Podcast Episodes & Articles

Podcast: CFO as a productized service

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…

Podcast: How to turn free advice into paying clients

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…

Podcast: Email marketing for accounting firms

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…

Podcast: Using Podcasts as a Relationship Builder

Join Matt and Adrian McIntyre, a seasoned media professional and communication strategist, on the Marketing for Accounting Firms podcast. In this episode, Matt and Adrian dive into the world of podcasting for businesses and discuss why the traditional approach might not be the most effective. Adrian shares his extensive background in media, including growing up…

Podcast: Is Cold Calling Dead

In this episode of “Marketing for Accounting Firms,” hosts Matt Banker, owner of Benchmark Growth Marketing, and Brooke Greening, co-owner of Building Momentum, delve into the world of sales and cold calling strategies. With over 15 years of experience in corporate sales and training, Brooke shares her insights on the effectiveness of cold outreach and…

Podcast: Press Releases & PR for Accounting Firms

In this Marketing for Accounting Firms episode, Matt Banker interviews Mickey Kennedy, the founder of eReleases, a press release distribution service. They discuss the significance of press releases and public relations (PR) for small businesses, including accounting firms. Mickey shares his expertise gained from 25 years of running eReleases and highlights the impact of press…

Podcast: How I Built My Firm – Sarah Berry

In this episode of the Marketing for Accounting Firms podcast, Matt Banker, owner and founder of Benchmark Growth, interviews Sarah Berry, a successful owner of an accounting firm based in Texarkana, Texas. Sarah shares her journey of starting her firm in 2014 after leaving a traditional job to care for her baby with health challenges.…

Podcast: How I Built My Firm – John Drawdy

Join Matt Banker, founder of Benchmark Growth Marketing, in a candid conversation with John Drawdy, owner of Paragon Accounting and Tax Solutions. As part of our How I Built My Firm series, John shares the story of building his firm from scratch and the challenges he faced along the way. Discover the key moments that…

Podcast: How I Built My Firm – Craig & Michelle Hausz

Join Matt Banker on another episode of Marketing for Accounting Firms as he engages in a conversation with Craig and Michelle Hausz, owners of CMH Advisors, based in Texas. This episode is part of the “How I Built My Firm” series, where firm owners share their growth stages and experiences. Craig and Michelle delve into…

Podcast: How I Built My Firm – Matt Patrick

The interview features Matt Banker of Banker Creative and BMG having a frank conversation with Matt Patrick, owner of Patrick Accounting and Whirks Accounting. Matt P. shares insights on his journey with PASBA (Professional Association of Small Business Accountants) and building his accounting firm. He emphasizes the importance of staying committed to a sales-focused model,…