Shows
Numbers Don't Lie: Marketing Insights for AccountantsHow This CPA Firm Grew 300% in 4 YearsIn this episode, Craig Hausz, a CPA and co-owner of CMH Advisors, shares his journey of starting and growing a successful accounting and advisory firm. We discuss the challenges and strategies involved in firm acquisitions, defining ideal clients, building a strong team culture, and the importance of effective systems and marketing for scaling the business. Craig offers valuable advice and insights for other firm owners looking to break through growth barriers.2025-06-0342 min
Accounting InsidersTop 3 Marketing Mistakes Bookkeepers Make (And How to Fix Them) with Janel Sykora🔗 Connect with Janel: 🌐https://www.linkedin.com/in/janelsykora/ 🌐 https://cajabra.com/ - Connect with Insightful Accountant! Website 👉 http://insightfulaccountant.com/ 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_AqldcpTwitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ Blog 👉 https://blog.insightfulaccountant.com/ YouTube 👉 https://www.youtube.com/@InsightfulAccountant Instagram 👉 https://www.instagram.com/insightful.accountant/
...2025-03-2527 minNumbers Don't Lie: Marketing Insights for AccountantsBookkeeper Marketing 101Are you trying to grow your bookkeeping business and not sure what works or where to start? Listen at marketing and sales experts for the bookkeeping and accounting space provide practical and actionable tactics and strategies that work. Walk away knowing exactly where to start and what to do next to grow your business with the small business clients you want to serve.Be sure to register here for our free webinar on 3/13/25 at 2:00 PM ET entitled, "How to Amplify Growth and Get New Clients for Your Bookkeeping Business"! Also- check out https://www.youtube...2025-02-2020 minNumbers Don't Lie: Marketing Insights for AccountantsWhat does a small law firm look for in an accountant?In this episode of 'Numbers Don't Lie', hosts Brad and Janel welcome Christine Cook, a family law attorney and divorce coach. Christine shares her personal journey through divorce, which inspired her to help others navigate the emotional and legal complexities of divorce. The conversation explores the importance of early support, the shift from traditional legal representation to coaching, and practical advice for those facing divorce. The conversation also touches on what professionals like Christine find value in when it comes to the relationship with their accountant.To contact Christine, you can find her on her website at www.divorcingwell.c...2025-01-3032 minNumbers Don't Lie: Marketing Insights for AccountantsAn AI Employee? How does that work?In this super short episode, Janel and Brad reveal a new AI Employee they recently rolled out for a Managing Partner in a small firm. Listen here for what "George" does now, and what he will learn to do as he gets smarter.2025-01-2307 minNumbers Don't Lie: Marketing Insights for AccountantsA Transformative Book Every CPA and Accountant Should ReadJanel and Brad discuss the newly released book by Blair Enns called The Four Conversations and why it is a "must read" for any accountant who wants to be seen as an investment rather than just another expense.
Learn about the Lead Generation Ladder and what it means for you in 2025, how to automate sales and marketing, and how to build a platform to establish your expertise with prospects before they even have an initial conversation with you.2025-01-1624 minNumbers Don't Lie: Marketing Insights for AccountantsTax Season = Selling Season...8 TipsTax season is right around the corner. It's a time when accountants have a captive audience. You are top of mind for your audience! In this episode, Janel and Brad talk about sales tips and strategies for maximizing your opportunities during those months when you have a captive audience.2024-12-1929 minNumbers Don't Lie: Marketing Insights for AccountantsAre You Ready for Ads? The Secrets to Successful Advertising for Accounting FirmsThink ads are a quick fix for leads? Think again. If you’ve been burned by bad campaigns or wasted money on ads that didn’t deliver, this episode is for you. Discover how to turn advertising into a long-term, profitable strategy tailored for accountants. Don’t miss these actionable insights—your marketing game is about to change!
