How I Built My Firm - Craig & Michelle Hausz
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
Hosted on Acast. See acast.com/privacy for more information.
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
Hosted on Acast. See acast.com/privacy for more information.
Previous Episode
What's Wrong With Accounting Marketing
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 highlights the need for spiky opinions and a strong point of view in social media content for accountants, emphasizing the value of building a personal connection with clients. Tune in for insights on how to make accounting content engaging and relatable in the digital age.
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.
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How I Built My Firm - Matt Patrick [Updated]
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.
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
Hosted on Acast. See acast.com/privacy for more information.
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