In this podcast, we'll discuss how to create a compelling case study that will build clients’ trust in your firm's capabilities. Learn how to structure the case study by outlining the problem and solution with before, during and after illustrations. Plus, we’ll cover some great tips on promoting it across websites, social media posts, emails and sales presentations. Tune in now to discover the power of marketing with case studies!

Are you an accounting firm looking to increase leads and grow your business? You’re in the right place! In this podcast, we’ll cover everything you need to know about creating an effective lead generating machine. We’ll look at website design, social media marketing, measuring return on investment and automation tools that can be used by accounting firms. Don't miss out - learn how to overcome these five pain points to be more successful in your marketing for your accounting firm!...

In this podcast, we dive into the importance of having a genuine and compelling online presence, building trust with clients, and sharing valuable content on social media platforms. Learn how to create a content pillar, repurpose it effectively, and stay consistent to drive engagement and conversions. We also discuss how to create a strategic and measurable marketing plan, explore time-saving solutions for busy accounting firms, and highlight the power of content marketing to attract and...

Looking to host a webinar for your accounting firm? Check out these tips and tricks from the pros! Hosting a webinar can be a great way to reach new clients and grow your accounting firm. But it can be tricky to get started. In this podcast, we share some tips and tricks from the pros to help you get started. From choosing the right platform to planning your content, we've got you covered. So what are you waiting for? Start planning your next webinar today!

You're thinking of hiring a marketing agency to help you with your marketing for your accounting firm, but you have a few questions. And if you don't, you should have these 10 questions that I am going to answer for you in this podcast.    If you're thinking of hiring a marketing agency, or a marketing contractor, you likely have a few questions. I'm going to go through 10 FAQs, most frequently asked questions, that I get as a marketing agency when I'm talking with my accounting firm clients...

Creating a promotional video for your accounting firm doesn't have to be difficult or expensive. By following a few simple steps, you can create a professional-looking video that will help market your firm and attract new clients.   So, why do you need a promo video for your accounting firm?   In this podcast, we discuss how a promo video can improve your business and bring in new potential clients.

So, you've decided to start your own accounting firm.    Congratulations!    Marketing is one of the most important aspects of running any business, and it's especially critical when you're first starting out.    In this podcast, I'm going to share 5 tips that will help you launch your new accounting practice and get more clients!

Google Ads can be a great way to reach potential customers and grow your accounting firm but getting started can feel a little overwhelming. In this podcast, we share some tips for getting started with Google Ads so you can use the power of search engine advertising to reach new potential clients and grow your accounting practice.

In today’s increasingly digital world, accounting firms need to look for ways to stay ahead of the competition.    Fortunately, there is a secret weapon that is making it easier for accountants, or anyone looking to market their business for that matter, to exceed their marketing goals – from increasing brand recognition and client engagement to streamlining workflows and saving time.    So, what's the secret weapon?    If you clicked on this podcast, you likely already know what it is....

The accounting industry is always changing and evolving, from new regulations and procedures to the latest technologies and digital tools that help streamline processes and improve accuracy.    As a result of this ever-changing landscape, partners in independent accounting firms are being pushed to adopt new methods, philosophies, and adapt their approach.  On this podcast, we talk about the changes in technology, how this affects Accounting Firms, and how you can adjust in todays modern...

When it comes to talking about the services that your accounting firm provides to your clients the conversation usually centers around the services that you provide not necessarily the solutions that they offer.    The problem is that this approach can leave clients feeling confused and overwhelmed, after all, seeing a long list of services isn't very helpful if they don't understand how those services are going to solve their problems and make their lives better.

How can you market with HEART? There is sometimes a struggle for small businesses when it comes to their marketing and how it can come across to their clients.  A while back I created the HEART model, named after my marketing company atHeart, to help businesses keep their marketing consistent and on brand. The HEART Model stands for: Honest Empathetic Authentic Repeatable Transformational In this podcast, we talk about how to use this in all your marketing and what the 5...

You need an email newsletter that you send to your clients.  In this podcast, I'll tell you why and how to get started!  You know how important building and maintaining client relationships is to the success of your accounting firm and one of the best ways to stay in touch with your clients is by utilizing Email newsletters! We'll discuss why email newsletters are so important for accounting firms and how to get started with your newsletter campaign.

All right! 2023 is right around the corner, and like most businesses, you're likely planning for the new year.   In this podcast we are going to cover the top marketing trends that you should be paying attention to elevate your accounting firm's marketing in 2023.

Wondering if your accounting firm should be on social media?   If you’re reading this post, you're likely qQuestioning whether or not your firm should be on social media, and if so, what social media platform you should be on?    With the world of social media changing so often, it can feel overwhelming and confusing trying to figure out where to start!    This podcast explains the platform you NEED to be on when doing Social Media for your accounting firm!

So, you're thinking of getting some marketing support for your accounting firm? Now do you hire an internal marketing employee? Or, do you hire an agency? When it comes to marketing support, accounting firms have a couple different options. They can hire an internal marketing employee, or they can contract a specialized marketing agency, or hire a contractor. In this podcast, I'm going to outline the pros and cons of each approach.

If you're an independent accounting firm looking to onboard more clients in your area then you're going to want to listen to this podcast.  I'm going to share the three things that you can do right now to rank higher on Google when people in your area are searching for the services that you offer.  When you're looking for information on something or trying to do some research where's the first place that you go? Typically, it's probably Google!   Your clients are doing the exact same thing...

You've likely heard branding and marketing used interchangeably but they are two completely different things.   In this podcast, I will outline the differences between them and how you can leverage both to grow your accounting firm.

Social media marketing can be overwhelming, especially for small businesses, and accounting firms.    Not only is social media confusing, but it's also constantly changing. What worked yesterday may not work today. There are so many platforms to choose from, and it's hard to know where to start.    In this episode, I'll share a simplified social media strategy that you can begin using with your CPA firm Today!

Starting a podcast can be a great way to share your knowledge and expertise with the world. In this blog, we walk through the basics of starting your own podcast, from setting up your equipment to recording and publishing your first episode. If you're thinking about starting a podcast, but you're not sure where to start, this video is for you. In it, we'll cover: Why podcasting is a powerful marketing tool for accountants, The basic equipment you need to get started, How to record and edit...

What happens when you get a new client?   As an accounting firm, it's important to have a clear and concise onboarding process for new clients. This ensures that your firm can provide the best possible service on a consistent basis and avoid any potential misunderstandings or problems down the road.   In this podcast, I'll outline a few things that you'll want to consider implementing into your client onboarding process.

How important are reviews and testimonials to getting more clients?  In this video, I'm going to talk about the power of testimonials and reviews and how you can go about getting more of them for your accounting firm.  One of the most powerful marketing tools that you have at your disposal is testimonials from existing clients. Hearing about other people's positive experiences working with you can be incredibly persuasive for someone who is on the fence about whether or not to engage your...

Struggling with your marketing?    Let's create a marketing plan for your firm by the end of this podcast.   Creating a marketing plan can seem like a daunting task, but it doesn't have to be!  In fact, I challenge you to create the five minute marketing plan with me while you listen to this podcast, and you will walk away with a marketing plan tailored specifically for your firm in just 5 minutes.

In this podcast, we will take a look at the five reasons why online marketing is so important for accounting firms.   If you're not doing online marketing yet you're missing out on a lot of potential business. Here I will share all the details on why you should be diving into digital marketing for your firm.