Shows
The ProMarketer Podcast5 Digital Marketing Tactics to Ready Your Accounting Business for 2026The firms that will win next year are the ones building their 2026 accounting marketing plan right now. In this session, Christian Jones (CEO) and Noah Jenks (Sales Manager) from TaxProMarketer break down the five tactics for an effective accounting marketing plan. These are the systems our clients use to generate consistent leads, retain more clients, and stop depending on referrals alone. Highlights "You can't get time back, and I need time to be effective. There's never ever a time in the year where I'm not telling a lead: Give me more t...
2025-11-2446 min
The ProMarketer PodcastGetting Your Accounting Firm to Rank Higher on Google Maps & SearchIf your accounting firm depends on referrals to bring in business, it's time to build a steadier flow of clients who find you through Google. Learn how you can rank higher on Google Maps so your firm appears when people search for an "accountant near me." You'll hear what really matters to Google and how a few simple steps can make it easier for the right clients to find (and choose) you. Visit www.taxpromarketer.com for more SEO and marketing insights.
2025-10-2344 min
The ProMarketer PodcastHow to Scale an Accounting Firm Without Burning Out with Chase DamianoYou didn't start your firm to spend every day buried in client work. On this episode of the ProMarketer Podcast, Christian Jones, CEO of TaxProMarketer, talks with Chase Damiano, founder of Human at Scale, about how to scale an accounting firm without burning out. Chase shares how burnout pushed him to rethink leadership and operations and how firm owners can delegate better and step back from the day-to-day.
2025-10-1745 min
Tax Pro NationIRS Tax Forum Spotlight Series: Marketing for Tax Pros with Christian JonesAndy chats with CEO of TaxProMarketer, Chistian Jones, to talk about marketing for tax pros, why it matters, what's working and weather you should be doing more of it. For more information about the episode visit us at prontotaxschool.com or email us to support@prontotaxschool.com For TaxProMarter reach out to www.taxpromarketer.com
2025-09-1640 min
Accounting InsidersRelational Marketing, Client Retention & AI Integration with Christian Jones🔗 Learn more 👉 https://taxpromarketer.com/ 🔗 Reach out 👉 https://talktotpm.com/ 🔗 Connect with Christian 👉 https://www.linkedin.com/in/christian-jones-44b18346 - Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@InsightfulA...
2025-05-1445 min
The ProMarketer PodcastIRS Layoffs, Automation & the New Era of Tax Pros with Andy FryeThe IRS is shrinking. Are you ready to step up? With fewer people at the IRS answering phones, solving problems, and explaining issues, who's left to help taxpayers? You are. The IRS layoffs are a HUGE opportunity for your tax business – if you position your firm correctly. TaxProMarketer CEO Christian Jones joins Andy Frye, founder of Pronto Tax School, to break down what the recent IRS changes mean for your tax firm. In this episode of The ProMarketer Podcast, you'll learn… How the IRS layoffs will increase demand f...
2025-05-0745 min
The ProMarketer PodcastHow to Convert Leads into Paying Clients For Your Accounting BusinessGetting clients is hard enough – but getting them to stick around is even harder. And if you don't know how to convert your leads into clients, you won't see the growth you want for your accounting business. You need proven strategies (combined with the right tools and skills) to guide prospects all the way from discovery to closing. TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks let you in on those proven lead conversion strategies in this ProMarketer Podcast. Listen in to discover what makes a results-driving conversion process, and how YOU can start secu...
2025-02-1445 min
The ProMarketer PodcastAd Campaign Strategies for Getting Better ClientsYou don't just want more clients this tax season – you want better clients. And to find them, you need a targeted approach that goes beyond your basic digital marketing. You need an optimized digital ad campaign. An ad campaign on Facebook or Google, coupled with a strong marketing system, drives more of the right kind of leads to your sales pipeline (and fast). Or maybe, you're looking to expand your market reach. Digital ads are key here too – they can show that market that YOU can give them the tax help they need. But to avoid...
