Marketing for Accounting Firms

College football co-captains Greg O'Brien and John Malone share how they grew Anomaly CPA to 35+ team members—fully remote from day one. From fixed-price pivots and CTTC training to serving venture-backed AI/SaaS founders, they break down EOS visionary/integrator roles, ClickUp workflows, Gen Z client expectations (8-hour SLAs, no portals), and daily short-form video grinding organic growth. Nimbl...

Jaimie Nichols left the red pencil and paper world of old-school accounting to build a solo CPA firm on her own terms. We discuss the transition from employee to owner, the reality of running a lifestyle business with a toddler, and why Jaimie’s name kept coming up as a must-have guest. We also dive into the power of Tax Twitter, where Jaimie’s transparency about the flaws of public accounting bui...

Isaac Smith built a bookkeeping firm for ecommerce, then pivoted to helping accounting firms hire in the Philippines. We dig into founder–business fit, why careers pages should read like sales pages, and how to “sell the opportunity, not the job.” We also spar on AI and writing: use it to amplify thinking, not outsource it, with a simple walk–dictate–refine workflow any firm owner can use to ship...

From family firm to a 35-person, fully virtual team, Mike shares how YBL scaled by delegating aggressively, documenting SOPs, and hiring that first game-changing admin. We get into rebranding to attract right-fit clients, paid discovery to qualify leads, EOS and 10x goals, and the tech stack powering it all (Karbon, Keeper, Notion, QBO). We also talk AI as a force-multiplier, community-driven grow...

Hire sales before you feel ready. In this episode, Matt Patrick and Shelby Betts pull back the curtain on building a sales team inside an accounting firm: why clients don’t need an accountant to say yes, the simple math to justify the role, and the non-negotiables before you hire. We dig into defining your box, comp plans that are coin-operated and simple, and why you should never throttle sales w...

Firm owner Josh Streimer shares how a family-run practice thrives when roles are clear and the vision is shared. We unpack working with his mom as co-owner, setting boundaries early, and the king‑or‑rich choice that pushed him toward systems, team, and brand over personal control. Then the ops: Financial Cents for workflow, Anchor for billing, HubSpot built right, and a dedicated salesperson drivi...

Firm owner Ben Coons shows how Keystone scaled from a 17‑client buyout to 180 STR clients by committing to one niche, building an offshore‑first team, and closing books by day five. We cover the inflection points: choosing short‑term rental PMs as the true niche, dialing the tech stack with VRPlatform, Carbon, and QBO, and making account managers offshore the primary client contact. Then lead gen...

Fort Wayne firm owner Mike Sylvester breaks down how his 3‑partner shop runs a calm, profitable practice: 32‑hour off‑season weeks, no second tax season, and a qualification funnel that turns 530 inquiries into right‑fit clients.  We get into a staff-first culture that crushes turnover, adding friction to onboarding, SEO that still works, moving off Intuit payroll, and packaging for 2026. Plu...

In this engaging episode, Matt Banker sits down with Lori Hauck, MBA, CPA, to delve into the evolving role of marketing in the accounting industry. Lori underlines the crucial role of honest communication with potential hires, a factor that can significantly impact a firm's ability to attract top talent. She shares insights into combating the prevalent imposter syndrome among accountants. She offe...

In this episode, Matt is joined by Jason Staats from the Jason Daily Podcast to discuss the power of specificity and authenticity in firm management and marketing. They emphasize how identifying niche markets and addressing specific pain points can lead to tremendous success and client satisfaction. Drawing parallels to notable figures like Lin-Manuel Miranda, they underscore the benefits of being...

In this episode, Matt has a dynamic conversation with Karen L. Reyburn, author of "The Accountant Marketer," They unravel the intricacies of marketing for accounting firms. Karen shares her expertise on establishing a robust marketing foundation, the significance of consistent content creation, and the strategic deployment of targeted campaigns. Discover how firm owners can take charge of their ma...

Join Matt and Rory Henry, Director of Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions....

