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The MediaBooks Podcast
Kristen Corey
265 episodes
1 week ago

The MediaBooks Podcast is the only place on the internet where creative accounting isn’t a bad thing.

In this podcast we discuss how accounting firms can adopt creative marketing, branding, web design, and media strategies to grow their firm.

To learn more about MediaBooks, visit:
MediaBooksAgency.com

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Marketing
Business
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All content for The MediaBooks Podcast is the property of Kristen Corey and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The MediaBooks Podcast is the only place on the internet where creative accounting isn’t a bad thing.

In this podcast we discuss how accounting firms can adopt creative marketing, branding, web design, and media strategies to grow their firm.

To learn more about MediaBooks, visit:
MediaBooksAgency.com

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Marketing
Business
Episodes (20/265)
The MediaBooks Podcast
Episode 264: 3 Things You Should Consider Before You Hire A Creative

Description:In this episode of the MediaBooks Podcast, host Kristen Corey breaks down the three key things you should consider before hiring a creative, whether that’s a website designer, marketing professional, or branding expert. As accountants and bookkeepers, it’s easy to feel overwhelmed by flashy pitches or high-priced offers. Kristen shares how to make smart, confident decisions so your investment in marketing for accounting firms delivers real value.---Key Takeaways1 - Know your goals before hiring a creative so you don’t waste time or money.

2 - Evaluate their process to make sure it’s transparent and aligned with your needs.

3 - Focus on value, not hype — the right creative will help you grow without the gimmicks.---Timestamps

0:00 – The Client Story & Creative Block

0:27 – Welcome & Episode Intro

1:30 – Why This Topic Matters

3:00 – The Problem in the Creative Industry

5:00 – Consideration #1: Define Your Goals

7:00 – Consideration #2: Evaluate Their Process

10:00 – Consideration #3: Focus on Value

13:30 – Closing Thoughts---Relevant Links* MediaBooks Website: https://www.mediabooksagency.com* LinkedIn: https://www.linkedin.com/in/kristen-corey/* Instagram: https://www.instagram.com/mediabooksagency* Facebook: https://www.facebook.com/kristen.corey.MB/* YouTube: https://www.youtube.com/@mediabooksagency

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1 month ago
15 minutes 54 seconds

The MediaBooks Podcast
BONUS EP: What You Should Know Before Going to a Conference

Episode Description:

In this episode of The MediaBooks Podcast, Kristen Corey shares her fresh, behind-the-scenes take on Scaling New Heights 2025—recorded right from her hotel room after breaking down her booth. She dives into what worked, what surprised her, and why conferences aren’t just about leads—they’re about partnerships, networking, and building real relationships. If you’re an accountant or sponsor considering attending a conference, you’ll find actionable tips, firsthand lessons, and a candid look at what makes Scaling New Heights unique.


Key Takeaways:

1. Partnerships often lead to more clients than direct leads—don’t underestimate networking with other vendors.

2. Arrive a day early to settle in, explore the venue, and avoid feeling rushed before setup.

3. Scaling New Heights is highly organized, with set vendor hours that help attendees focus on either sessions or networking without FOMO.

4. Face-to-face conversations with decision-makers are invaluable, especially if you want to build strategic partnerships.

5. Plan your swag carefully—many sponsors overestimate quantities (Kristen learned this the hard way with leftover gum!).


Timestamps:

00:00 – 00:30 | Partnerships Over Leads – Why great collaborations often lead to better opportunities than direct conference leads.

00:30 – 01:06 | Welcome to the Media Books Podcast – Kristen introduces the episode and sets the stage for her conference review.

01:06 – 02:36 | First Impressions & Prep Work – What it was like preparing as a sponsor, from webinars to checklists.

02:36 – 04:20 | Arriving at the Conference – Lessons learned about when to arrive and why showing up early matters.

04:20 – 06:23 | Venue & Location Highlights – Marriott World Orlando Resort perks, Disney Springs dining, and why the location is great for families.

06:23 – 07:48 | Conference Organization – Structured vendor hours, session schedules, and attendee flow.

07:48 – 10:22 | Networking & Partnerships – The value of connecting with vendors, unexpected elevator conversations, and why in-person chats beat emails.

10:22 – 11:05 | Non-Linear Path to Clients – Why partnerships can be a hidden pipeline for new business.

11:05 – 12:19 | Overall Conference Experience – The fast-paced week, inspiring sessions, and vendor interactions.