2024-12-1040 min
The ProMarketer PodcastCFO Services: The Key to Making More as an Accountant – with Adam LeanAs an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you likely don't have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for them. Because people are willing to pay more if you can help them have a better future. Adam Lean (Founder of the CFO Project) shares with host Christian Jones (TaxProMarketer CEO) how offering CFO services will make your accounting firm stand out from the pack....
2024-11-2739 min
The CFO ProjectThe Best Marketing Tactics for Accounting and Advisory FirmsStruggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian Jones, CEO of Tax Pro Marketer, to discuss the best marketing tactics for accounting and advisory practices.Christian shares insights on building genuine relationships with potential clients, creating a marketing funnel that converts, and leveraging online and offline strategies to attract your ideal customers. Whether you're a tax practitioner, bookkeeper, or advisory services provider, this episode is packed with practical tips to grow your firm through smart, effective marketing. Don't miss it!
2024-10-2926 min
The ProMarketer PodcastEarmark CPE's Blake Oliver on Modernizing Your Accounting BusinessThe 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. ...
2024-06-2443 min
Building the Premier Accounting FirmRewind : Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketerJoin us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range of insightful topics that will revolutionize your firm's marketing strategies and help you achieve unprecedented success. Join Roger and Christian as they discuss Christian's inspiring journey towards becoming the President of TaxProMarketer. Discover the pivotal moments and challenges that shaped his path to...
2024-06-0151 min
The ProMarketer PodcastDemystifying BOI Reporting: Navigate the CTA with Confidence with Mike GordonWith 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 yea...
2024-02-1459 min
The CFO ProjectHow to Get Leads to Your PracticeCheck out the latest episode of Escaping the Accountant's Trap podcast, where Adam Lean and Christian Jones discuss the topic of "Investing In The Client Relationship." In this episode, they delve into strategies to help accountants, CPAs, and bookkeepers grow their practices by generating leads and scaling their marketing efforts. Christian Jones, the CEO of TaxProMarketer.com, shares valuable insights on how to overcome the challenges of acquiring new clients and building lasting relationships. They emphasize the importance of believing in the possibility of sustainable lead generation and explore various marketing channels, with a focus on organic ranking on...
2023-07-0423 min
The ProMarketer PodcastOptimization Insights for Your Website & Local ListingsSpend 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.
2023-01-0558 min
The ProMarketer PodcastBeing Authentic in the Accounting and Tax World with Carlos SamaniegoIn 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...
2022-12-0538 min
The ProMarketer Podcast2023 Accounting and Tax Marketing PlaybookWhen 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...
2022-11-231h 00
The ProMarketer PodcastThe Future of Accounting with Ryan LazanisAs you're probably aware, the tax and accounting world isn't known for being the most cutting edge industry. Some practices still operate the exact same as they did decades ago, because… these approaches have stood the test of time – right? Not necessarily. In 2013, Ryan Lazanis, CPA founded Xen Accounting, one of the first 100% cloud-based accounting firms. Following its acquisition in 2018, he pooled together his experience and entrepreneurial skill to birth Future Firm. Through Future Firm, Ryan provides education, community, and coaching to help accountants develop a strong business model and create a scala...
2022-10-2639 min
The ProMarketer PodcastAttract, Hire, and Retain Employees with Argel SabilloThere are stages to a business, and very soon you realize that once you've hit six figures in revenue, you can stay in that desert for a LONG time… unless you build with a team. But hiring great people for tax and accounting practices is a monstrous pain in the you-know-what. Some market areas are flooded with overpriced talent, poor work ethic, and a me-first mentality. Other markets for talent are full of people with a strong work ethic but little of the education or ceiling for knowledge work or handling high...
2022-10-211h 11
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 97 | A Conversation On Pricing: How To Charge For Your Worth With Nate HaggertyPrice is what you pay, and value is what you get. That is what pricing is all about. You have to make sure that you are giving the best value for your price. Your pricing is directly proportional to what you've invested in your education, time, and mistakes. If you believe you are an expert in your field, don't be afraid to raise your prices. It's all about getting through your beliefs that your customers will leave you if you raise prices. Get over that so you can learn how to price for what you're truly worth. ...
