caleb Jenkins from RLJ Financial Services and Nate Hagerty (TaxProMarketer CEO) share how to give your employees the freedom to grow. At age 16, Caleb became the youngest certified QuickBooks ProAdvisor. He has been listed as Top 100 ProAdvisor and 40 Under 40 in the Accounting Profession for several consecutive years. Caleb also serves on the Intuit ProConnect Customer Tax Council, on the ADP Accountants Advisory Board, and as an Educator and QuickBooks Consultant with the SALT Microfinance Program, which works with those in chronic poverty in developing countries. 

Caleb’s passion is championing what we are really doing in the industry – which is not only providing trustworthy accounting services that help people overcome financial obstacles but also doing that better every day.

Places you’ll find Caleb:

https://www.rljfinancial.com/who-we-are/caleb-jenkins

https://twitter.com/CalebLJenkins

https://www.linkedin.com/in/calebjenkins1994/

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Connect with Nate Hagerty

Highlights

• Create harmony between the work of tax and accounting services and regular life instead of keeping them separate.

• Instead of being intimidated by their talent or skill, give your rockstar employees the freedom to grow and watch what amazing things come from it.

• The key to technology is using it in a way that accomplishes your goals rather than controlling your time.

• Never forget that the goal is to serve your clients well, which often means searching beneath the surface for the root issue.


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.