12:19 – 14:11 | Community & Networking Opportunities – Lanyard badges, first-time attendee pins, and building meaningful relationships.

14:11 – 15:06 | Final Thoughts & Future Content – Kristen shares her plans for more conference tips and invites questions.

15:23 – 16:00 | Media Books Services – Quick breakdown of Media Books’ web design, audit, and advisory services.


Relevant Links:

Work with MediaBooks: https://www.mediabooksagency.com/

Follow Kristen on LinkedIn: https://www.linkedin.com/in/kristen-corey/---

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3 months ago
16 minutes 17 seconds

The MediaBooks Podcast
Episode 263: How I Market with Yuri Kapilovich #TheFunCPA

Description:In this episode of the MediaBooks Podcast, I chat with Yuri Kapilovich, also known as The Fun CPA. Yuri shares his journey from running a New Jersey-based accounting firm to becoming a social media advocate for making accounting fun, approachable, and sustainable. We dive into his new mentorship initiative, Mentors Count, and discuss how accountants can grow their careers through community, soft skills, and meaningful engagement with the profession.


🗝️ Key Takeaways:

1. Mentorship changes careers – building relationships with experienced professionals helps accountants grow faster and avoid burnout.

2. The accounting profession needs better soft skills training – technical skills get you hired, but communication and leadership keep you moving forward.

3. Accountants should embrace community and fun – building relationships and enjoying your work keeps you motivated and attracts great talent.


🔗 Relevant Links:

Connect with Yuri on LinkedIn: https://www.linkedin.com/in/ykapilovich/

Follow The Fun CPA on Instagram: https://www.instagram.com/thefun_cpa/

Check out Mentors Count: https://mentorscount.com/


⏰ Timestamps

0:00:09 – Introduction & Meet Yuri Kapilovich

0:01:36 – Yuri’s Journey Into Accounting & Mentorship

0:03:04 – Running a Firm & Balancing Life

0:04:29 – Getting First Clients & Unique Marketing Opportunities

0:05:54 – The Helicopter Event Story

0:07:12 – Taking Risks in Marketing Your Firm

0:08:39 – Setting Up His First Booth

0:10:12 – Networking & Building Relationships at Events

0:11:39 – The Power of Brand Awareness

0:12:57 – Mentorship, Soft Skills, and the Future of Accounting

0:14:22 – Social Media’s Role in Accounting

0:15:41 – Growing a Personal Brand as an Accountant

0:17:02 – Advice for New Accountants Entering the Profession

0:18:30 – Creating a Fun & Engaging Firm Culture

0:19:55 – The Importance of Work-Life Balance

0:21:18 – Mentors Count: Building a Mentorship Community

0:22:44 – Developing Soft Skills for Career Growth

0:24:10 – Long-Term Vision for the Accounting Profession

0:25:40 – How to Find the Right Mentor

0:27:03 – Final Thoughts & Where to Connect with Yuri

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3 months ago
28 minutes 26 seconds

The MediaBooks Podcast
Episode 262: Pricing Psychology & Proposals That Close with Irene Seelig

Description:In this episode of the MediaBooks Podcast, Kristen Corey sits down with Irene Seelig, CEO and Co-founder of Account Groove, to talk all things pricing strategy, proposals, and client onboarding for accounting firms. Irene shares how pricing psychology can help you land more premium clients, why most firms undercharge, and how to structure your proposals to speak directly to your audience. Whether you're building out your service packages or fine-tuning your consultation process, this episode is packed with tactical advice.🗝 3 Key Takeaways:- Using three-tier pricing and price anchoring can dramatically boost your close rate.- A well-timed proposal call right after discovery prevents ghosting and increases conversions.- Your proposal tiers should build on each other—not compete—so clients naturally upgrade.🔗 Resources Mentioned:- Account Groove: https://accountgroove.com- Connect with Irene Seelig on LinkedIn: https://www.linkedin.com/in/irene-seelig/- Price Objection Response Template: https://accountgroove.com/price-objections- MediaBooks Website: www.mediabooksagency.com⏱ Timestamps:00:00 – Intro02:00 – Irene’s background and transition into pricing03:00 – Why client onboarding needs automation04:00 – How Account Groove was born06:00 – Why accounting firms are shifting to advisory services07:00 – Listing prices on your website: yes or no?09:00 – How price anchoring nudges clients toward premium packages13:00 – Visual pricing placement and design psychology15:00 – Why accountants are still undercharging18:00 – Ideal proposal call timing after discovery21:00 – The #1 mistake firms make with three-tier pricing24:00 – How to handle price objections without discounting27:00 – What to track to know if your pricing is working30:00 – Why pricing should be reviewed like your website32:00 – Account Groove’s built-in pricing strategy tools33:00 – Final thoughts and how to connect

