The ProMarketer Podcast

As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business.   But let's be real: Without the right tools and resources, it's going to be tough. That's why it's important to use the tools and resources becoming more and more available to you, especi...

Every small business owner will experience business growth—at least they should.   With growth comes new opportunities, and new challenges to overcome, with very real growing pains.   Hiring qualified staff members Client loyalty Maintaining your culture and values Your ever-evolving role as a business owner Leveraging new technologies   The list goes on and on.   In this episode, TPM CEO Christia...

Don't get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow.    But hiring can feel like a hit or miss process. Sometimes you don't know what kind of employee you have until you put work in front of them.   So, what kind of guidelines do you put in place for hir...

Want to know the secret sauce to a thriving workplace and loyal employees? It isn't necessarily compensation or benefits. It's something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn't happen by chance. Creating a work culture where people can thrive takes...

In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can't be done by AI? Adam Lean's answer: Be a trusted business advisor, a CFO. Adam (of The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business.    Adam Lean is a former accountant...

Ever put selling and fun in the same sentence?    If you're like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it's difficult to express your value and convince others of it too.   But…Selling doesn't have to be hard.    And it shouldn't be about gimmicks. Selling is about offering solutions to solve...

Accounting opportunities are exploding right now.    Many long-time accountants are on the verge of retirement. Others are jumping ship to new careers. AI is revolutionizing the role of the accountant. It all adds up to wide open doors and a plethora of tax and accounting opportunities.   And if you're one of these…   New to the industry and looking to make a career in accounting but not wanting t...

When figuring out how to grow your business, where can you find training tuned into your specific needs as a tax professional? How much do you prioritize continually investing in your education in the accounting world? How do you build a network of other tax professionals whose knowledge you can draw from?   Today, we're welcoming good friend Andy Frye back to the ProMarketer Podcast to give his t...

If you could make one change in your practice with the goal of refreshing your workload, increasing profit, and reducing stress, what would it be?    If you said change your pricing structure — well, we agree.    What often keeps us from updating our prices (or even better, switching from fixed or hourly rates to a value pricing model) is fear of losing clients, feeling unsure on how to do it, or...

As we turn ourselves towards 2023, lead quality is king.   There are things you can do to *attract* the right kinds of prospective clients to your practice that absolutely are worth your time investment.   Often, that involves using social media. But if we're honest…     Facebook is full of geriatrics. Twitter is a dumpster fire. TikTok is famously full of BAD tax advice. Instagram doesn't easily...

Want non-local clients? If so, then this episode on PPC advertising is for you.   Of course, there are MANY reasons to invest in advertising-fueled growth.   And it doesn't just mean Facebook ads because here's the thing about those (or any kind of social advertising):   You're interrupting your prospective client. Like many forms of PPC, you are relying upon DEMOGRAPHIC data and hoping that your...

With the 2023 tax season upon us… do you find yourself appreciating working in accounting & tax services or is it more like the onset of dread as you're faced with the possibility of 12+ hour work days?   Somewhere over the years, tax and accounting pros fell into this bad habit of discussing our work like it was those horrible fraternity or sorority hazings back in college: "If I have to suffer e...

Spend a lot of money on a beautiful website but still can't seem to get leads?    Struggling to get on page 1 of the search results?    If you have a great looking website and some type of follow-up system, but no one can find you on Google, that's a problem. Looks don't equal performance. Getting on the first page of the results comes from building an organic foundation from the beginning. And bu...

Are you ready for 2023?   Ooh nelly, what we all thought would be a pretty "easy" tax season (in relative terms to the nightmarish last three busy seasons) is going to be much more ... interesting, in light of the economic disruptions now and to come.   Not only that, but the fact of the matter is: The traditional website is dead.   So ... if you want to grow your practice, you need more than a "n...

In the accounting and tax world, it's easy to trudge through the daily workflow without building relationship with clients and marketing your services. The reason: You can be an expert in your field – the best accounting and tax pro – without doing all of that.   But will all of your expertise amount to anything if clients don't like you and new leads can't find you?   Today's guest, Carlos Samani...

When we speak with accounting and tax pros one on one about their marketing, this is what we often hear:   I have an outdated website.   My local SEO is flopping. How do I prevent dead-on-arrival paid ads? Traffic to my website is slumping.   There are plenty more, obviously. These are merely the most common — all of which lead to the wrong leads and not enough of the right kinds of clients being...

As you're probably aware, the tax and accounting world isn't known for being the most cutting edge industry. Some practices still operate the exact same as they did decades ago, because… these approaches have stood the test of time – right?   Not necessarily.    In 2013, Ryan Lazanis, CPA founded Xen Accounting, one of the first 100% cloud-based accounting firms. Following its acquisition in 2018,...

There are stages to a business, and very soon you realize that once you've hit six figures in revenue, you can stay in that desert for a LONG time… unless you build with a team.   But hiring great people for tax and accounting practices is a monstrous pain in the you-know-what.   Some market areas are flooded with overpriced talent, poor work ethic, and a me-first mentality. Other markets for tale...

Nowadays, anyone can create a social media page and broadcast opinions on how to structure your tax and accounting business (and believe us, we've seen plenty of that).   But how many of them have actually walked the walk and seen success? And are they skilled in a niche market, or are they just a jack of all trades and master of none?   Meet Brandon Hall, founder and managing partner at Hall CPA...

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...

We hate to break it to you, but…    The internet is not special. It's just one of many marketing principles to lay hold of (albeit - a necessary one in this time).   At least, that's what our guest Jassen Bowman, EA, asserts in this episode of the ProMarketer Podcast. He says it's no different from any other offline marketing medium.    Of course, tax and accounting firms still need a strong onlin...

We're sure you've been flummoxed by some tax and accounting firms' failure to reach new potential client pools while simultaneously others experience a gushing influx of new clients.    And that has got to make you wonder… what's their secret?     The truth is, in today's world, your competition is global .    Everyone has a camera and a microphone. You can reach any audience anywhere in the world...

After what some are calling the Worst Tax Season In a Generation — but during which many other practitioners THRIVED— what is coming for the 2023 tax season?   Based on our conversations with tax professionals, other accountants, industry leaders, and more ... we have some ideas.   Join Pronto Tax School founder, Andy Frye, and TaxProMarketer CEO, Nate Hagerty, as they rub their 2023 Tax Season Cr...

A quick Google search shows that accounting firms have data breaches every day. And, it's easy to think, "Oh, that won't happen to my business. I'm too small for cyber thieves to care about" OR "I've got password security on lock." But, with no dedicated cybersecurity or IT person monitoring (OR detecting) possible breaches, the most valuable data is vulnerable and at risk. And, worse, so is your...

While the culture war rages on (and yes, it's pretty hot today) ... there is an entirely different kind of storm on the horizon.   And tax professionals are perfectly primed for it ... maybe.   And we're seeing good things RIGHT NOW in the advertising data ... and we've got some thoughts on what is coming for tax resolution services.   Hint: it's going to be a BIG deal.   The head of Tax Resolutio...