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Marketing for Accounting Firms


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  • 32. How frameworks help you scale advisory services

    44:17
    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:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214

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  • 31. Minimal Viable Branding for Accounting Firms

    35:58
    Join us as we welcome Meryl Johnston to the program to explore the concept of minimal viable marketing within the context of niche specialization. Matt and Meryl delve into the advantages of honing in on a specific audience and tailoring products or services accordingly, highlighting how this approach can streamline marketing efforts. The discussion extends to the challenges of managing multiple brands under one business entity, while emphasizing the importance of transparent communication with clients. Join them as they unravel the nuances of minimal viable marketing strategies and share insights into scaling accounting firms effectively in today's dynamic business environment.Meryl's Links:TeamUp: https://hireteamup.com/Bean Ninjas: https://beanninjas.com/Our Recommended Tool Stack:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
  • 30. How to determine your niche

    28:02
    Matt shares his insights gained from working with accounting firms and navigating the complexities of niching. Drawing from personal experiences and industry expertise, Matt explores the benefits, challenges, and misconceptions surrounding niching for accounting firms. He emphasizes the importance of developing a unique approach that resonates with ideal clients, rather than simply choosing a favorite market. Through engaging anecdotes and practical advice, Matt highlights the significance of differentiation in a competitive market landscape. Listeners are invited to consider the role of niching in their own firms and explore opportunities for growth. Tune in to gain valuable insights into niching strategies and discover how it can elevate your accounting firm's success.Our Recommended Tool Stack:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
  • 29. CFO as a Productized Service

    38:22
    Adam Lean shares his journey from being an accountant to a successful business owner, delving into the challenges he faced and the pivotal moments that led to the creation of the CFO Project. The discussion emphasizes the need for accountants to adapt to client expectations, moving beyond the traditional role of recording the past and embracing a more advisory approach. Tune in for a thought-provoking discussion that explores the intersection of accounting, advisory services, and effective marketing strategies for accounting firms. Discover how embracing change and positioning oneself as a guide can lead to better client relationships and increased value in the accounting profession.Adam's Website: theCFOproject.comOur Recommended Tool Stack:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
  • 28. How to turn free advice into paying clients

    40:07
    Entrepreneur Andrew Lassise takes us on a thrilling rollercoaster of marketing wins and pivots. Andrew spills the tea on his startup journey, sharing insights into disastrous investments and the pandemic power move that reshaped his trajectory. In this compelling conversation, uncover the art of niche marketing and the transformative impact of serving tailored solutions to your ideal audience. It's a story of guts, grit, and discovering the winning formula in the marketing world.Andrew's WISP Template: tech4accountants.netOur Recommended Tool Stack:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
  • 27. Email marketing for accounting firms

    43:02
    We unlock the power of email marketing as Jocelyn Moore, owner of EhTypical Marketing, reveals the secrets behind successful re-engagement funnels and best practices for the strategic use of separate domains. Learn how to navigate the nuances of cold outreach and why writing compelling content is the key to conquering email challenges. Get ready for a game-changing episode that will reshape your approach to email marketing and drive results for your business! In other words, it’s time to get more leads.Our Recommended Tool Stack:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214
  • 26. Using Podcasts as a Relationship Builder

    38:50
    Join Matt and Adrian McIntyre, a seasoned media professional and communication strategist, on the Marketing for Accounting Firms podcast. In this episode, Matt and Adrian dive into the world of podcasting for businesses and discuss why the traditional approach might not be the most effective. Adrian shares his extensive background in media, including growing up in a radio station, and how his journey led him to believe in the power of meaningful conversations. The hosts challenge the conventional wisdom around podcasting, urging businesses to shift their focus from building a massive audience to cultivating genuine one-on-one relationships. Explore the concept of the “Podcast Value Pyramid” and learn how inverting the pyramid can lead to more impactful connections. Discover the strategy of using podcast production as a micro event, bringing together influential guests for engaging conversations. Matt and Adrian emphasize the importance of quality over quantity, highlighting the effectiveness of creating a podcast with a specific purpose and audience in mind. If you’re interested in transforming your podcasting approach, building meaningful relationships, and leveraging the power of conversation for business growth, this episode is a must-listen.Adrian’s Scheduling Link: https://thepodcastadvisor.com/Our Recommended Tool Stack:WordPress Hosting: Flywheel: https://share.getf.ly/c05x9vEmail Delivery: Active Campaign: https://activecampaign.referralrock.c…Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NAListen On:YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videosSpotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214