Marketing for Accounting Firms

The interview features Matt Banker of Banker Creative and BMG having a frank conversation with Matt Patrick, owner of Patrick Accounting and Whirks Accounting. Matt P. shares insights on his journey with PASBA (Professional Association of Small Business Accountants) and building his accounting firm. He emphasizes the importance of staying committed to a sales-focused model, evolving roles within t...

Join Matt Banker, founder of Benchmark Growth Marketing, in a candid conversation with John Drawdy, owner of Paragon Accounting and Tax Solutions. As part of our How I Built My Firm series, John shares the story of building his firm from scratch and the challenges he faced along the way. Discover the key moments that shaped Paragon's growth from networking strategies to an acquisition gone awry. T...

Join Matt Banker on another episode of Marketing for Accounting Firms as he engages in a conversation with Craig and Michelle Hausz, owners of CMH Advisors, based in Texas. This episode is part of the "How I Built My Firm" series, where firm owners share their growth stages and experiences. Craig and Michelle delve into the inception of their firm, its growth through acquisitions, and the unique d...

In this episode of Marketing for Accounting Firms, Matt Banker from Benchmark Growth discusses the common mistakes in marketing for accounting firms with guest Lorilyn Wilson. They delve into the importance of injecting personality into content, focusing on video as a key tool. Lorilyn shares her journey, starting with a successful experiment on TikTok during quarantine. The conversation highlight...

Marketing for accounting firms can be expensive, but it doesn't have to be. This week, Matt guides us through a tech stack that can give you impressive marketing results for only $200. For real! We spend so much time with new marketing software, and THESE are the ones that stand out to us in terms of value. From which AI you should pay for, to how to do cheap graphic design, you don't overpay for...

This episode of Marketing For Accounting Firms discusses the "Rich or Royalty" dilemma many business owners face. Host Matt Banker and James Kwon explore a business's two paths: building a scalable system that generates wealth or remaining a smaller, more personal firm centered around the owner. They discuss the pros and cons of each approach and how to decide which is right for you. Highlights: T...

In this episode, our guest, Nicole Davis, takes us on her journey from being a reserved accountant to becoming a prominent figure in the digital landscape. Nicole shares her initial hesitations about being visible in public spaces, especially on social media, highlighting her introverted nature. However, as the owner of a growing accounting firm, she recognized the need to adapt and evolve. With a...

Join Matt as he delves into the fascinating journey of discovering your niche with today's guest, Todd Howard. Todd is a seasoned expert in helping individuals and businesses identify their unique place in the industry. In a world filled with advice about the importance of having a niche, many find it a daunting challenge to pinpoint exactly where they belong. Todd's insights challenge the convent...

In this episode, we tackle the often overlooked but essential topic of marketing on social media, with a focus on the professional networking powerhouse, LinkedIn. Accountants are no stranger to numbers, but the numbers game of social media can sometimes feel alien and intimidating. Ashley sheds light on why many accountants shy away from marketing and delves into the historical context that has c...

In this episode, Matt engages in a captivating conversation with Patrick Dichter, an accounting firm owner who took an unconventional path into the world of accounting through his background in marketing. Prepare to gain valuable insights into optimizing your firm's marketing efforts from a unique perspective. In this episode, Patrick shares the story of how he found his way to owning an accountin...

Join Matt on a visual journey as he provides a mental map to help you conceptualize the marketing process for your accounting firm. In this solo episode, Matt explores the crucial first step of any marketing journey: getting people onto Awareness Island. Some individuals reach this stage organically through means like podcasts, conferences, or recommendations from friends. Others arrive without yo...

Join host Matt Banker in this episode of the Marketing for Accounting Firms podcast as he sits down with Tracy Kelly, an experienced marketer specializing in family-owned B2B businesses. Tracy shares his expertise in helping family-owned businesses navigate the world of marketing and establish a solid digital presence. They delve into the importance of a well-designed website as the foundation for...

On today's episode, Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when the right time for accounting firms is to invest in marketing and when should they hold off. Geraldine shares her expertise in working with CPAs, guiding them to streamline their operations...

We talk with Mark Stovel to learn more about his journey to offering advisory services for his accounting firm. Mark's Website Our Recommended Tool Stack: Flywheel (WordPress Hosting) Active Campaign (Email Delivery) Descript (Video Transcript and Editing) Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information.

On episode 6 of the Marketing for Accounting Firms Podcast, we have a discussion with Erin Andrews about the process of hiring a marketing agency for your accounting firm. Our Recommended Tool Stack: Flywheel (WordPress Hosting) Active Campaign (Email Delivery) Descript (Video Transcript and Editing) Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more info...

Sarah Hackman of Hackman Creative talks with us about design and why it matters for accounting firms. Heather's Website Our Recommended Tool Stack: Flywheel (WordPress Hosting) Active Campaign (Email Delivery) Descript (Video Transcript and Editing) Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information.

Seanna Asper runs a fractional CFO firm called Cultivated Strategy that works exclusively with companies in the AEC (architecture, engineering, and construction) industry. She talks about the benefits of having a narrow niche, how she decided on AEC, and how she markets her firm within that industry. Our Recommended Tool Stack: Flywheel (WordPress Hosting) Active Campaign (Email Delivery) Descript...

You can't do much to choose your own personality, but you can choose the personality of your firm. Julie and I have an in-depth conversation about how identifying your brand archetype can help you understand your clients better, differentiate your firm, and add a bit of personality to your marketing. Connect with Julie: LinkedIn | Website Our Recommended Tool Stack: Flywheel (WordPress Hosting) Ac...

A discussion with Ryan Thein about how marketing your firm for prospects and marketing your firm for potential hires overlaps. Connect with Ryan: LinkedIn | Website Our Recommended Tool Stack: Flywheel (WordPress Hosting) Active Campaign (Email Delivery) Descript (Video Transcript and Editing) Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information...

A discussion with Erin Fults about what to write and how to write good content for your firm. Connect with Erin: LinkedIn | Website Our Recommended Tool Stack: Flywheel (WordPress Hosting) Active Campaign (Email Delivery) Descript (Video Transcript and Editing) Listen On: YouTube | Spotify | Apple Podcasts Hosted on Acast. See acast.com/privacy for more information.