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4 months ago
34 minutes 27 seconds

The MediaBooks Podcast
Episode 261: This Burnout Is Bananas: How Business Models Burn Great People Out With Ashley Carroll

Description:In this episode of The MediaBooks Podcast, Kristen sits down with Ashley Carroll, founder of Operations House and a fractional COO for accounting and creative service firms. Ashley shares her inspiring journey from growing up below the poverty line to becoming a COO and building 40% margin service firms that prioritize both people and profit. She opens up about what operations really means, how burnout is often a business model issue, and the exact steps she takes to bring calm to the chaos.

If you’ve ever felt like your systems are crumbling right when your business is growing—this one’s for you.


✨ What You’ll Learn:

- Ashley’s unconventional journey from nonprofit accountant to COO (08:32)

- Why operations is more than just zaps and SOPs—it’s your firm’s culture (40:03)

- Her “Founder Reset” method to help overwhelmed owners reclaim their time (52:12)

- Getting team buy-in for operational changes without pushback (01:09:45)

- Why burnout isn’t your fault—and how operations can fix it (01:20:16)

- Building human-first firms in a high-demand industry (01:35:50)


🔗 Resources & Links Mentioned:

💻 Operations House:

https://operations.house/


🎁 Free Burnout Recovery Kit:

https://operations.house/recovery-kit?utm_source=mediabooks&utm_medium=podcast&utm_campaign=burnout_recovery_2025


🔄 Three-Week Founder Reset:

https://operations.house/the-founder-reset?utm_source=mediabooks&utm_medium=podcast&utm_campaign=founder_reset_2025


🤝 Connect with Ashley on LinkedIn:

https://www.linkedin.com/in/ashleykcarroll/

📚 Book Mentioned: The 12 Week Year by Brian P. Moran:

https://www.amazon.com/s?k=the+12+week+year+by+brian+p+moran&hvadid=694243191293&hvdev=c&hvexpln=67&hvlocphy=9030693&hvnetw=g&hvocijid=15373525053237492171--&hvqmt=e&hvrand=15373525053237492171&hvtargid=kwd-443426484431&hydadcr=15543_13657471&mcid=1552963dd6eb341f91b13301ceb19280&tag=googhydr-20&ref=pd_sl_3ksudr83fw_e_p67

🎙️ Learn more about MediaBooks Agency:

https://www.mediabooksagency.com/

🕒 Timestamps:

00:00 – Intro to Ashley Carroll

04:33 – From accounting to entrepreneurship

12:45 – Discovering her operational superpower

20:18 – How one payment system change reduced late payments by 78%

26:11 – What is “operations,” really?

40:03 – Operations as communication glue

52:12 – What a Founder Reset actually looks like

01:09:45 – Getting team buy-in when they’re already overloaded

01:20:16 – Why burnout is a business model flaw

01:35:50 – Tech, AI & why automations are only part of the story

01:41:20 – Ashley’s parting advice and offers


📢 Like what you heard?

Subscribe to The MediaBooks Podcast for more conversations at the intersection of accounting and marketing. And don't forget to leave a review!

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4 months ago
42 minutes 11 seconds

The MediaBooks Podcast
Episode 260: How I Market with Eryn

Episode Overview

In this episode, Kristen interviews Erin Schultz, founder of Her Personal Finance, about building a successful niche business serving women in medicine, tech, and law. Erin shares her journey from Harvard Business School graduate to personal finance educator and financial planner, discussing how she built an audience on social media and the power of niching down.


Guest Bio

Erin Schultz is the founder of Her Personal Finance (founded in 2015). She's a Harvard Business School graduate who specializes in helping physicians and research scientists balance student loan payments with retirement savings. Her online classes are offered in partnership with Mass General Hospital, and she has helped hundreds of clients navigate hospital benefits and financial planning.


