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How I Built My Firm - Matt Patrick [Updated]
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.
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.
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.
Previous Episode
How I Built My Firm - Craig & Michelle Hausz
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.
Next Episode
How I Built My Firm - Sarah Berry
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
Hosted on Acast. See acast.com/privacy for more information.
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