Podcast Episodes & Articles
In this episode, Matt has a dynamic conversation with Karen L. Rayburn, author of “The Accountant Marketer,” They unravel the intricacies of marketing for accounting firms. Karen shares her expertise on establishing a robust marketing foundation, the significance of consistent content creation, and the strategic deployment of targeted campaigns. Discover how firm owners can take…
This week Matt sits down with Brannon Poe, founder of Poe Group Advisors and host of “The Accountant’s Flight Plan Podcast,” to explore the intersection of firm value, marketing, and strategic growth. Brannon shares valuable insights into the factors that impact the buying and selling of accounting firms, emphasizing the importance of focusing on owner…
Join Matt and Rory Henry Director Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions. Tune in to revolutionize…
Join us for an enlightening conversation with Sarah Panus, Owner, Certified StoryBrand Guide & Content Strategy Consultant at Kindred Speak, as she delves into the synergy between empathy and data in crafting impactful content strategies. With her extensive experience, Sarah emphasizes the crucial role of leveraging diverse data sources, such as social listening, paid media…
Matt talks with MaryAnne Reynolds, a partner at Gift CPAs, about the dynamic relationship between marketing and leadership in accounting firms. MaryAnne shares her journey from a marketing role to becoming a partner, emphasizing the strategic importance of focused social media presence and SEO for driving website traffic. Highlighting the value of collaboration and continuous…
In this episode we delve into the transformative power of Profit First, a revolutionary method for enhancing profitability in accounting firms and businesses. Our special guest, Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals LLC, shares insights into how this approach reshapes financial management strategies. Join us as we explore Profit First’s mission…
Matt shares his insights gained from working with accounting firms and navigating the complexities of niching. Drawing from personal experiences and industry expertise, Matt explores the benefits, challenges, and misconceptions surrounding niching for accounting firms. He emphasizes the importance of developing a unique approach that resonates with ideal clients, rather than simply choosing a favorite…
Adam Lean shares his journey from being an accountant to a successful business owner, delving into the challenges he faced and the pivotal moments that led to the creation of the CFO Project. The discussion emphasizes the need for accountants to adapt to client expectations, moving beyond the traditional role of recording the past and…
Entrepreneur Andrew Lassise takes us on a thrilling rollercoaster of marketing wins and pivots. Andrew spills the tea on his startup journey, sharing insights into disastrous investments and the pandemic power move that reshaped his trajectory. In this compelling conversation, uncover the art of niche marketing and the transformative impact of serving tailored solutions to…
We unlock the power of email marketing as Jocelyn Moore, owner of EhTypical Marketing, reveals the secrets behind successful re-engagement funnels and best practices for the strategic use of separate domains. Learn how to navigate the nuances of cold outreach and why writing compelling content is the key to conquering email challenges. Get ready for…