2022-10-011h 07
The ProMarketer PodcastThriving in Your Niche Market with Brandon HallNowadays, anyone can create a social media page and broadcast opinions on how to structure your tax and accounting business (and believe us, we've seen plenty of that). But how many of them have actually walked the walk and seen success? And are they skilled in a niche market, or are they just a jack of all trades and master of none? Meet Brandon Hall, founder and managing partner at Hall CPA PLLC – a modern, seven-figure accounting firm servicing real estate owners with a growth rate of 40-50% per year. In this...
2022-09-3044 min
The ProMarketer PodcastFreedom to Grow in Accounting Services with Caleb JenkinsYou might have someone on your team with an incredible knack for tax and accounting services. They love engaging with clients, are a whiz with numbers, and pick up new projects faster than you can lay them down. (If a name came to mind, read on…) How can you make space for them to fly? In this episode, Caleb Jenkins from RLJ Financial Services and Nate Hagerty (TaxProMarketer CEO) share how to give your employees the freedom to grow. At age 16, Caleb became the youngest certified QuickBooks ProAdv...
2022-09-2241 min
The ProMarketer PodcastOne of Many Marketing Principles with Jassen BowmanWe hate to break it to you, but… The internet is not special. It's just one of many marketing principles to lay hold of (albeit - a necessary one in this time). At least, that's what our guest Jassen Bowman, EA, asserts in this episode of the ProMarketer Podcast. He says it's no different from any other offline marketing medium. Of course, tax and accounting firms still need a strong online presence and a plan for marketing to new and existing clientele. But despite a...
2022-09-0346 min
The ProMarketer PodcastCredibility: The Secret Formula to Business Success with Mitchell LevyWe're sure you've been flummoxed by some tax and accounting firms' failure to reach new potential client pools while simultaneously others experience a gushing influx of new clients. And that has got to make you wonder… what's their secret? The truth is, in today's world, your competition is global. Everyone has a camera and a microphone. You can reach any audience anywhere in the world. And if you can do it… your competition can too. So, what's the secret formula you need so your busine...
2022-08-2439 min
The ProMarketer Podcast2023 Tax Season Predictions to Consider with Andy FryeAfter what some are calling the Worst Tax Season In a Generation — but during which many other practitioners THRIVED— what is coming for the 2023 tax season? Based on our conversations with tax professionals, other accountants, industry leaders, and more ... we have some ideas. Join Pronto Tax School founder, Andy Frye, and TaxProMarketer CEO, Nate Hagerty, as they rub their 2023 Tax Season Crystal Ball and share with you the picture that is taking shape. You'll hear about... * How tax business owners can get ahead of their...
2022-08-0456 min
The ProMarketer PodcastRiding the Tax Resolution RocketshipWhile the culture war rages on (and yes, it's pretty hot today) ... there is an entirely different kind of storm on the horizon. And tax professionals are perfectly primed for it ... maybe. And we're seeing good things RIGHT NOW in the advertising data ... and we've got some thoughts on what is coming for tax resolution services. Hint: it's going to be a BIG deal. The head of Tax Resolution Academy (and longtime TaxProMarketer agency client) Dan Henn, CPA, offers his 10,000-foot perspective and how...
2022-07-151h 13
The ProMarketer PodcastAn Enduring Accounting Practice Depends on Pricing Structure with Michelle WeinsteinWith inflation in the air, it seems only natural to talk about PRICING with you. Specifically, yours. Regardless of the inflationary realities you and your clients are facing, how you price your services is one of the best things that you can be looking at right now. Recently Nate Hagerty, CEO of TaxProMarketer, hosted Michelle Weinstein (aka "The Pitch Queen") for one of his agency-clients-only office hours sessions, and she brought the house down as she coached up a few TPM clients LIVE on how they priced within their practice and th...
