● Podcast

Marketing for Accounting Firms

Conversations about marketing strategy, branding, and growth for accounting and CPA firms. Hosted by Matt Banker.

42 episodes

January 19, 2026 · 32 min listen

How We Built Our Firm: Co-CEOs, Fixed Pricing, Digital Startups

College football co-captains Greg O'Brien and John Malone share how they grew Anomaly CPA to 35+ team members, fully remote from day one—covering fixed-price pivots, EOS visionary/integrator roles, ClickUp workflows, and daily short-form video for organic growth.

▶

January 5, 2026 · 52 min listen

How I Built My Firm: Leveraging Tax Twitter to Build a Modern Solo Practice

Jaimie Nichols left old-school accounting to build a solo CPA firm on her own terms. We discuss Tax Twitter, running a lifestyle business with a toddler, and why 70% of her client base showed up on day one.

▶

December 1, 2025 · 45 min listen

How I Built My Firm: Vertical Focus, Philippines Hiring, AI-Boosted Writing

Isaac Smith built a bookkeeping firm for ecommerce, then pivoted to helping accounting firms hire in the Philippines. We dig into founder-business fit, why careers pages should read like sales pages, and a simple walk-dictate-refine workflow for better content.

▶

November 24, 2025 · 60 min listen

How I Built My Firm: Niche Verticals, Virtual Team, AI-Powered Growth

Mike Libbey shares how YBL scaled from a family firm to a 35-person fully virtual team by delegating aggressively, documenting SOPs, and rebranding to attract right-fit clients. We cover EOS, paid discovery, and the tech stack powering it all.

▶

November 17, 2025 · 47 min listen

How to Build and Manage a Sales Team

Hire sales before you feel ready. Matt Patrick and Shelby Betts pull back the curtain on building a sales team inside an accounting firm—why clients don't need an accountant to say yes, the simple math to justify the role, and the non-negotiables before you hire.

▶

November 10, 2025 · 47 min listen

How I Built My Firm: Taking Over the Family Business

Josh Streimer shares how a family-run practice thrives when roles are clear and the vision is shared—from working with his mom as co-owner to rebranding, building a sales team, and using HubSpot to grow in a dense local market.

▶

November 3, 2025 · 40 min listen

How I Built My Firm: Niche Focus, Global Team, and Tech-Driven Scale

Ben Coons shows how Keystone scaled from a 17-client buyout to 180 short-term rental clients by committing to one niche, building an offshore-first team, and closing books by day five.

▶

October 27, 2025 · 51 min listen

How I Built My Firm: Incremental, Intentional Growth

Fort Wayne firm owner Mike Sylvester breaks down how his 3-partner shop runs a calm, profitable practice—32-hour off-season weeks, no second tax season, and a qualification funnel that turns 530 inquiries into right-fit clients.

▶

May 22, 2024 · 42 min listen

Accountants in Media and the Branding Problem of the Industry

Lori Hauck, MBA, CPA on how accountants are portrayed in media, what that does to the industry's perception problem, and how individual firms can build brands that break the mold.

▶

May 6, 2024 · 42 min listen

Vendor Bias and Smart Specialization

Jason Staats of the Jason Daily Podcast on the vendor bias problem in accounting software recommendations and why smart specialization beats trying to serve everyone.

▶

April 22, 2024 · 42 min listen

The Accountant Marketer

Karen Reyburn, author of The Accountant Marketer, on why accountants are uniquely positioned to be great marketers—and the mindset shifts that make it click.

▶

March 26, 2024 · 34 min listen

How to Be a More Human-Centered Advisor

Rory Henry, Director of Arrowroot Family Office, on putting the human at the center of your advisory relationships and what that means for how you market, communicate, and serve clients.

▶

March 18, 2024 · 41 min listen

Your 3 Storytelling Pillars

Sarah Panus, StoryBrand Guide and Owner of Kindred Speak, on the three storytelling pillars every accounting firm needs to connect with the right clients and build lasting trust.

▶

March 11, 2024 · 34 min listen

Marketing and Culture in an Accounting Firm

MaryAnne Reynolds, Partner at Gift CPAs, on what it actually looks like to build a marketing culture inside an accounting firm—and why it has to start with leadership.

▶

March 4, 2024 · 33 min listen

Marketing for Tax Firms

Jackie Meyer, founder of TaxPlanIQ, on the unique marketing challenges and opportunities for tax-focused accounting firms—and how to position tax planning as a premium service.

▶

February 26, 2024 · 44 min listen

How Frameworks Help You Scale Advisory Services

Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals, on using proven frameworks to scale advisory services without burning out your team.

▶

February 12, 2024 · 28 min listen

How to Determine Your Niche

Host Matthew Banker walks through the practical process of determining the right niche for your accounting firm—covering the key questions, common traps, and how to test before you commit.

▶

February 12, 2024 · 28 min listen

How to Determine Your Niche

Host Matthew Banker walks through the practical process of determining the right niche for your accounting firm—covering the key questions, common traps, and how to test before you commit.

▶

February 5, 2024 · 38 min listen

CFO as a Productized Service

Adam Lean of CFO Project on how to productize fractional CFO services—how to package them, price them, and market them in a way that makes them scalable.

