Marketing for Accounting Firms
Matt Banker
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Top 10 Marketing for Accounting Firms Episodes
Goodpods has curated a list of the 10 best Marketing for Accounting Firms episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Marketing for Accounting Firms for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Marketing for Accounting Firms episode by adding your comments to the episode page.
Choosing The Right Time To Market Your Firm
Marketing for Accounting Firms
05/24/23 • 45 min
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 and focus on their ideal clients.
By identifying their target audience's needs and preferences, she helps them tailor their messaging, packaging, and offerings to attract the right customers. The result? A more efficient and profitable accounting firm that delivers value and commands higher prices.
Our Recommended Tool Stack:
- Flywheel (WordPress Hosting)
- Active Campaign (Email Delivery)
- Descript (Video Transcript and Editing)
Listen On: YouTube | Spotify | Apple Podcasts
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Why Design Matters for Your Firm
Marketing for Accounting Firms
02/21/23 • 34 min
Sarah Hackman of Hackman Creative talks with us about design and why it matters for accounting firms.
Our Recommended Tool Stack:
- Flywheel (WordPress Hosting)
- Active Campaign (Email Delivery)
- Descript (Video Transcript and Editing)
Listen On: YouTube | Spotify | Apple Podcasts
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Understanding Brand Archetypes for Accounting Firms
Marketing for Accounting Firms
10/11/22 • 32 min
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
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Listen On: YouTube | Spotify | Apple Podcasts
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How Frameworks Help You Scale Advisory Services
Marketing for Accounting Firms
02/26/24 • 44 min
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 approach reshapes financial management strategies. Join us as we explore Profit First’s mission to eradicate entrepreneurial poverty by empowering accountants, bookkeepers, and economic experts to guide companies toward sustainable growth. Ron illuminates the core principles of Profit First, drawing from his extensive experience working with thousands of professionals across various industries. Discover how Profit First leverages entrepreneurs’ natural tendencies towards “bank balance accounting” to drive profitability. Ron underscores the importance of empathy and personalized guidance in helping clients navigate financial complexities effectively. From identifying niche markets to delivering unparalleled value, Ron emphasizes the crucial role of differentiation in today’s competitive landscape. Learn how Profit First Professionals LLC equips accounting firms with the tools and expertise to implement Profit First successfully.
Our Recommended Tool Stack:
- Flywheel (WordPress Hosting)
- Active Campaign (Email Delivery)
- Descript (Video Transcript and Editing)
Listen On: YouTube | Spotify | Apple Podcasts
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![Marketing for Accounting Firms - How I Built My Firm - Matt Patrick [Updated]](https://storage.googleapis.com/goodpods-images-bucket/episode_images/52dbf5bd1ad3a5b7b2c62c904fa71b81b1ff68f9f5e18a16d649ac4713eb8c38.avif)
How I Built My Firm - Matt Patrick [Updated]
Marketing for Accounting Firms
12/24/23 • 26 min
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 the firm, and the significance of consistent branding and storytelling. Matt's approach involves actively supporting clients in building successful businesses, and often goes beyond basic accounting services. The conversation highlights each fiirm's growth, their outreach strategies, and how they achieve the goal of empowering business owners.
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Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA
Listen On:
YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos
Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04
Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
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How I Built My Firm - Sarah Berry
Marketing for Accounting Firms
12/27/23 • 30 min
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 tax returns to offering comprehensive monthly packages, including bookkeeping and payroll services. Sarah advises aspiring women business owners in the accounting field, encouraging them to embrace their unique skills, prioritize work-life balance, and build sustainable and results-oriented businesses. The podcast also highlights Sarah's recent recognition as the Midsize Firm of the Year by PASBA in 2023.
Our Recommended Tool Stack:
WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v
Email Delivery: Active Campaign: https://activecampaign.referralrock.c...
Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA
Listen On:
YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos
Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04
Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
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How I Built My Firm - Craig & Michelle Hausz
Marketing for Accounting Firms
12/22/23 • 39 min
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 dynamics of their partnership. Discover how they balance each other's strengths and weaknesses, contributing to the success of CMH Advisors. Gain valuable insights into building a thriving accounting firm and navigating challenges with the right mentorship and financial planning.
Our Recommended Tool Stack:
WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v
Email Delivery: Active Campaign: https://activecampaign.referralrock.c...
Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA
Listen On:
YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos
Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04
Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
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The Difference Between Favorite Market and a True Niche
Marketing for Accounting Firms
09/21/23 • 44 min
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 conventional wisdom surrounding niches, urging us to view them as a means to create a protected space for our businesses rather than just a favored market. Discover why a strong niche is more than just a label and how it goes beyond working with a specific industry or market.
Our Recommended Tool Stack:
- Flywheel (WordPress Hosting)
- Active Campaign (Email Delivery)
- Descript (Video Transcript and Editing)
Listen On: YouTube | Spotify | Apple Podcasts
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Riches or Royalty
Marketing for Accounting Firms
12/01/23 • 39 min
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:
- The "Rich or Royalty" dilemma is the choice between building a scalable system or remaining a smaller, more personal firm.
- Scalable systems can generate more wealth, but smaller firms can be more rewarding for the owner.
- Examples of each path are given, such as Jeff Bezos and Mark Zuckerberg.
- There is no right or wrong answer, but it is important to be clear about your goals for your business.
Listen to the full episode for more insights on Rich or Royalty.
Our Recommended Tool Stack:Wordpress Hosting: Flywheel: https://share.getf.ly/c05x9v
Email Delivery: Active Campaign: https://activecampaign.referralrock.com/l/1R97B8DNN70/
Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA
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How to Hire a Marketing Agency For Your Firm
Marketing for Accounting Firms
03/07/23 • 47 min
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
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FAQ
How many episodes does Marketing for Accounting Firms have?
Marketing for Accounting Firms currently has 37 episodes available.
What topics does Marketing for Accounting Firms cover?
The podcast is about Marketing, Accounting, How To, Podcasts, Education, Cpa and Business.
What is the most popular episode on Marketing for Accounting Firms?
The episode title 'How to Be More Human-Centered Advisor' is the most popular.
What is the average episode length on Marketing for Accounting Firms?
The average episode length on Marketing for Accounting Firms is 37 minutes.
How often are episodes of Marketing for Accounting Firms released?
Episodes of Marketing for Accounting Firms are typically released every 8 days.
When was the first episode of Marketing for Accounting Firms?
The first episode of Marketing for Accounting Firms was released on Sep 27, 2022.
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