Episodes
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The modern workforce is changing RAPIDLY, and it’s taking the tax and accounting industry by storm.
Accountants like Blake Oliver have their eyes on the future of the industry, and bring an innovative flare to traditional practices. Blake is the CEO of Earmark, a revolutionary platform that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He’s cracked the code for modernizing accounting practices, specifically when it comes to hot topics like work-life balance and strategic use of technology.
And he’s here to share his secrets.
In this conversation with Christian Jones of TaxProMarketer, Blake draws a roadmap for innovating the tax and accounting industry, covering everything from his journey with Earmark’s CPE offerings to some of the broader trends and challenges faced by the accounting profession today.
Their conversation is packed with actionable tips and insights for all accounting professionals, from those just starting out to seasoned firm owners. Things like…
How to build a sustainable practice that doesn't rely on you working long hours.
Strategies for transitioning clients to more profitable service packages.
The benefits of leveraging technology like offshore talent and AI to streamline operations.
Why the future of accounting lies in a client-centered approach with a focus on quality and value.
If you want the secrets to building a thriving accounting practice while achieving a healthy work-life balance, listen to this.
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Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it’s turned out to be a big problem for the IRS. And they’re cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will you fix it and avoid paying the serious consequences of improper filing?
Join ProMarketer Podcast host, Christian Jones, and special guest, Catherine Tindall*, CPA, founder of Dominion Enterprise Services (DES) as they discuss the essential due diligence needed to keep your clients compliant and avoid potential pitfalls with the ERC.
*Catherine Tindall, CPA, saw the issues with the ERC from the get-go, and has worked to develop tools for tax professionals to help their clients get back into compliant positions with the IRS. Her expertise has been featured by Intuit and the Journal of Accountancy, and she has had over 16,000 professionals attend her continuing education seminars.
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Episodes manquant?
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Sleepless nights…
Marketing blunders…
Terror clients…
Business demands…
Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can show you how.
Future Firm helps accountants like you restructure and grow their businesses into something that’s profitable… and enjoyable to run.
Here Ryan shares with ProMarketer Podcast host, Christian Jones, his strategies for packaging and pricing in a progressive way that is comfortable for you, the firm owner, and attractive to your client base. He also talks hiring strategies to get A-player people on your team.
If you want to get unstuck from where your business is at, listen in.
And don’t forget to come back for Part 2…
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With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties.
And if you as an accountant are one of those feeling lost, you're not alone.
That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with returning podcast guest and long-time TPM friend Mike Gordon, with over three decades of experience running a successful CPA practice, to discuss the CTA and BOI reporting. Mike has dedicated the better part of the last 3 years to understanding the CTA and BOI reporting to greater serve his clients, and guide other business owners to succeed.
In this podcast with Mike, you’ll learn…
Non-Compliance Penalties: Why you should stay informed and take action regularly to avoid potential penalties.
Safeguards for your business: Strategies to implement a monthly compliance checklist to stay on top of regulatory changes.
Client Communication: Why you should be proactive with communicating with clients regarding their BOI.
Looking ahead to where the world is going, as tax and accounting professionals, you MUST equip yourself with the tools you need to stay compliant while also helping your clients thrive.
Listen in as Mike shares strategies and tools that he has developed to better position yourself to be protected while ALSO serving your clients well with CTA and BOI reporting requirements.
Listen here.
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As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business.
But let's be real: Without the right tools and resources, it's going to be tough. That's why it's important to use the tools and resources becoming more and more available to you, especially when planning for the future of your firm.
In today’s episode, TPM CEO Christian Jones is joined by Dave Hartley, CPA and lifelong technologist. Dave Hartley spearheads growth and innovation efforts at Anders CPAs + Advisors and has a lot of insight on what’s available to the accountants right now.
Join Christian and Dave as they share their insights on the future of the CPA profession, including the impact of AI in accounting, how to scale your business, and why now is a great time to be a young CPA.
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Every small business owner will experience business growth—at least they should.
With growth comes new opportunities, and new challenges to overcome, with very real growing pains.
Hiring qualified staff members
Client loyalty
Maintaining your culture and values
Your ever-evolving role as a business owner
Leveraging new technologies
The list goes on and on.
In this episode, TPM CEO Christian Jones and long-time TPM client Anthony Mauriello, who grew from one office to six on the East Coast, explore the opportunities and challenges of business growth.
Listen in as Anthony details his transition from hands-on preparer to strategic CEO, offering valuable lessons for tax and accounting pros. Discover how determination, innovative strategies, and a focus on client value can drive business growth while keeping your passion alive.