2024-12-1223 minNumbers Don't Lie: Marketing Insights for AccountantsFrom CPA to AI Tech Innovator and Disrupter with Steve GelleyWe know it's coming...something big and disruptive in the public accounting space that will help firms address the talent shortage + the sheer volume of compliance work.
Both of which often hold them back from focusing more of their time on true advisory work.
Brad and Janel talk with CPA, former firm owner, and "Anti-VC VC" Steve Gelley about marketing to acquire new customers vs acquiring firms to grow the business AND...Steve's new venture, Arrive. Is a new era of CPA firms about to Arrive?
This is an episode you will not...2024-11-2839 minNumbers Don't Lie: Marketing Insights for AccountantsInsights for Advisory Firms featuring Scott FleszarJanel and Brad welcome special guest, Scott Fleszar, former CEO of SafeSend. As they discuss the evolving landscape of accounting firms, they highlight the challenges firms face in providing high-value advisory services while managing the sheer volume of compliance work.
The discussion also covers the impact of automation and technology on the profession, the importance of effective communication and client engagement, and strategies for differentiating firms in a very crowded and competitive market.
If you're interested in the insights of a CEO who was able to 8X the revenue of the company he led in...2024-11-2132 minNumbers Don't Lie: Marketing Insights for AccountantsThe Firm Differentiator You May Be OverlookingIt sounds simple, but this is what so many accounting firms miss. In a crowded marketplace with tens of thousands of firms all providing the same services, how DO you differentiate yourself?
Brad and Janel explore a thought provoking topic and offer a simple and actionable takeaway for firms to re-think their approach to attracting better, higher paying clients.2024-11-0719 minNumbers Don't Lie: Marketing Insights for AccountantsHow to handle the "price" objection as an accountantBeing able to confidently anticipate and handle objections is critical when it comes to closing new business. Salespeople are trained in this, but most accountants are not.
Today, Brad and Janel talk about the secrets to successfully overcoming the objection to price. With over 30 years selling professionally, Janel shares key strategies for navigating the topic of price. After all- as an accountant, you should be an investment to a business owner's bottom line...not an expense.
For accountants who want to sell more monthly services- whether outsourced CFO, CAAS...2024-10-2425 minNumbers Don't Lie: Marketing Insights for AccountantsA key secret for generating leads that will pay for your monthly servicesIn this special "Hurricane Milton" edition, Janel is broadcasting from Tampa and Brad from Boca Raton.
We are asked all the time by accounting firms, "what's the best way to generate new leads?"
Well, you may surprised. In this episode Janel and Brad explore exactly how to optimize the leads that you may not even realize you have first- and then set yourself up for generating new ones.2024-10-1035 min
Accounting InsidersMarketing for Accountants: AI Tools & Content Strategies | Janel Sykora🌐 https://cajabra.com/🔗 https://www.linkedin.com/in/janelsykora/-Connect with Insightful Accountant!Website 👉 http://insightfulaccountant.com/Subscribe to our newsletter 👉 https://tinyurl.com/4eky62pbTwitter (X) 👉 https://twitter.com/insightfulActntFacebook 👉 https://www.facebook.com/insightfulActnt/LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/YouTube 👉 https://www.youtube.com/@InsightfulAccountantInstagram 👉 https://www.instagram.com/insightful.accountant/ #bookkeeping #accountingfirm #accounting #podcast #janelsykora #cajabra
Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights...2024-09-3014 minNumbers Don't Lie: Marketing Insights for AccountantsGen Z business owners and what accountants should knowBrad and Janel interview Lexie Maitland, a Gen Z business owner, to understand what is important to her when it comes to managing the financial aspect of her business. Lexie is a bikini competition prep coach, and what you hear from her may surprise you.
