Marketing for Accounting Firms

College football co-captains Greg O'Brien and John Malone share how they grew Anomaly CPA to 35+ team members—fully remote from day one. From fixed-price pivots and CTTC training to serving venture-backed AI/SaaS founders, they break down EOS visionary/integrator roles, ClickUp workflows, Gen Z client expectations (8-hour SLAs, no portals), and daily short-form video grinding organic growth. Nimble, tech-forward blueprint for modern firms. Hosted on Acast. See acast.com/privacy for more information.

Jaimie Nichols left the red pencil and paper world of old-school accounting to build a solo CPA firm on her own terms. We discuss the transition from employee to owner, the reality of running a lifestyle business with a toddler, and why Jaimie’s name kept coming up as a must-have guest. We also dive into the power of Tax Twitter, where Jaimie’s transparency about the flaws of public accounting built an audience that provided 70% of her client base on day one. If you’re curious about lean tech stacks, the struggle of pricing tax strategy, or why the best training still happens in an office, this conversation is an honest look at the modern practitioner's journey. Hosted on Acast. See acast.com/privacy for more information.

Isaac Smith built a bookkeeping firm for ecommerce, then pivoted to helping accounting firms hire in the Philippines. We dig into founder–business fit, why careers pages should read like sales pages, and how to “sell the opportunity, not the job.” We also spar on AI and writing: use it to amplify thinking, not outsource it, with a simple walk–dictate–refine workflow any firm owner can use to ship a better newsletter. If hiring, culture, and content are on your mind, this one’s practical and punchy. Hosted on Acast. See acast.com/privacy for more information.

From family firm to a 35-person, fully virtual team, Mike shares how YBL scaled by delegating aggressively, documenting SOPs, and hiring that first game-changing admin. We get into rebranding to attract right-fit clients, paid discovery to qualify leads, EOS and 10x goals, and the tech stack powering it all (Karbon, Keeper, Notion, QBO). We also talk AI as a force-multiplier, community-driven growth, and balancing automation with a human-first client experience. If you’re ready to professionalize your ops and grow on purpose, this one’s a blueprint. Hosted on Acast. See acast.com/privacy for more information.

Hire sales before you feel ready. In this episode, Matt Patrick and Shelby Betts pull back the curtain on building a sales team inside an accounting firm: why clients don’t need an accountant to say yes, the simple math to justify the role, and the non-negotiables before you hire.We dig into defining your box, comp plans that are coin-operated and simple, and why you should never throttle sales when capacity gets tight. We also get tactical: marketing should feed 30–50 percent at best, hunters must build pipeline, the must-have tech stack, and the weekly cadence that drives first-time appointments.If you’re an owner or in-house marketer tired of carrying every sales call, this is your playbook to attract, qualify, and close better-fit clients. Hosted on Acast. See acast.com/privacy for more information.