▶

January 29, 2024 · 40 min listen

How to Turn Free Advice Into Paying Clients

Andrew Lassise on the mindset shifts and practical systems that turn the free advice you are already giving into a steady stream of paying clients.

▶

January 22, 2024 · 43 min listen

Email Marketing for Accounting Firms

Jocelyn Moore, Owner of EhTypical Marketing, on building an email marketing strategy that actually grows your accounting firm—what to send, how often, and how to measure what works.

▶

January 15, 2024 · 38 min listen

Using Podcasts as a Relationship Builder

Adrian McIntyre, Media Professional and Communication Strategist, on how accounting firm owners can use podcasting to deepen relationships, build authority, and grow their referral network.

▶

January 8, 2024 · 39 min listen

Is Cold Calling Dead?

Brooke Greening, Co-owner of Building Momentum, on whether cold calling still has a place in an accounting firm's growth strategy—and what the data actually shows.

▶

January 1, 2024 · 38 min listen

Press Releases and PR for Accounting Firms

Mickie Kennedy, Founder of eReleases, on how accounting firms can use press releases to earn media coverage, build credibility, and reach audiences that organic content cannot.

▶

December 27, 2023 · 30 min listen

How I Built My Firm: Sarah Berry

Sarah Berry on building her accounting firm, finding her niche, and the marketing strategy that helped her attract right-fit clients from the start.

▶

December 24, 2023 · 26 min listen

How I Built My Firm: Matt Patrick

Matt Patrick shares the story of building his accounting firm—the early decisions, the marketing moves that worked, and the lessons learned along the way.

▶

December 22, 2023 · 39 min listen

How I Built My Firm: Craig and Michelle Hausz

Craig and Michelle Hausz share how they built their accounting firm together—the marketing decisions, the pivots, and what they would do differently.

▶

December 22, 2023 · 23 min listen

How I Built My Firm: John Drawdy

John Drawdy on the decisions, pivots, and marketing moves that defined his accounting firm's growth from the ground up.

▶

December 18, 2023 · 41 min listen

What's Wrong With Accounting Marketing

Lorilyn Wilson on the systemic problems with how accounting firms approach marketing—the bad habits, the outdated playbooks, and what to do instead.

▶

December 11, 2023 · 11 min listen

The $200 Marketing Tech Stack for Accounting Firms

How to build a complete marketing tech stack for your accounting firm for about $200 a month—the tools, the setup, and what actually moves the needle.

▶

December 1, 2023 · 39 min listen

Riches or Royalty

The classic choice every firm owner faces: do you build for riches or for royalty? This episode unpacks what that decision really means for your marketing strategy and your life.

▶

September 21, 2023 · 44 min listen

The Difference Between a Favorite Market and a True Niche

Todd Howard on the critical distinction between having a favorite market and committing to a true niche—and why getting this wrong is one of the most expensive mistakes a firm can make.

▶

July 6, 2023 · 35 min listen

Low-Hanging Fruit: Maximizing Marketing Impact for Accounting Firms

Patrick Dichter, Owner of Apple Tree Business Services, on the marketing wins hiding in plain sight for most accounting firms and how to capture them before spending a dollar on ads.

▶

June 21, 2023 · 26 min listen

Minimum Viable Marketing for Accounting Firms

Matt Banker on the concept of Awareness Island—the minimum marketing foundation every accounting firm needs before adding complexity, channels, or spend.

▶

June 7, 2023 · 41 min listen

The Essential Marketing Tactics

Tracy Kelly, Marketing Strategist and fCMO, on the core marketing tactics every accounting firm should have in place before layering on anything more sophisticated.

▶

May 24, 2023 · 45 min listen

Choosing the Right Time to Market Your Firm

Geraldine Carter, CPA Business Coach, on how to know when your firm is actually ready to invest in marketing—and what to fix first if it is not.

▶

April 7, 2023 · 47 min listen

Marketing Advisory Services for Your Firm

Mark Stovel, Founder of Firm Nexus, on productizing and marketing advisory services inside your accounting firm—how to package them, price them, and sell them to existing clients.

▶

February 21, 2023 · 34 min listen

Why Design Matters for Your Firm

Sarah Hackman, Owner of Hackman Creative, on why design is more than aesthetics—it is a business asset that shapes how prospects perceive your firm before they ever speak to you.

▶

November 28, 2022 · 26 min listen

Choosing a Niche for Your Firm

Seanna Asper, Owner of Cultivated Strategy, on the real process of choosing a niche—what makes it hard, what makes it worth it, and how to commit without cutting off your options.

▶

October 11, 2022 · 32 min listen

Understanding Brand Archetypes for Accounting Firms

Julie Stroud, Brand Strategist at Bright Brand, on using brand archetypes to give your accounting firm a distinct identity that attracts the right clients.

▶

September 27, 2022 · 36 min listen

Content Marketing for Accounting Firms

Erin Fults, Founder and Principal Strategist of Acorn Studio Marketing, on building a sustainable content strategy for your accounting firm without burning out.

▶

September 27, 2022 · 37 min listen

The Intersection of Marketing and Recruiting

Ryan Thien, Recruiter and CEO at Wilson James, on where marketing and recruiting strategies overlap and how a strong employer brand makes both easier.

▶

Want a marketing strategy for your firm?

Let's put these ideas to work for you

We work with accounting and CPA firms to build a marketing strategy that fits who they are and who they want to serve.