The ProMarketer Podcast

The 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 time and it'll work better." "The firms that win next year are the ones building their systems right now." "If you're not on page one of Google, you're invisible." Average cost per lead from Google Ads: $50-$100 for accounting/bookkeeping, with 12% conversion rates from clicks to leads "Ranking for free on Google to be the top option on page one does take time. Ads at a minimum is like a stop gap for those that are kind of waiting until their organic ranking gets established." "Your website should not just be a digital business card—it needs to be a client-converting tool." Email marketing keeps you "front and center for 285 people on a weekly basis" (based on 500-person list with 57% open rates) "Marketing takes time to work, and you can't get time back." "Most firms wait until January to think about marketing. Then they wonder why leads dry up, clients disappear, and every tax season feels like starting from scratch." Google Ads budget recommendation: ~$1,000/month for well-developed campaigns that produce results "Ads is the fastest way to get new leads moving into 2026 or even before." Follow-up systems capture "opportunities most firms lose" "You need to be in control of your pipeline—not held hostage by referrals or seasonal swings."  

If 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.

You 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.  

CPAs, accounting professionals, and tax practitioners across the country have been BURNED by PPC and Google Ads. Many of them are completely convinced that pay-per-click marketing simply can't or won't drive a return on investment (ROI).     NOW, before you say, "PPC Does Not Work," I want to encourage you to invest an hour of your time learning about the latest changes in Google Ads and paid search. Discover how PPC can actually be the key to almost unlimited scalability in terms of lead flow for your CPA and tax practice.     Even if you have invested thousands of dollars in PPC in the past and have gotten no return, we can assure you with the right strategy and setup (which we will be showing you on the podcast), you can get a great 3-7x ROI via paid search.   Recognize how the Google Ads engine works. You have to understand how the AdWords auction process works if you intend to succeed with paid search—quality and relevance are the answer Determine the secrets to maximizing quality score to drive lower cost per click and ultimately lower cost per lead Give examples that you can swipe and deploy. We will share our proven winners as it relates to keywords, ad groups, text ads, and landing pages Define KPIs and how to track them. You should not invest a penny into AdWords or any other form of paid search without the proper tracking in place to gauge your cost per lead   Go here for your free online analysis: www.taxproleads.com

The digital marketing game has changed, and for CPAs and accounting firms, the stakes are higher than ever. So, how do you cut through all the noise, grab the attention of your best prospects, and actually start winning online? In this hands-on demo, our presenters will dive into the seven core areas of digital marketing that give firms a real-world advantage. You'll see exactly how to make your Google Business Profile work overtime, build a website that turns visitors into clients, and set up a follow-up system that keeps prospects engaged. By the end of this session, you'll have a clear roadmap to boost your online presence, attract high-quality leads, and build client relationships that last! Don't miss this chance to learn the proven strategies that will keep your firm thriving.   Identify how to turn your Google Business Profile into a lead magnet that attracts clients in your area and leaves competitors scrambling to keep up Evaluate the secret sauce for a website that doesn't just look good but turns visitors into eager clients by tackling their biggest tax and accounting pain points Recognize how to make email marketing your hidden superpower with simple, personal touches that keep clients coming back (and re-engage them when things get busy) Evaluate how to put your social media on autopilot and still show up consistently in your clients' feeds, so your firm stays top-of-mind without the daily grind Identify how to use smart ad strategies and automated follow-ups to fill your calendar with prospects ready to act—without the endless chase for leads   Go here for your free online analysis: www.taxproleads.com

Ever wonder what sets the fastest-growing tax pros apart from the rest?   In this episode of the ProMarketer Podcast, our CEO Christian Jones chats with Insightful Accountant's Gary DeHart to unpack exactly that. They dive into the strategies and mindset shifts that the best accounting firms are using to grow — from positioning to pricing to building lasting client relationships.    Listen in for real insight into:   What the best accounting firms are doing that others AREN'T   How to build confidence in your value — even if you're not a CPA   Why you're probably undercharging your clients   Gary DeHart is the Publisher of Insightful Accountant — a go-to resource for tax and accounting pros who want to stay sharp, grow their firms, and stay ahead of the tech curve. With decades in industry media, Gary knows what firms need to thrive. His BeInsightful membership takes it further — offering real-world, "how-to" training to help ProAdvisors run the best accounting firms in a changing industry.  

The 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 for your practice   How to position your firm as an advocate when the IRS can't (or won't) help   What automation means for audits, collections, and client representation   How to future-proof your services as the IRS shifts to AI and digital tools   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 want to lead your firm with confidence amidst the current challenges in the tax industry, you'll want to check this out: https://prontotaxschool.com/   Andy's team has a new tax update course, which will be released on July 1 this year you'll want to check out.

Navigating today's social media landscape for your tax and accounting business isn't easy. But with the right approach, you can use social media to build your brand AND build authentic connections with your clients. Because better social media marketing doesn't (necessarily) mean you have to dance on TikTok.   It just means you have to find the simple strategies that work and use them consistently.    Vice President of Marketing, Jodi Schipper, and Director of Marketing, Jennifer Sarver, discuss how to create an effective social media presence for your business. 

Getting 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 securing more clients for your firm. 

Yes, the IRS makes your job hard. But knowing the ins and outs of IRS processes can actually make your firm more profitable AND sustainable. Business owners and taxpayers need help with tax representation. If you don't know how to resolve their case, you're leaving money on the table. Because what you're really resolving is STRESS – and your clients are willing to pay big for that.    In this episode, Dan Henn of Tax Resolution Academy joins ProMarketer Podcast host Christian Jones to talk about why tax representation services are key to growing your firm (without being chained to a desk).    Dan Henn teaches tax firm owners how to confidently take on IRS Exam and IRS Collection cases, with over three decades of expertise as an entrepreneur, tax education speaker, and author. His Fast Start Bootcamp offers 16 hours of CPE with the tools and resources you need to make tax resolution a powerful revenue generator for your firm.   Resources   https://taxresolutionacademy.com/   Fast Start Bootcamp: https://www.faststartbootcamp.com/fsbc-2025

You 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 wasting your money, you'll need to know how NOT to run an ad campaign. In this new ProMarketer podcast, TaxProMarketer CEO Christian Jones and Ads Manager Vlad Antonoski show the power of digital advertising for your firm, and how to avoid the mistakes that could cost you.

As 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.   Former accountant, now entrepreneur, Adam is the founder of his own CFO Advisory Firm. His experiences there mean he knows that business owners make decisions based on gut feeling. That's why he shows them how to read between the lines of their financial reports — so they can make informed decisions that keep them in the black and move the profit needle higher. He now runs a mentorship program called the CFO Project, to show accountants how to grow their practices with business advisory services.   Resources https://thecfoproject.com/192000-training https://thecfoproject.com  

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.   

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.

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…

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.

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.

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: AnthonyMauriello@MyTaxFella.Com

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.

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