Timestamps

[00:00] Introduction to Erin Schultz

[01:15] Erin's Journey from Harvard to Personal Finance

[03:54] Building a Social Media Presence

[04:58] Engaging with Content and Community

[08:19] The Importance of Niching Down

[10:33] Personal Stories and Professional Connections

[19:31] Adapting Content for Different Platforms

[22:34] Resources and Final Thoughts


Key Takeaways

1. Niche down ruthlessly - Erin's focus on women in specific high-earning professions allows her to become a true expert

2. Personal stories drive engagement - Educational content performs worse than personal narratives

3. Be approachable, not traditional - Standing out from "dusty old guys from Fidelity"

4. Repurpose content strategically - Same story, different formats for different platforms

5. Address real pain points - Fertility costs, childcare planning, student loans


Connect with Erin

- Instagram: [@herpersonalfinance](https://instagram.com/herpersonalfinance)

- LinkedIn: [Erin Schultz](https://linkedin.com/in/erinschultz)

- Website: [herpersonalfinance.com](http://herpersonalfinance.com)

- Bimonthly newsletter covering topics like car payments, 401(k)s, and student loans

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5 months ago
24 minutes 25 seconds

The MediaBooks Podcast
Episode 259: Conferences, Courses, and Please have an answer to this question

Solo episode with Kristen Corey! 🎙️ Behind-the-scenes updates from MediaBooks including the Marketing Academy launch, conference season prep, and the one question every accountant should master.


What You'll Learn:

✅ Why you should announce your course BEFORE it's finished

✅ Unexpected SEO hack from hosting courses on your website

✅ Conference networking strategies (including llama avatars!)

✅ How to confidently answer "What makes you unique?"


Timestamps:

0:00 - Introduction

2:30 - Marketing Academy launch story

8:45 - Course creation strategy

11:20 - SEO benefits discovery

14:15 - Conference season tips

20:45 - Scaling New Heights prep

28:40 - Hiring lesson learned

35:20 - Your unique value proposition

42:15 - Media Books services


Links:

📧 mediabooksagency.com

📱 Follow @mediabooksagency on Instagram for Scaling New Heights updates

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5 months ago
23 minutes 31 seconds

The MediaBooks Podcast
Episode 258: Maximize Every Lead from Your Website with Jamie Gruol

Join us for an in-depth conversation about how artificial intelligence is transforming the accounting profession while exploring the balance between automation and professional judgment. Our guest expert discusses how modern accounting firms can leverage AI technology while maintaining compliance and delivering high-value advisory services.

  • How AI is revolutionizing tax preparation, audit procedures, and financial reporting
  • Balancing automated processes with professional skepticism and judgment
  • Regulatory compliance considerations when implementing AI tools
  • Practical implementation strategies for accounting firms of all sizes


TIMESTAMPS

00:00 - Introduction and accounting technology overview05:32 - The current state of AI in financial services12:47 - How AI is changing traditional accounting workflows18:25 - Finding balance between automation and professional judgment26:10 - Regulatory and compliance considerations for AI in accounting34:56 - Practical AI implementation tips for accounting professionals43:18 - The future of client advisory services in an AI-enhanced practice52:04 - Q&A on accounting technology adoption58:37 - Final thoughts and actionable recommendations


KEY LINKS

  • Workflows for Tax Pros Website
  • Freebie Link - Website Conversion System


*Links mentioned in the podcast and in the description may be affiliate links and result in compensation towards MediaBooks.

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6 months ago
47 minutes 51 seconds

The MediaBooks Podcast
Episode 257: How I Market with Misa Bacon

Join us as Misa Bacon, founder of Perfectly Kept Books, shares her unique marketing journey and strategies for accountants and bookkeepers!🔗 Connect with Misa:- Website: https://perfectlykeptbooks.com- Instagram: @PerfectlyKeptBooks- Facebook: @PerfectlyKeptBooksTimestamps:0:00 - Intro and Background3:45 - Starting Her Business Journey7:12 - First Client and Marketing Challenges12:30 - Social Media and Marketing Approach18:20 - Pinterest Strategy24:05 - Blogging and Email Marketing32:15 - Working with a Copywriter38:40 - Podcast Guesting and Networking45:50 - Key Marketing Advice for Accountants#AccountingMarketing #BusinessTips #Entrepreneurship🎧 Hosted by the MediaBooks Podcast

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7 months ago
45 minutes 25 seconds

