Marketing for TAX Firms

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Marketing for Accounting Firms

Matt Banker

38 episodes

1 week ago

Conversations about marketing for accounting firms.

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Conversations about marketing for accounting firms.

Hosted on Acast. See acast.com/privacy for more information.

Marketing for TAX Firms

Marketing for Accounting Firms

33 minutes 53 seconds

1 year ago

Marketing for TAX Firms

In this insightful episode, Jackie Meyer, founder of TaxPlanIQ and Certified Concierge Accountant, and Matt delve into strategies for growing accounting firms amidst a competitive landscape and a shortage of clients. Jackie shares valuable insights on setting boundaries, creating demand through waitlists, and offering clear pricing packages. Matt emphasizes the importance of client relationships and effective messaging in attracting and retaining clients. Together, they explore the benefits of automation and software solutions like TaxPlanIQ in streamlining tax advisory processes. Don't miss out on this episode packed with actionable tips for accounting firm owners looking to thrive in today's market.

Jackie's Links: TaxPlanIQ | Certified Concierge Accountant

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