2022-07-011h 07
The ProMarketer PodcastFinding Passion Through All Tax Seasons with Roger KnechtThough the last three tax seasons have brought tax pros like you to your knees pleading for relief, to make it through, you've got to remember it's not about you. This is about your customers. And to serve them well in future tax seasons (and beyond), you need to find passion for what you do, something Roger Knecht of the Buiding the Premiere Accounting Firm podcast says is an imperative for moving forward in this industry. As president of the Universal Accounting Center (a multimillion accountant advising firm ranked in Inc's top 500 list for growth ra...
2022-06-2445 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 89 | How To Solve Your Staffing Issues And Increase Growth And Revenue With Nate HagertyFor an organization to grow and be successful, issues need to be addressed, and strategies must be implemented. We have a special guest, Nate Hagerty, the CEO of TaxProMarketer and AdvisorProMarketer, the nation's leading marketing agencies group serving accounting and tax practices. Before starting the agency, Nate was doing some coaching and consulting but got tired of it. Now, he is dedicated to leading his team in the tax and accounting space, developing their expertise without compromising their vision, values, and culture, given all the changes happening in our world today. This episode discusses how he manages the staffing i...
2022-06-0142 min
The ProMarketer PodcastProductivity Strategies for Working MomsWhen you're juggling soccer schedules, project deadlines, meal prep, responding to timely emails, and so on, it can be pretty overwhelming, and navigating the demands of both home and workplace can take its toll. That's why in this Office Hours we're focusing on productivity strategies for working moms (from working moms) -- and how best to support them in the workplace. Because working moms face unique challenges in the office, we want to acknowledge and discuss their struggles and provide resources to set them up for success. One way we want to...
2022-05-271h 04
The ProMarketer PodcastDecades Over Hours - One CPA's Billing Mindset with Michael GordonThe last three tax seasons have shifted a lot of tax and accounting professionals' priorities. Some are considering shifting their pricing models. Others are trying to implement new marketing strategies to get better, more ideal clients. And there is a whole contingency looking for an exit plan to leave it all behind. Wherever you're finding yourself on that spectrum, Michael Gordon (Not Your Basic Bean Counter) drops decades-worth of truth nuggets in this episode of the ProMarketer Podcast. Retired now, Micheal built a thriving CPA practice over many years and learned a thing or two ab...
2022-05-1958 min
The ProMarketer PodcastWhy You Should Include Accounting and Bookkeeping Services in Your Tax Practice with Kate JohnsonRight now, business owners are desperately searching for people they can lean into for real guidance on business matters. There's a goldmine of prospects out there, but tapping into them means offering more than just the once-a-year tax preparation service. It means becoming that back-pocket person for many aspects of their business including CFO services, accounting, tax planning, and bookkeeping. Enter Kate Josephine Johnson: MBA from the Yale School of Management, a BA in Economics from Baylor University, and recognized as a Top 50 Women in Accounting in 2020. She is the owner of Heritage Business Services, LL...
2022-04-2941 min
The ProMarketer PodcastThe Way Forward for Business Growth with Joe WoodardWith a tax code that keeps morphing and clients who demand tax return happiness at a going-out-of-business price, it's no wonder tax practitioners are burning out and running full-speed away from the industry. So, how do you navigate the rough seas of tax world, scale your business, and find joy in what you do? That's exactly what Nate Hagerty (CEO of TaxProMarketer) and Joe Woodard (CEO of Woodard) discuss in this episode of the ProMarketer Podcast. Woodard has helped over 125,000 accounting and business professionals successfully grow their pract...
2022-04-2748 minBuilding the Premier Accounting FirmEffective Online Marketing w/ Nate Hagerty"Nothing happens until you make a sale" or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn't matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let's first accept that we all experience a lack follow-through
2022-04-2049 min
The ProMarketer PodcastThe Why-Behind and How-To for Raising Prices in Your Firm with Michelle WeinsteinRaising prices is becoming standard practice in businesses across America as inflation strikes and supply chains dry up. Couple that with the growing pressure on tax and advisory professionals all around the industry in the wake of 2020. It means now, more than ever, business owners and taxpayers are turning to you for help, even as the glaring issues at the IRS make the job harder than ever. And that means you're doing more and working harder -- and your pricing structure needs to reflect that (for the sake of your longevity in the business). That's r...