Join us for an enlightening conversation with Sarah Panus, Owner, Certified StoryBrand Guide & Content Strategy Consultant at Kindred Speak, as she delves into the synergy between empathy and data in crafting impactful content strategies. With her extensive experience, Sarah emphasizes the crucial role of leveraging diverse data sources, such as social listening, paid media results, and custom...

Matt talks with MaryAnne Reynolds, a partner at Gift CPAs, about the dynamic relationship between marketing and leadership in accounting firms. MaryAnne shares her journey from a marketing role to becoming a partner, emphasizing the strategic importance of focused social media presence and SEO for driving website traffic. Highlighting the value of collaboration and continuous learning, MaryAnne re...

In this insightful episode, Jackie Meyer, founder of TaxPlanIQ and Certified Concierge Accountant, and Matt delve into strategies for growing accounting firms amidst a competitive landscape and a shortage of clients. Jackie shares valuable insights on setting boundaries, creating demand through waitlists, and offering clear pricing packages. Matt emphasizes the importance of client relationships a...

Contact the show for a free copy of the Profit First Book :  marketingforaccountingfirms.com/contact/ In this episode we delve into the transformative power of Profit First, a revolutionary method for enhancing profitability in accounting firms and businesses. Our special guest, Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals LLC, shares insights into how this app...

Join us as we welcome Meryl Johnston to the program to explore the concept of minimal viable marketing within the context of niche specialization. Matt and Meryl delve into the advantages of honing in on a specific audience and tailoring products or services accordingly, highlighting how this approach can streamline marketing efforts. The discussion extends to the challenges of managing multiple b...

Matt shares his insights gained from working with accounting firms and navigating the complexities of niching. Drawing from personal experiences and industry expertise, Matt explores the benefits, challenges, and misconceptions surrounding niching for accounting firms. He emphasizes the importance of developing a unique approach that resonates with ideal clients, rather than simply choosing a favo...

Adam Lean shares his journey from being an accountant to a successful business owner, delving into the challenges he faced and the pivotal moments that led to the creation of the CFO Project. The discussion emphasizes the need for accountants to adapt to client expectations, moving beyond the traditional role of recording the past and embracing a more advisory approach. Tune in for a thought-provo...

Entrepreneur Andrew Lassise takes us on a thrilling rollercoaster of marketing wins and pivots. Andrew spills the tea on his startup journey, sharing insights into disastrous investments and the pandemic power move that reshaped his trajectory. In this compelling conversation, uncover the art of niche marketing and the transformative impact of serving tailored solutions to your ideal audience. It'...

We unlock the power of email marketing as Jocelyn Moore, owner of EhTypical Marketing, reveals the secrets behind successful re-engagement funnels and best practices for the strategic use of separate domains. Learn how to navigate the nuances of cold outreach and why writing compelling content is the key to conquering email challenges. Get ready for a game-changing episode that will reshape your a...

Join Matt and Adrian McIntyre, a seasoned media professional and communication strategist, on the Marketing for Accounting Firms podcast. In this episode, Matt and Adrian dive into the world of podcasting for businesses and discuss why the traditional approach might not be the most effective. Adrian shares his extensive background in media, including growing up in a radio station, and how his jour...

In this episode of "Marketing for Accounting Firms," hosts Matt Banker, owner of Benchmark Growth Marketing, and Brooke Greening, co-owner of Building Momentum, delve into the world of sales and cold calling strategies. With over 15 years of experience in corporate sales and training, Brooke shares her insights on the effectiveness of cold outreach and offers practical tips for building successful...

In this Marketing for Accounting Firms episode, Matt Banker interviews Mickey Kennedy, the founder of eReleases, a press release distribution service. They discuss the significance of press releases and public relations (PR) for small businesses, including accounting firms. Mickey shares his expertise gained from 25 years of running eReleases and highlights the impact of press releases on lead gen...

In this episode of the Marketing for Accounting Firms podcast, Matt Banker, owner and founder of Benchmark Growth, interviews Sarah Berry, a successful owner of an accounting firm based in Texarkana, Texas. Sarah shares her journey of starting her firm in 2014 after leaving a traditional job to care for her baby with health challenges. Over the years, her firm has evolved from focusing on year-end...