Earmark Podcast | Earn Free Accounting CPE

Accounting Firm Marketing In The Era of Generative AI


Listen Later

David Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. They also look at how innovative firms use marketing automation, CRMs, and content marketing to generate leads and close deals from their websites.

Sponsor
Check out our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot


Chapters
  • (00:51) - Earn Free CPE credit
  • (01:28) - David Toth joins the show to talk about marketing for accounting firms
  • (04:49) - How marketing fits into accounting firm's strategic growth
  • (06:58) - What has changed in digital marketing over the last few years?
  • (09:28) - How can a firm move from the old model to the new one?
  • (11:45) - What are successful firms doing differently?
  • (13:31) - Who is using HubSpot?
  • (22:12) - Introhive and other data scraping tools
  • (24:59) - What's the best practice for setting up these teams for success?
  • (34:08) - What's your favorite digital marketing activity?
  • (36:27) - Using LinkedIn correctly
  • (38:59) - Have you seen any top 400 firms leveraging short form video content for social media?
  • (43:24) - Having a plan and making priorities
  • (47:24) - How do you see AI changing accounting marketing?
  • (50:14) - Wrap up and where to reach David

  • Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com

    Download the Earmark CPE App
     
    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Our Guest, David Toth

    LinkedIn: https://www.linkedin.com/in/davidmtoth
    Website: https://windingriverconsulting.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

    ...more
    View all episodesView all episodes
    Download on the App Store

    Earmark Podcast | Earn Free Accounting CPEBy Blake Oliver, CPA

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    25 ratings


    More shows like Earmark Podcast | Earn Free Accounting CPE

    View all
    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    794 Listeners

    CFO THOUGHT LEADER by The Future of Finance is Listening

    CFO THOUGHT LEADER

    122 Listeners

    PwC's accounting podcast by PwC

    PwC's accounting podcast

    181 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    418 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    535 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    111 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    337 Listeners

    How to Money by iHeartPodcasts

    How to Money

    3,172 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    249 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    26 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    23 Listeners

    Oh My Fraud by Caleb Newquist

    Oh My Fraud

    130 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    57 Listeners

    Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

    Unofficial QuickBooks Accountants Podcast

    42 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    9 Listeners