The MediaBooks Podcast
Episode 256: Branding with Jamie Engelhardt

Branding Secrets for Accountants: Authenticity, Trust, and Marketing StrategiesIn this insightful episode of the MediaBooks Podcast, host Kristen Corey sits down with Jamie Engelhardt, a brand strategist specializing in the accounting industry, to unpack the nuances of personal branding, marketing, and building genuine client relationships.Key Topics:- Defining brand strategy beyond logos and colors- How to communicate authentically across different platforms- Avoiding salesy marketing tactics- Building trust in the accounting industry- Navigating social media platforms strategicallyTimestamps:- 00:00 - Introduction- 05:30 - What is branding really about?- 12:45 - Tone and communication strategies- 20:15 - Avoiding salesy marketing- 30:00 - Platform strategies (including TikTok challenges)- 40:20 - Super Bowl ad strategies and marketing insights- 45:50 - Closing thoughts and how to connect with JamieConnect with the Guest, Jamie:- LinkedIn: https://www.linkedin.com/in/jamie-engelhardt-671250115/- Website: https://wildampersand.com/A must-listen for accountants and small business owners looking to develop an authentic, relationship-driven marketing approach!

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8 months ago
50 minutes 27 seconds

The MediaBooks Podcast
Episode 255: How I Market, Josie Parr

How I Market provides accountants with connection to successful accounting firm owners. When you see what other accounting firm owners have done to find success themselves, you can begin to create a plan that works for your business. This episode features Josie Parr, CPA, MST. Josie is a tax expert and strategist with over 20 years of experience. She began her career at a Top 100 Firm, working with businesses generating millions of dollars in revenue, refining her skills in tax strategy. She discovered a passion for helping service-based businesses increase cash flow and profitability through strategic tax planning. In 2019 she founded Josie Parr CPA LLC, a niche practice focused on tax strategy for coaches and consultants. In her first year, she tripled her revenue goals and reduced her work hours to a part-time schedule, all while working in the area she loves: tax strategy for small business owners. She is also the founder of Solo Tax Coach and the Profitable Lifestyle firm summit where she aims to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success. Join her monthly membership for solo and small tax firm owners, The Tax Pro Society. Join here: https://www.gokollab.com/tax-pro-society-twjfq0/private-group


YouTube Video: https://youtu.be/dXyLEVY068s

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9 months ago
31 minutes 49 seconds

The MediaBooks Podcast
Episode 254: I'm Back.

📢 Welcome back to the MediaBooks Podcast! In this episode, I'm sharing updates about my journey through 2024 and exciting plans for 2025. From international moves to growing a business with two under two, let's catch up! TIMESTAMPS: 0:00 - Welcome & Introduction 1:45 - Life Updates: New Baby & Moving from Japan 4:30 - Settling into New Mexico & Childcare Adventures 7:15 - Running a Business with Two Under Two 9:20 - Why I Took a Break from Podcasting 11:35 - Plans for 2025: Conference Attendance 14:50 - Changes to the Podcast Format & Guest Features 17:30 - Shifting Focus to YouTube Content 19:15 - New "How I Market" Series Introduction 21:45 - Special Preview: Josie Par Episode 23:00 - How to Connect & Newsletter Information 🔗 Connect with Media Books: Website: https://www.mediabooksagency.com/ Instagram: https://www.instagram.com/mediabooksagency LinkedIn: https://www.linkedin.com/in/kristen-corey/ Facebook: https://www.facebook.com/kristen.corey.MB/ #AccountingMarketing #SmallBusiness #Entrepreneurship #MediaBooks #AccountingFirm #BusinessGrowth

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10 months ago
23 minutes 57 seconds

The MediaBooks Podcast
Episode 253: Website Accessibility Lawsuits on the Rise, Here is What You Need to Know

In this episode of the MediaBooks Podcast, host Kristen introduces a free, easy-to-use website audit tool specifically useful for bookkeepers and accountants. She explains how investing just an afternoon in using this tool can help ensure that your website meets essential accessibility requirements laid out in the update to the Americans with Disabilities Act (WCAG). This proactive approach will not only improve your online presence but also boost your confidence when faced with potential issues or updates in the digital landscape. 



