Ever wonder what sets the fastest-growing tax pros apart from the rest?
In this episode of the ProMarketer Podcast, our CEO Christian Jones chats with Insightful Accountant’s Gary DeHart to unpack exactly that. They dive into the strategies and mindset shifts that the best accounting firms are using to grow — from positioning to pricing to building lasting client relationships.
Listen in for real insight into:
- What the best accounting firms are doing that others AREN’T
- How to build confidence in your value — even if you’re not a CPA
- Why you’re probably undercharging your clients
Gary DeHart is the Publisher of Insightful Accountant — a go-to resource for tax and accounting pros who want to stay sharp, grow their firms, and stay ahead of the tech curve. With decades in industry media, Gary knows what firms need to thrive. His BeInsightful membership takes it further — offering real-world, “how-to” training to help ProAdvisors run the best accounting firms in a changing industry.
Highlights
– Confidence is key: You know more than you think — now it’s time to start advising like it.
– You don’t need to be a CPA to offer high-value advisory services.
– You’re probably not charging enough — and clients actually WANT to pay for better service.
– BeInsightful supports firm owners in building smarter, advisory-driven businesses.
–“Nobody wants to break up with their accountant.” Do great work, and you’ll create clients for life.
Resources
https://blog.insightfulaccountant.com/be-insightful-member
https://blog.insightfulaccountant.com/be-insightful-member
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.