10 Business-Changing Lessons We Learned From the Cloud Accounting Summit

Posted by & filed under Marketing for Accountants, Team Management, Workflow Excellence.

We had an amazing time hosting the first ever virtual Cloud Accounting Summit. Not only did we learn a ton about how to run a virtual summit, but we also gained some valuable information from the guest speakers who made the event a success. Full summit replay Top 10 Takeaways from the Cloud Accounting Summit… Read more »

3x Your Clientele Using One Sentence

Posted by & filed under Growing Your Firm Podcast, Growth, Marketing for Accountants.

In this episode of the Growing Your Firm podcast, we talk with David’s mentor Dane Maxwell, the founder of paperlesspipeline.com and The Foundation. He dedicated 15 years of research to write a book that would change people’s lives, Start From Zero. He’s brilliant when it comes to thinking about positioning. Specifically, he wants to help… Read more »

Getting Your Content Noticed In The Marketplace

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

On this week’s Growing Your Firm podcast, we’re speaking with Katie Thomas, CPA. Katie is the founder of Leaders Online, a digital marketing agency that helps professional service providers stand out online and grow their companies. She wants to share some basics about marketing your firm that are usable for anyone, including us accountants who… Read more »

5 Tips Accounting Firms Can Use to Get More Referrals

Posted by & filed under Accountant, Marketing for Accountants, Referrals.

Referrals are the best way to access the best clients. That’s a bold statement, but there are numbers to back it up. Consumers trust word-of-mouth marketing the most. While 84% of respondents to a Nielsen poll said they trusted recommendations from people they know, only 48% of respondents said they trusted ads on social networks…. Read more »

Paid Advertising the Smart Way

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Many accounting firms rely on referrals to get new clients and are skittish about paying for advertising. Too many throw money at sites like Google and Facebook, seeing very little in return because the tools are improperly used. Our guest this week on Grow Your Firm is Tyler Clark. He’s the founder of ADcountants, which… Read more »

Accounting Referrals Have Declined 15% In Five Years

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing for Accountants, Workflow Excellence.

Fix Your Declining Accounting Referral Rate Interview with Lee Frederiksen of Hinge Marketing Did you know that accounting has one of the lowest marketing spends than any other industry? And did you know that might be what’s holding your firm back? In this week’s Grow Your Firm podcast, we’re talking with Lee Frederiksen of Hinge… Read more »

How To Use Social Media To Market Your Firm For Free

Posted by & filed under Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

Once upon a time, accounting and tax firms depended on newspaper ads, magazine spots, a well-curated Rolodex of business cards, and good-old-fashioned word of mouth to get new clients. Times have changed, though, haven’t they? In this modern Information Age, people are still using the older methods but with a significantly less rate of return…. Read more »

How this Firm Owner Reached $500K in 48 Months

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Today on Growing Your Firm, we talked with Louie Vazquez of Vazquez & Family, Inc. The firm has managed to grow from zero to $48,000 a month in just four years without taking on any debt. How was Louie able to do it? That’s what we’ll be asking him in this week’s podcast. There are… Read more »

Building A Strong Team From Hire – Renee Daggat from Admin Books

Posted by & filed under Accountant, Growing Your Firm Podcast, Marketing for Accountants, Team Management.

Whether you’re building an accounting firm or expanding your current team, you’ll probably find that hiring new team members can be a daunting task. We get it. You’re an accountant. You have clients to take care of, and your workflow can’t be put on hold for you to figure out the hiring process. On the… Read more »