AccessiBe: https://accessibe.com/a/aiyu0yt


Tax Credit Explanation: https://accessibe.com/blog/news/ada-tax-credit



MediaBooks Website: www.mediabooksagency.com

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1 year ago
16 minutes 50 seconds

The MediaBooks Podcast
Episode 252: Why Your Social Media Isn't Bringing In Any Clients

This week on the MediaBooks Podcast, Kristen discusses why social media may not be effectively bringing in clients. She emphasizes two key points: the necessity of early and continuous marketing, and the importance of consistency in relationship-building with potential clients. Trust and connection take time to develop, and sporadic posting can hinder the process.


Give Zencastr a try for your podcast or long-form content recording: https://zencastr.com/?via=mediabooksagency


Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3


*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com



00:00 Episode Teaser

00:29 MediaBooks Intro

01:14 Why Your Social Media Isn't Bringing in Clients

05:05 The Importance of Timing in Marketing

05:38 Building Trust Through Consistent Content

05:54 Consistency is Key to Building Relationships

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1 year ago
13 minutes 28 seconds

The MediaBooks Podcast
Episode 251: 4 Social Media Myths Preventing You From Selling

In this episode of the MediaBooks podcast, Kristen debunks four common social media myths that may be hindering your ability to sell effectively. The discussion covers the fallacy that a high follower count is essential for success, emphasizes the importance of quality and consistent posting over sheer quantity, and challenges the notion that social media efforts are futile if leads aren't immediately contacting you. The episode also highlights the value of creativity and taking risks in marketing strategies. Listeners will gain insights into building genuine relationships and creating unique and effective social media strategies to enhance their business growth.



Give Zencastr a try for your podcast or long-form content recording: https://zencastr.com/?via=mediabooksagency


Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3


*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com



00:00 Intro Teaser

01:29 Introduction to Social Media Myths

01:56 Myth 1: The Number of Followers Matter

07:05 Myth 2: You Have to Post Daily

08:39 Myth 3: Leads Must Contact You on Social Media

11:28 Myth 4: You Must Follow Specific Rules to Succeed

14:03 Conclusion and Final Thoughts

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1 year ago
16 minutes 52 seconds

The MediaBooks Podcast
Episode 250: My Marketing Strategy Refresh

This week on the MediaBooks Podcast, Kristen discusses refreshing her marketing strategy to adapt to significant life changes and evolving market conditions. The episode highlights the necessity of keeping marketing strategies dynamic and adjusting them as both the business and marketing landscape change. 


This week’s headline is an article from Marketing Week about the rising need for disclaimers on AI-generated content. Kristen shares insights from marketing expert Neil Patel on optimal social media posting strategies. 


The conversation also covers the impact of AI on content creation, the shift towards more authentic content on platforms like Instagram, and the importance of SEO-driven video content. Kristen outlines specific changes to their marketing plan, including a bi-weekly podcast schedule, increased focus on YouTube, personal content on Instagram, and exploratory efforts on Pinterest and Facebook. The episode underscores the value of staying ahead of trends and integrating multiple content platforms into a cohesive strategy.



Headline Link: 

https://www.marketingweek.com/ritson-ai-generated-content-warnings/


*Give Zencastr a try for your podcast or long-form content recording: https://zencastr.com/?via=mediabooksagency


*Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3


*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com

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1 year ago
28 minutes 6 seconds

The MediaBooks Podcast
Episode 249: Empowering Financial Professionals (w/Fractional CFO Charles Leikauf)

In this episode of the MediaBooks Podcast, Kristen welcomes Charles Leikauf, a seasoned corporate finance expert turned fractional CFO. Charles shares his journey from corporate finance to achieving financial freedom through offering fractional CFO services. He explains the ins and outs of what CFO services entail, the flexibility and freedom they offer, and provides practical advice for accountants and bookkeepers considering expanding into this space. Charles discusses pricing strategies, the importance of niche specialization, and how to effectively market and sell CFO services. He also touches on the value of building confidence through experience and leveraging a network of referral partners. The episode wraps up with insights on showcasing CFO services on a website and best practices for effective client communication.


You can find Charles on Instagram @ProfitSurgeGroup

www.instagram.com/profitsurgegroup


Charles’ site:

www.profitsurgegroup.com/call


Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3

*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com


00:00 MediaBooks Podcast Intro

01:10 Introduction and Guest Introduction

02:05 Defining CFO Services

04:05 Who Can Offer CFO Services?