Resources
https://www.mytaxfella.com/tools-and-resources/
https://www.mytaxfella.com/blog
http://www.mytaxfella.com/
Connect with Anthony Mauriello: [email protected]
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Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow.
But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until you put work in front of them.
So, what kind of guidelines do you put in place for hiring the right employees? A few of them…
Have a vision for what you want your business to be
Fill your gaps, find your complements
Hire for traits, not just skills
Think about team fit
TaxProMarkter Founders Nate Hagerty and Troy Lakey talk about the specifics that guided them in the hiring process and helped them replace themselves and grow the agency.
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Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn’t happen by chance. Creating a work culture where people can thrive takes serious intention.
Episode resources:
Setting your company’s vision, values, & culture with Troy Lakey
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In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (of The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business.
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.
Resources
Free training: https://thecfoproject.com/start-a-cfo-service
https://thecfoproject.com/
https://www.linkedin.com/in/adamlean
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Ever put selling and fun in the same sentence?
If you’re like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it’s difficult to express your value and convince others of it too.
But…Selling doesn’t have to be hard.
And it shouldn’t be about gimmicks. Selling is about offering solutions to solve people’s problems. More importantly, it’s a key part of turning the leads coming through your doors into actual paying clients.
“But what if I’m not good at it?”
Michelle Weinstein shares with host Christian Jones her easy (and surprising) selling formula, and the 3 P’s of selling that will help tax and accounting business owners convert leads and boost their bottom line.
Michelle Weinstein (founder of The Abundant Accountant) has helped numerous accountants grow their firms to seven figures and beyond by making selling FUN.
She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue, and…
She can help you too: https://theabundantcall.com.
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Accounting opportunities are exploding right now.
Many long-time accountants are on the verge of retirement. Others are jumping ship to new careers. AI is revolutionizing the role of the accountant. It all adds up to wide open doors and a plethora of tax and accounting opportunities.
And if you’re one of these…
New to the industry and looking to make a career in accounting but not wanting to slog through a 4-year degree
A tax preparer with years of experience behind you, wanting to expand into year-round planning services to grow your business
A successful CPA that’s ready to transition your client base and build a premiere firm
You’ll want to carve out the next 30 minutes to listen to this episode of The ProMarketer Podcast as host Christian Jones (TaxProMarkter) asks Roger Knecht (President of Universal Accounting Center [UAC]) to offer up pro tips for harnessing the accounting opportunities springing up from the shifting tide in the tax and accounting industry.
After you listen, hop on over to LinkedIn for some one-to-one with Roger.
OR…
If you want some in-person face-to-face, go register for this year’s GrowCon event hosted by UAC. Enjoy beautiful Utah and get the benefit of connecting with your industry peers for some spontaneous collaboration and camaraderie.
Free resources: https://universalaccounting.com/free-resources/
Training at Universal Accounting Center:
Want the training, certifications, coaching, and support needed to excel in your accounting career and get paid what you’re worth? Sign up for The Perfect Solution.
Red to Black - The small business accountant's guide to quick turnarounds
In the Black - Nine principles to make your business profitable
The Turnkey Business Plan for Accounting Professionals
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When figuring out how to grow your business, where can you find training tuned into your specific needs as a tax professional? How much do you prioritize continually investing in your education in the accounting world? How do you build a network of other tax professionals whose knowledge you can draw from?
Today, we’re welcoming good friend Andy Frye back to the ProMarketer Podcast to give his take on continual education for tax pros and how to grow your business… all while still enjoying more pricing power for your accounting services.
Andy is a third-generation tax business entrepreneur who has personally prepared over 10,000 tax returns. He regularly interacts with and trains 20,000+ tax pros and happens to be the Founder & CEO of Pronto Tax School, Inc. Since 2011, their training system has provided 100,000+ courses teaching tax pros to easily find the tax changes that are most relevant to particular client groups, in order to optimize their service and benefit their clients.
If you don’t want to have to go at it alone in the tax industry, you’ll want to check this out:
https://prontotaxschool.com/
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If you could make one change in your practice with the goal of refreshing your workload, increasing profit, and reducing stress, what would it be?
If you said change your pricing structure — well, we agree.
What often keeps us from updating our prices (or even better, switching from fixed or hourly rates to a value pricing model) is fear of losing clients, feeling unsure on how to do it, or a lack of confidence related to the value of our work.
But get this: People want your services. And when they really value what you have to offer, you don’t have to work around the clock at hourly rates just to make ends meet.
