The ProMarketer Podcast

With inflation in the air, it seems only natural to talk about PRICING with you. Specifically, yours.   Regardless of the inflationary realities you and your clients are facing, how you price your services is one of the best things that you can be looking at right now.   Recently Nate Hagerty, CEO of TaxProMarketer, hosted Michelle Weinstein (aka "The Pitch Queen") for one of his agency-clients-on...

Though the last three tax seasons have brought tax pros like you to your knees pleading for relief, to make it through, you've got to remember it's not about you. This is about your customers.    And to serve them well in future tax seasons (and beyond), you need to find passion for what you do, something Roger Knecht of the Buiding the Premiere Accounting Firm podcast says is an imperative for mo...

Small businesses truly are the lifeblood of the U.S. economy. And behind those businesses are accountants, bookkeepers, and tax practitioners, guiding them through the muck that is the current state of things.    But that also means burnout… so many longstanding industry professionals shouting into the ether, "I'm done." How then shall the industry (and it's workers) find a way to get past the cha...

Tax pros and accountants alike… you know you've felt it.  Exhaustion and burnout are all too real in the industry. Practitioners and CPAs are jumping ship in droves. You probably know some… or you're on the verge of following suit.  But, if you'll take a step back, you'll see that you have an opportunity right now to be a gift to so many people who are looking for some guidance in this tax world s...

When you're juggling soccer schedules, project deadlines, meal prep, responding to timely emails, and so on, it can be pretty overwhelming, and navigating the demands of both home and workplace can take its toll.    That's why in this Office Hours we're focusing on productivity strategies for working moms (from working moms) -- and how best to support them in the workplace. Because working moms fa...

The last three tax seasons have shifted a lot of tax and accounting professionals' priorities. Some are considering shifting their pricing models. Others are trying to implement new marketing strategies to get better, more ideal clients. And there is a whole contingency looking for an exit plan to leave it all behind.    Wherever you're finding yourself on that spectrum, Michael Gordon (Not Your B...

Right now, business owners are desperately searching for people they can lean into for real guidance on business matters. There's a goldmine of prospects out there, but tapping into them means offering more than just the once-a-year tax preparation service. It means becoming that back-pocket person for many aspects of their business including CFO services, accounting, tax planning, and bookkeeping...

With a tax code that keeps morphing and clients who demand tax return happiness at a going-out-of-business price, it's no wonder tax practitioners are burning out and running full-speed away from the industry.    So, how do you navigate the rough seas of tax world, scale your business, and find joy in what you do?   That's exactly what Nate Hagerty (CEO of TaxProMarketer ) and Joe Woodard (CEO of...

COO Troy Lakey and Director of Client Support Katherine Hershberger join CEO Nate Hagerty and Vice President Christian Jones for an important conversation about the demand of a packed schedule: the best productivity hacks for increased output… while keeping your sanity.   We cannot emphasize enough just how nerdy (and skilled) the TPM team is at ways to "hack" workflow, and how truly beneficial th...

Raising prices is becoming standard practice in businesses across America as inflation strikes and supply chains dry up. Couple that with the growing pressure on tax and advisory professionals all around the industry in the wake of 2020. It means now, more than ever, business owners and taxpayers are turning to you for help, even as the glaring issues at the IRS make the job harder than ever.   An...

When you signed up with TaxProMarketer, you were looking to build a marketing framework that would get your business visibility and get you lead generation traction. And we work hard over here at TaxProMarketer to do just that.   But as Christian Jones (TPM VP), Ben Greutman (Director of Innovation), Troy Lakey (TPM COO), and Nate Hagerty (TPM CEO) share here, you've got a part to play in building...

Workflow troubles in your accounting firm? Deadlines piling up and keeping you up at night? Or worse –- falling through the cracks?    When momentum picks up in your business, the stress of increased projects and due dates can take its toll… especially when things get missed. And because the accounting world literally RUNS on deadlines, managing them and your team well is critical if you want to s...

Christian Jones (TPM Vice President), Ben Greutman (Director of Innovation), and Troy Lakey (TPM COO) coming at you with the six most notorious mistakes they've seen tax pros make with their marketing (and how to avoid making them).   See, not utilizing the tools that are already at your fingertips to reach prospective clients or retain existing ones is ensuring that your business stalls out, cras...

One of the primary ways people mess up their business is by larding it with unnecessary layers of complexity.   Whether that's by org charts, sales processes, weird staff incentive structures, or (especially) online marketing.   We slavishly imitate these corporate structures because we don't have the internal confidence to build something elegant and simple.   But you can build an elegantly simpl...

There's a shift that occurs in the lifespan of a business -- universal to EVERY industry -- in which "success" by most metrics is assured.   You can put a revenue number on it, perhaps around $250K annually (depending on margins, obviously), and the business evolves into something you know is going to "make it." It's a going concern, as they used to say.   When you make this shift, new habits are...

There are a lot of reasons people trust tax pros and accountants to manage their tax situations, but probably the biggest one is they need someone they trust who can confidently tackle the complicated details of tax compliance and dealing with the IRS.   But who's looking out for tax pros and accountants when the IRS makes sudden requirement changes?   See, in 2019, the IRS added a question 11 to...

In this brand new podcast, our CEO's Tax and Accounting Firm Marketing State of the Union for 2021, we give the five big shifts happening in the tax and accounting marketing space right now and tools to build a practice of lasting significance.

Tune in to hear a pair of successful accounting professionals who have niched their services to a specific clientele and made significant inroads into that community in their area (and beyond).   Lynn and Janet Behm work with 170 real estate professionals in Utah and abroad. Their clients are desperate for bookkeeping services that meet their unique needs and provide them with the financials they...

CEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 employees with over $170M assets in fee-based management.   Dean's story is interesting -- from his origin story to the way he uses his tax services to grow the more lucrative financial planning side of his practice.   One success point he noted was the...

I'm not sure if you're aware of it, but every year, 5 and a half MILLION parents get ready to send their kids off to college.   And … most of them completely overpay for the privilege.   They simply don't understand the FAFSA system, and what the universities are looking for in their aid.   And who can blame them? It's a little like ... the tax code. (Ahem.)   Or, they are one of the 78% of all pa...

We love hearing successful business stories.   Ann Hartz, CPA from Des Moines, Iowa, worked to grow from a solo practitioner practice with 100 clients to a thriving firm with five full-time employees and 2,000 clients.    "We all go into business for what we love to do, and I love to do taxes. I really do. But I have to be the president of this business and run the business, too," Ann said about h...

Yep, you heard that right.   It's a new, under-the-radar shift (that Google didn't announce) that provides a "newsfeed" of sorts of content from friends and nearby businesses.   Which has definite implications for how you operate your GMB profile.   I love nerding out about this stuff.   Perhaps like you do with the tax code (and I am increasingly nerdy about that as well) ... and it's why I am dr...

Over my past 17+ years helping tax professionals like you, I've heard many people say that they "didn't want to market themselves" or that "salesmanship is manipulative and evil."   But marketing AND selling are really about building relationships .   And those are vital to our existence.   Try this: Take a breath and hold it. Keep holding it until you feel the discomfort. Then hold it a little mo...

Most tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get in front of those folks, they're able to explain exactly how they can do that.   But the problem many firm owners face is how to get in front of the people they can help.   How do you get the attention of new tax leads?   The "old way" of drumming up...

There are some basic assumptions to be familiar with when starting any marketing conversation related to your tax or accounting firm.   You need more than a website. You need to be conversion-oriented in your marketing. Email is your hidden weapon. Tactics are constantly changing. There is a specific relationship journey to follow in order to convert a lead into a client.   With that foundation, w...