Menu
how to convert leads

How to Convert Leads into Paying Clients For Your Accounting Business

Getting clients is hard enough – but getting them to stick around is even harder. And if you don’t know how to convert your leads into clients, you won’t see the growth you want for your accounting business. You need proven strategies (combined with the right tools and skills) to guide prospects all the way

tax representation

Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn

Yes, the IRS makes your job hard. But knowing the ins and outs of IRS processes can actually make your firm more profitable AND sustainable. Business owners and taxpayers need help with tax representation. If you don’t know how to resolve their case, you’re leaving money on the table. Because what you’re really resolving is

Ad campaign

Ad Campaign Strategies for Getting Better Clients

You don’t just want more clients this tax season – you want better clients. And to find them, you need a targeted approach that goes beyond your basic digital marketing. You need an optimized digital ad campaign. An ad campaign on Facebook or Google, coupled with a strong marketing system, drives more of the right

CFO Services

CFO Services: The Key to Making More as an Accountant – with Adam Lean

As an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you likely don’t have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for

CPE

Earmark CPE’s Blake Oliver on Modernizing Your Accounting Business

The modern workforce is changing RAPIDLY, and it’s taking the tax and accounting industry by storm. Accountants like Blake Oliver have their eyes on the future of the industry, and bring an innovative flare to traditional practices. Blake is the CEO of Earmark, a revolutionary platform that offers NASBA-approved CPE for listening to your favorite

ERC

ERC Due Diligence for Tax Professionals with Catherine Tindall

Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it’s turned out to be a big problem for the IRS. And they’re cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will

accounting business

Building a Better Accounting Business with Ryan Lazanis

Sleepless nights…  Marketing blunders…  Terror clients…  Business demands… Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can show you how. Future Firm helps accountants like you restructure and grow their businesses into something that’s profitable…

BOI Reporting

Demystifying BOI Reporting with Mike Gordon

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties.  And if you as an accountant are one of those feeling lost, you’re not alone. That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with

how to convert leads

How to Convert Leads into Paying Clients For Your Accounting Business

Getting clients is hard enough – but getting them to stick around is even harder. And if you don’t know how to convert your leads into clients, you won’t see the growth you want for your accounting business. You need proven strategies (combined with the right tools and skills) to guide prospects all the way

tax representation

Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn

Yes, the IRS makes your job hard. But knowing the ins and outs of IRS processes can actually make your firm more profitable AND sustainable. Business owners and taxpayers need help with tax representation. If you don’t know how to resolve their case, you’re leaving money on the table. Because what you’re really resolving is

Ad campaign

Ad Campaign Strategies for Getting Better Clients

You don’t just want more clients this tax season – you want better clients. And to find them, you need a targeted approach that goes beyond your basic digital marketing. You need an optimized digital ad campaign. An ad campaign on Facebook or Google, coupled with a strong marketing system, drives more of the right

CFO Services

CFO Services: The Key to Making More as an Accountant – with Adam Lean

As an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you likely don’t have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for

CPE

Earmark CPE’s Blake Oliver on Modernizing Your Accounting Business

The modern workforce is changing RAPIDLY, and it’s taking the tax and accounting industry by storm. Accountants like Blake Oliver have their eyes on the future of the industry, and bring an innovative flare to traditional practices. Blake is the CEO of Earmark, a revolutionary platform that offers NASBA-approved CPE for listening to your favorite

ERC

ERC Due Diligence for Tax Professionals with Catherine Tindall

Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it’s turned out to be a big problem for the IRS. And they’re cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will

accounting business

Building a Better Accounting Business with Ryan Lazanis

Sleepless nights…  Marketing blunders…  Terror clients…  Business demands… Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can show you how. Future Firm helps accountants like you restructure and grow their businesses into something that’s profitable…

BOI Reporting

Demystifying BOI Reporting with Mike Gordon

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties.  And if you as an accountant are one of those feeling lost, you’re not alone. That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with

Archives: Podcasts