2022-04-0856 min
The ProMarketer Podcast10+ Things Key to Building Your Marketing FrameworkWhen you signed up with TaxProMarketer, you were looking to build a marketing framework that would get your business visibility and get you lead generation traction. And we work hard over here at TaxProMarketer to do just that. But as Christian Jones (TPM VP), Ben Greutman (Director of Innovation), Troy Lakey (TPM COO), and Nate Hagerty (TPM CEO) share here, you've got a part to play in building that machine — and only you can do your part. So, what little things do you need to do to build that marketing framework exac...
2022-04-0542 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 82 | 5 Pillars Of Marketing To Build On For Your Accounting Firm With Nate HagertyMarketing is an oft-neglected part of many businesses, most especially the accounting sector. Enter Nate Hagerty, who heads TaxProMarketer and AdvisorProMarketer. Nate specializes in marketing for accountants and tax specialists. In this episode, Michelle Weinstein sits down for a discussion on how to effectively market your accounting firm with Nate. Nate looks at the five pillars of marketing and talks about how you can effectively leverage each pillar to increase your profitability. Tune in and learn more about marketing your accounting business. Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/
2022-02-1540 min
Seven Figure Agency Podcast with Josh NelsonIs Seven Figure Agency worth it for Established Agencies?If you already run a successful agency and you’re wondering if Seven Figure Agency would be a good fit for you at your stage in the game this video will shed some light. Nate Hagerty from TaxProMarketer (a multiple-seven figure agency) shares his experience being a part of group as an established and already successful [...]
The post Is Seven Figure Agency worth it for Established Agencies? appeared first on Seven Figure Agency.
2022-01-0606 min
The ProMarketer PodcastWhat a PTIN form change means for accountant data security with Andrew LassiseThere are a lot of reasons people trust tax pros and accountants to manage their tax situations, but probably the biggest one is they need someone they trust who can confidently tackle the complicated details of tax compliance and dealing with the IRS. But who's looking out for tax pros and accountants when the IRS makes sudden requirement changes? See, in 2019, the IRS added a question 11 to the W-12 PTIN application and renewal form, which read: "As a paid tax return preparer, I am aware of my leg...
2021-11-1249 min
The Tech Talk for Accountants ShowNate Hagerty - TaxProMarketer - Building Relationships With Prospects and Existing ClientsNate Hagerty is the CEO of TaxProMarketer, which was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing mach...
2021-10-1848 min
The ProMarketer PodcastHow One Client Used Value-Added Services To Grow His PracticeCEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 employees with over $170M assets in fee-based management. Dean's story is interesting -- from his origin story to the way he uses his tax services to grow the more lucrative financial planning side of his practice. One success point he noted was the integration of TaxProMarketer's email marketing services into his practice. He pointed out that his clients knew more about the PPP last year earlier th...
2021-07-2727 min
The ProMarketer PodcastI Love to Do Taxes, but I Have to Run the Business, TooWe love hearing successful business stories. Ann Hartz, CPA from Des Moines, Iowa, worked to grow from a solo practitioner practice with 100 clients to a thriving firm with five full-time employees and 2,000 clients. "We all go into business for what we love to do, and I love to do taxes. I really do. But I have to be the president of this business and run the business, too," Ann said about her decision to work with TaxProMarketer in the early years to help build her online presence. So h...
2021-02-0119 min
The ProMarketer PodcastCase Study: From 1 Tax Lead Per Month to 3-5 Tax Leads Per WeekMost tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get in front of those folks, they're able to explain exactly how they can do that. But the problem many firm owners face is how to get in front of the people they can help. How do you get the attention of new tax leads? The "old way" of drumming up new accounting or tax leads has become all but obsolete in our...