In this episode, CEO Nate Hagerty is joined by Loren Fogelman, a sports psychologist turned business coach who specializes in pricing strategy and sales for accountants and tax pros. (Her clients are able to reduce workload by as much as 50% while DOUBLING revenues.)
She has been steadily recognized in recent years by HubSpot in its annual list of the world’s top 22 business coaches. Loren delivers talks and workshops across the United States at major conferences such as Inbound — one of the world’s most esteemed content marketing events for entrepreneurs — as well as many niche accounting conferences.
Listen in as Loren breaks down how to practically shift away from the hourly rates pricing trap to a value-based pricing model that has proven successful for her clients.
Having the money conversation might feel uncomfortable… but you’re worth it.
Loren’s free resource to value price your services:
https://www.businesssuccesssolution.com/package/
Other places you can find her:
Website: https://businesssuccesssolution.com
Facebook group:
https://www.facebook.com/groups/growyouraccountingpractice
LinkedIn: https://www.linkedin.com/in/lorenfogelman
Instagram: https://www.instagram.com/business_success_solution/
Twitter: @lorenfogelman
Youtube: https://youtube.com/c/BusinessSuccessSolution
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As we turn ourselves towards 2023, lead quality is king.
There are things you can do to *attract* the right kinds of prospective clients to your practice that absolutely are worth your time investment.
Often, that involves using social media. But if we’re honest…
Facebook is full of geriatrics. Twitter is a dumpster fire. TikTok is famously full of BAD tax advice. Instagram doesn’t easily lend itself to accounting and tax practices…
Yet LinkedIn is full of business owners (high-income earners) looking for sound solutions (and trusted advisors) RIGHT NOW. When the other social media platforms fail, LinkedIn can be an exception — if you do it right.
For this episode, we brought two friends — national LinkedIn expert Anthony Simonie and sales coaching aficionado Donald Stojack — to do a live masterclass session with TPM CEO Nate Hagerty on how to optimize your profile and use it the way it really should be used. You’ll walk away with tons of practical tips for using LinkedIn plus the chance to further connect with Anthony and Donald.
Anthony’s LinkedIn: https://www.linkedin.com/in/anthonysimonie?trk=author_mini-profile_title
Donald’s LinkedIn: https://www.linkedin.com/in/donaldstojack
Click here to book free session focused on optimizing your LinkedIn profile: www.CEsession.com/book-now
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Want non-local clients? If so, then this episode on PPC advertising is for you.
Of course, there are MANY reasons to invest in advertising-fueled growth.
And it doesn’t just mean Facebook ads because here’s the thing about those (or any kind of social advertising):
You’re interrupting your prospective client. Like many forms of PPC, you are relying upon DEMOGRAPHIC data and hoping that your messaging is strong enough that they will pause their baby-pic-browsing and be immediately compelled by your accounting or tax information.
ON THE OTHER HAND:
Joe/Jane Prospect is actively searching for solutions related to accounting or tax-related issues, and they do some basic google searches ... and they find YOU.
Joe/Jane is already inclined to engage ... and the fact that they "found you" (even if via PPC), puts YOU in the power position. Contrast that with you interrupting their social browsing ... you have to "justify" your interruption. The positioning is entirely different.
But here's the big problem with search advertising: The house always wins.
In other words, if you're going to play with the back end of the Google advertising dashboard, you need to know what you're doing.
Which is what this episode is all about -- equipping you with the tools you need to win with PPC advertising.
Listen in as TaxProMarkter’s Vice President, Christian Jones, and Director of Advertising and Innovation, Ben Greutman, share why you should spend money on PPC advertising, a list of questions you need to IMMEDIATELY ask your advertising provider, and stories from clients crushing it with PPC ads.
… And though ads are important to building an online presence, they’re not the only solution for bringing in leads. Here’s a little bonus from TPM VP Christian Jones on the right time to do ads: https://youtu.be/2c9azO9Id70
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With the 2023 tax season upon us… do you find yourself appreciating working in accounting & tax services or is it more like the onset of dread as you’re faced with the possibility of 12+ hour work days?
Somewhere over the years, tax and accounting pros fell into this bad habit of discussing our work like it was those horrible fraternity or sorority hazings back in college: “If I have to suffer every tax season, so will you!”
But wait — aren’t a lot of us our own bosses? Small business owners operating our own practices?
Surely there’s a better way to structure our accounting and tax services — one that involves giving superior care and attention to amazing clients WITHOUT the headache of being stretched thin serving clients who complain all the time…?
