Podcast Episodes & Articles

Niche Accounting Firms Vs Generalist Accounting Firms: Let’s Talk Strategy

When it comes to deciding on marketing for accounting firms, one of the biggest factors that’s going to determine which tactics work best is figuring out if you’re a niche firm or a generalist firm. It might sound funny, but most of the rest of your marketing strategies will ultimately flow from that decision.  What…

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…

cpc

CPC: Why You Should Actually Pay More for Your Leads

Popular wisdom has always been to get your CPC down. Why? It means more leads for less money, right? Well, yes… but that doesn’t tell the whole story.  One of the biggest issues we see with accounting firms that work with generalist marketing agencies (who often really emphasize Google ads) is that they preach the…

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…

marketing agency vs cmo

Hiring a Marketing Agency VS a Fractional CMO for Accounting Firms

When it comes to marketing, there are three things that you always have to pay for.  The biggest of these three, though, is strategy. How do I know? Because it’s hard to figure out how to get from point A to point B. You probably know this if you’re a firm owner and are in…

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…