DiscoverIntentional Learning: Accounting CPE PodcastPost-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love
Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love

Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love

Update: 2025-05-08
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Earn CPE for this Episode here: Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love

Inaugural Episode (1 Free CPE): Revisiting Enron


Episode Description

Christian Jones, CEO of TaxProMarketer, joins Liz Briggson for a post-tax season conversation that shifts the focus from burnout recovery to business renewal. Together, they explore how accounting and tax professionals can use reflection to clarify who their ideal clients are, design marketing strategies that speak directly to them, and optimize digital tools to build a firm they’re proud of. From client avatar development to website strategy and follow-up communication, this episode provides actionable insight for firms that want to attract high-value clients, improve marketing outcomes, and grow with intention.

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Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love

Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love

Encoursa LLC