In this episode, Nate Hagerty interviews Andrea MacDonald, CPA: a mom, wife, and accounting nerd who founded Pro Tax & Accounting LLC. Through accounting services, tax planning, and tax return preparation, Andrea and her team help small business owners resolve cash flow issues, A/R issues, A/P issues, and a whole lot more. Andrea specializes in supporting other small business owners during their entrepreneurial journey.
If you’re unhappy with your current workflow (or you’re building your own practice), you’ll want to hear how Andrea has gone from being overworked and underpaid to doing meaningful work with fewer clients AND — get this — being paid what she’s worth.
You can find Andrea here:
www.protaxllcva.com
https://www.linkedin.com/in/andrea-macdonald-cpa-4704042b/
Twitter: @andreamacdcpa
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Spend a lot of money on a beautiful website but still can’t seem to get leads?
Struggling to get on page 1 of the search results?
If you have a great looking website and some type of follow-up system, but no one can find you on Google, that’s a problem. Looks don’t equal performance. Getting on the first page of the results comes from building an organic foundation from the beginning. And building a good website isn’t hard. All it takes is a little optimization – filling in that metadata on the back end.
And optimization doesn’t stop at your website. It also means filling in every form of your Google Business Profile, posting regular content, and not neglecting your backyard.
Beyond optimization, you need to consider that Google focuses on local results. Even if you serve clients nationwide, Google will view your practice as a local business.
Listen in as TaxProMarketer Vice-President Christian Jones talks best SEO practices and local listings strategies to get you ranked in the search results.
Episode highlights:
- Google wants to see that you’re optimizing the experience of the user.
- Uniqueness is something Google factors in – 60% of the internet is duplicate content.
- Google measures clicks, scrolls, and time on site... so optimize for engagement.
- Google Business Profile is all about frequency, recency, star rating, and content.
- 99 times out of 100, if marketing tactics aren’t working to get leads, it’s because you don’t have Google reviews.
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Are you ready for 2023?
Ooh nelly, what we all thought would be a pretty "easy" tax season (in relative terms to the nightmarish last three busy seasons) is going to be much more ... interesting, in light of the economic disruptions now and to come.
Not only that, but the fact of the matter is: The traditional website is dead.
So ... if you want to grow your practice, you need more than a "nice website." You need a full marketing plan that includes an optimized Google business profile, email strategy, social strategy, traffic strategy, and more.
Yes, you can do the "funnel" thing ... but until you have these other components well and truly nailed, you're chasing from behind instead of working ahead. The most ideal online marketing plan naturally brings quality leads through the marketing journey — without you having to become a carnival barker in the process.
In this episode, CEO Nate Hagerty and Vice President Christian Jones take you through a crash course on marketing your practice in 2023 — covering all the essentials plus addressing what has changed this year in the world of online marketing.
If you want continued growth, this episode is for you.
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In the accounting and tax world, it’s easy to trudge through the daily workflow without building relationship with clients and marketing your services. The reason: You can be an expert in your field – the best accounting and tax pro – without doing all of that.
But will all of your expertise amount to anything if clients don’t like you and new leads can’t find you?
Today’s guest, Carlos Samaniego, is an author and speaker who got into tax resolution work after experiencing first-hand the terror of owing the IRS. (He spent over eight years not filing taxes – imagine the penalties and interest due!) He has since turned his life around and now helps others do the same. Carlos’s firm has saved tens of thousands of dollars in back taxes by negotiating settlements with the IRS instead of letting them bombard his clients’ lives with aggressive collection tactics (like levies or wage garnishments). His book, How to Make the IRS an Offer They Can’t Refuse, has been featured on Fox News, CBS, and NBC TV and on radio stations throughout the U.S.
Listen in as Carlos shares with Nate Hagerty (TaxProMarketer CEO) not only how he fell into doing tax resolution work, but the power he’s discovering in being authentic with his clients and how to practically implement this in accounting and tax firms.
CarlosSamaniego.com
TaxDebtConsultant.com
Carlos’s free book: TaxDebtBook.com
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When we speak with accounting and tax pros one on one about their marketing, this is what we often hear:
I have an outdated website. My local SEO is flopping. How do I prevent dead-on-arrival paid ads? Traffic to my website is slumping.There are plenty more, obviously. These are merely the most common — all of which lead to the wrong leads and not enough of the right kinds of clients being attracted to your accounting and tax practice.
To stand out from others in YOUR market area, you need a clear, informed marketing plan for 2023.
In today’s episode, TaxProMarketer VP Christian Jones and CEO Nate Hagerty cover how to reach the goals you need for busy season (and beyond). They’ll help you sharpen a simple plan for all of your marketing (online and offline) and bring you through a brief exercise to help you build that plan.
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