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CFO Weekly - How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark

How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark

11/15/22 • 35 min

CFO Weekly
An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.
Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.
In this episode, we discuss:
  • The first-ever marketing and sales consulting firm for accounting professionals
  • How DreamFirms help accounting firms build their dream businesses
  • Traditional versus modern marketing methods
  • How to ensure the timing is right for your marketing strategy
  • What good content looks like in the accounting space
Learn more about Tyler:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:If you a...
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An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.
Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.
In this episode, we discuss:
  • The first-ever marketing and sales consulting firm for accounting professionals
  • How DreamFirms help accounting firms build their dream businesses
  • Traditional versus modern marketing methods
  • How to ensure the timing is right for your marketing strategy
  • What good content looks like in the accounting space
Learn more about Tyler:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:If you a...

Previous Episode

undefined - The Art and Science of Sourcing and Procurement in 2022 with David Pennino

The Art and Science of Sourcing and Procurement in 2022 with David Pennino

How much do you spend on marketing, IT, distribution, logistics, and corporate services? If you're a consumer packaged goods company, a retailer, or an e-tailer, it's probably about twenty percent of revenue. For a one-billion-dollar business, that means 200 million dollars, which is a lot. But David Pennino states that you should be able to save between five and fourteen percent on that by doing sourcing and procurement efficiently.
David is the Founder, CEO, and Director of LogicSource, a business consulting and services company that focuses exclusively on the sourcing and procurement of indirect expenditures. He has spent the last twenty years advising and helping companies buy better. David’s experience includes a mix of early-stage and established businesses. Before LogicSource, he held senior and executive leadership roles at Williams Lea, Gartner, and Scient.
In this episode, we discuss:

  • What is LogicSource
  • How organizations can buy better
  • Reinventing sourcing and procurement
  • The advantage of doing sourcing and procurement well
  • How companies can buy better in 2022
  • The value of indirect procurement to a CEO and CFO
  • Misconceptions about procurement
Learn more about David:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:If you are interested in joining CFO Weekly as a guest, please comple...

Next Episode

undefined - Unmasking the Experience of a Healthcare CFO with Mike Grover

Unmasking the Experience of a Healthcare CFO with Mike Grover

Healthcare is a capital-intensive industry that takes more money to operate and grow than other industries. With that in mind, you’d assume that financial leaders in healthcare have a hard time managing all of the financial operations, teams, and responsibilities involved. Interested? We invited Mike Grover to come and either confirm or debunk these perceptions for us.
Mike is the Chief Financial Officer at Greater Good Health, a company looking to expand primary care access and build a new system that supports the needs of both nurse practitioners and patients. He has over a decade of progressive finance experience, including six years working with risk-bearing primary care groups at DaVita Medical Group and Optum. Mike also has deep expertise in value-based payment mechanisms and partnership models.
In this episode, we discuss:

  • Empowering nurse practitioners
  • What is a risk-bearing provider?
  • The four roles of a healthcare CFO
  • What healthcare CFOs should focus on
  • Value-based versus traditional care
Learn more about Mike:
Episode resources:
If you enjoyed this episode, then please either:
Instructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:If you enjoyed this episode, then please either:Instructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
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