07:41 Building a Fractional CFO Firm

09:46 Handling Client Requests and Boundaries

14:23 Building Confidence and Experience

16:55 Overcoming Intimidation in CFO Services

17:11 Showcasing CFO Services on Your Website

17:51 Addressing Client Pain Points

23:01 Effective Sales Strategies

25:31 The Debate on Listing Prices

30:21 Pricing Strategies for CFO Services

32:30 Conclusion and Contact Information

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1 year ago
34 minutes 53 seconds

The MediaBooks Podcast
Episode 248: Here is How I Know You DIY’d Your Website

In this episode of the MediaBooks Podcast, Kristen discusses the common pitfalls of do-it-yourself (DIY) websites and provides practical advice on how to improve them. The episode highlights three major issues with DIY websites: creating a bad user experience, diminishing perceived business value, and losing potential sales and partnerships. Specific problems such as outdated information, slow loading times, overlooked details, overused stock photos, and non-functional buttons are analyzed. Listeners are guided on how to fix these issues to enhance their website’s performance and user experience, ensuring that their business is represented in the best possible light.


Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3

*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com


00:00 Welcome to the Media Books Podcast!

00:03 Intro: The Telltale Signs You DIYed Your Website

01:51 Life Updates and Background Noise Disclaimer

02:48 Common DIY Website Mistakes and How to Fix Them

03:24 Creating a Bad User Experience: What Not to Do

09:15 Diminishing Your Business's Perceived Value

13:40 The Critical Importance of Functional Website Buttons

17:09 Final Thoughts and Advanced Tips

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1 year ago
19 minutes 40 seconds

The MediaBooks Podcast
Episode 247: Answer This Question And Create Endless Content

In this episode of the MediaBooks Podcast, Kristen discusses how to generate endless content by answering one key question. The focus is on finding your unique voice and marketing strategy, especially in the accounting and bookkeeping fields. With insights into the rise of financial content on TikTok, the episode explores how to leverage such platforms based on your target audience. It provides strategies for establishing yourself as an authority and offers examples of prominent figures in the accounting industry who have done so. Practical advice is given on how to integrate your expertise into your services and make your marketing efforts enjoyable.


Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3

*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com


00:00 Intro

01:04 Welcome to the Media Books Podcast: Finding Your Content Creation Spark

01:34 Navigating Content Creation Challenges and Opportunities

02:38 The Rise of FinTalk on TikTok: What It Means for Accountants

03:38 Identifying Your Audience: The Key to Effective Social Media Strategy

06:55 The One Question to Transform Your Marketing Strategy

12:30 Becoming an Authoritative Voice in Your Field

15:12 Practical Steps to Finding Your Unique Subject Matter

16:52 Integrating Your Expertise into Your Services and Talks

17:58 Building a Business and Marketing Strategy You Enjoy

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1 year ago
20 minutes 38 seconds

The MediaBooks Podcast
Episode 246: How I Am Preparing for My Second Maternity Leave

In this episode of the Media Books podcast, Kristen discusses her business preparation for a second maternity leave while dealing with the challenges of a military move. Furthermore, Kristen reflects on lessons learned from their first maternity leave, emphasizing the importance of planning, hiring the right people, and establishing efficient processes. 


The episode also touches upon the implications of a rumored new subscription model by Meta that could potentially affect organic growth on social media. Along with that, the importance of adjusting marketing strategies in anticipation of changes on platforms like TikTok and Instagram, and the value of exploring alternative marketing avenues. Kristen shares personal experiences and strategies for managing business operations and marketing efforts during maternity leave, highlighting the balance between work passion and family responsibilities.


Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3

*Some of the links above may be affiliate links and result in compensation for MediaBooks.


MediaBooks Website: www.mediabooksagency.com


00:00 Intro

01:56 Navigating Life's Chaos: From PCS Moves to Podcasting in a Nursery

03:19 Exploring the Impact of Social Media Subscription Models

04:56 The Importance of Diversifying Your Marketing Strategy

09:06 Preparing for Maternity Leave: Lessons from the First Experience

07:09 Strategies for a Second Maternity Leave: Doing Things Differently

20:46 The Value of a Soft Exit and Re-entry into Work

23:55 Final Thoughts on Preparing Marketing Content Ahead of Time

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1 year ago
26 minutes 46 seconds

The MediaBooks Podcast

The MediaBooks Podcast is the only place on the internet where creative accounting isn’t a bad thing.

In this podcast we discuss how accounting firms can adopt creative marketing, branding, web design, and media strategies to grow their firm.

To learn more about MediaBooks, visit:
MediaBooksAgency.com