Listen up accountants! There are over 240,000 Gen Z'rs running businesses. If business owners are your ideal clients- this is a conversation full of insight...2024-09-2635 minNumbers Don't Lie: Marketing Insights for AccountantsMarketing secrets for selling outsourced CFO services with Cameron WilliamsCameron Williams is laser focused on his niche market, and he has an offer that is so dialed in he has cracked the code on attracting clients who need consulting and CFO services. In fact, he is so full of wisdom that we had to have him back for Part 2! Enjoy Cameron's insights and best practices for attracting clients you love to serve.2024-09-1935 minNumbers Don't Lie: Marketing Insights for AccountantsThe role of internal and external marketing in CPA firms with Julie SmithJulie Smith, Practice Manager for Harper and Company CPAs Plus, serial entrepreneur, and co-host of the podcast Empowering Entrepreneurs, shares insights on running a successful CPA advisory firm and the role branding and marketing play. She emphasizes the need for CPA firms to get paid for their expertise and to define their brand and target market. Julie discusses the role of marketing in educating clients about the firm's brand and services and highlights the importance of internal marketing to align the team and create a consistent message. Listen in as Julie shares shortcuts and inspiration for firms to continuously...2024-09-1235 minNumbers Don't Lie: Marketing Insights for AccountantsHow this accounting firm owner chose his niche with Cameron WilliamsAccounting firm owners are more than accountants- they are business owners who must market effectively IF they want to attract clients willing to pay for their expertise. Listen in as Cameron Williams, CPA, tells the story of how he started his firm from scratch. With a wife and 3 young children, this is how Cameron went from nothing to everything he wanted in a business.2024-09-0541 minNumbers Don't Lie: Marketing Insights for AccountantsWhat does a startup look for in an accountant?You may be surprised as what this small business owner says is most important when it comes to selecting an accountant.
In this episode, Brad and Janel get into the mind of startup business owner and national speaker, Leslie Alvarez.
The business of accounting has changed from a largely transactional model to that of packaging and selling expertise. The key ingredient to success when it comes to acquiring and keeping clients? Hear what Leslie has to say in this episode.
Questions about marketing your...2024-08-2932 minNumbers Don't Lie: Marketing Insights for AccountantsHow to have a sales conversation as an accountantThe "S" word can be scary for accountants who are more comfortable with solving problems than convincing someone to do business with them. However, for accountants who want clients that will pay for outsourced CFO, CAS, or advisory services, learning how to have an effective sales conversation is a must.
Co-hosts Brad and Janel talk about how to have a sales conversion, how to craft a message that will resonate with your ideal prospect, and how to ask the right questions.
Link to book mentioned: Build a Storybrand by...2024-08-2223 minNumbers Don't Lie: Marketing Insights for AccountantsInside the Mind of a Small Business Owner Part 1: What Exit Plan?!As accountants, put yourselves in the minds of small business owners. How do they view the value you bring to their business?
This episode is a deep dive with a small business owner who built and exited one business and then took what he learned to build another. Richard Sargent is a very successful marketing agency owner who knows how to scale.
His insight takes you into the mind of a business owner. How they think about accountants - and more importantly- how we need to continue to educate business owners on what advisory services...2024-08-1530 minNumbers Don't Lie: Marketing Insights for AccountantsHow to invite prospects into your sales processSmall accounting, bookkeeping, and CPA firms often struggle with the technology behind marketing. Brad and Janel focus today's conversation on where you start when you feel overwhelmed and don't know where to turn to fix problems like- website performance and managing your Google Business Profile.
The talk about how to invite new prospects into a conversation via your website or your Google Business Profile- and how to have that sales conversation. 2024-08-0830 minNumbers Don't Lie: Marketing Insights for AccountantsIntro episode: Sales and Marketing Truths for AccountantsWelcome to the very first (and not perfect) episode of the brand new podcast, Numbers Don't Lie: Sales and Marketing Truths for Accountants. This podcast is hosted by marketing and sales experts who work exclusively with accountants to help them market and sell outsourced CFO and advisory services.
In this introductory episode, hosts Janel Sykora and Brad Pinzur explore the different ways numbers are important in marketing for accountants, such as driving traffic, generating leads, and analyzing margins. The hosts express their excitement about deep diving into the needs and desires of accounting firm...2024-08-0409 min