2020-12-2919 min
The ProMarketer PodcastLet's Grill a Top SBA LenderPPP Questions? Bring them on. Because how often do you get the opportunity to pick the brain of the CEO of the nation's leading non-bank SBA lender? On this webinar, you can. Join TaxProMarketer CEO Nate Hagerty as he interviews Chris Hurn, CEO of Fountainhead, the nation's leading non-bank SBA lender. Hurn and his executive team have collectively closed over $24.09 billion worth of projects -- including 8,200 PPP loans, totaling more than $767.05 million as of August 2020. They are specialists in the SBA 504 loan, as well as SBA 7(a) and low LTV conventional loan pro...
2020-10-301h 12
The ProMarketer PodcastTax Marketing Ideas To Grow A Multi-location Tax PracticeAnyone can slap up a Facebook page or a website and proclaim themselves an expert these days, even when it comes to tax marketing ideas. And we're getting to the point at which we're all getting expert fatigue. So instead of bringing you some flashy new guru in the space, I'm launching a new ongoing series in which we peek behind the curtains together at real experts. George Bernard Shaw once said: those who can't do, teach. And our TaxProMarketer client, Andy Frye ... he w...
2020-09-141h 00
The ProMarketer PodcastQuestions Before Starting Online Marketing with Christian JonesOne common problem that arises when working with web designers is that they get paid to create a website and once that work is complete, they're done. They don't create content for the website. So if a company engages them, it would need a lot of time to create content. They also don't do online/email marketing, yet this is an important aspect of promoting a business. The solution, therefore, would be for a business to find someone to walk them by the hand and do all that work on their behalf. Which is what N...
2020-06-2432 minThe ProMarketer PodcastBig Mistakes with Websites and Relationships with Nate HagertyIt's very frustrating when a business owner uses different marketing techniques in an effort to promote and grow their business, but these efforts bear no fruit. It is even more frustrating when business owners take it upon themselves to do the marketing instead of concentrating on their core business. In addition, many people think that having a nice looking website is enough for online marketing purposes, but in reality that is not the case. Online marketing is so much more than having a website. Therefore, it would be more economical for business owners to bring i...
2020-06-2423 minThe ProMarketer PodcastBig Mistakes with Advertising and No Pitch with Nate HagertyMany CPA/tax firms make the mistake of not focusing on using a relationship-oriented approach in their marketing efforts, throwing money blindly at online advertising, or setting very low prices. However, what they need is good strategies for advertising to prospects, new and existing clients, and cross-selling additional services without being too salesy. Nate Hagerty, the host of this show, is the CEO of TaxProMarketer, a leading marketing agency serving CPA & tax firms. He started the company in 2007 and has served thousands of firms. His team handles all kinds of services so the CPAs just ta...
2020-06-2419 minThe ProMarketer PodcastMarketing CPA/Tax Firms with Nate HagertyEvery CPA or tax firm wants to get more clients and grow. Now that things are continually moving towards the cloud or online space with mobile phone dominance everywhere, these professionals know they need to have an online presence that actually brings them ROI and not just paying for some cheap website service that doesn't bring in business. CPA & tax firms need someone to take them by the hand and do these things for them. Which is what Nate does. Nate Hagerty is the CEO of TaxProMarketer, a leading marketing agency ser...
2020-06-0916 min
Marketing For Owners - Marketing Tips You Can Use Today | Expert Interviews With Millionaire MarketersNate Hagerty Reveals the True Power of Relationships #610Nate Hagerty is the man behind TaxProMarketer where he and his team help small tax and accounting firms to form better relationships with their clients. He s been in the financial industry for 15 years, and despite being quite the expert, has never actually prepared a tax return in his life. What he does know about ... The post Nate Hagerty Reveals the True Power of Relationships #610 appeared first on Marketing For Owners.
2017-03-3140 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsPart 2: How to Market Your Firm w/ Nate Hagerty A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry. His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a v...
2014-12-0220 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Market Your Firm. Nate Hagerty Interview A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry. His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a v...
2014-12-0225 min