In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO).

Main Themes:

1. Jeremy Estey’s Journey:

   • Transition from the golf media industry to founding Amber Sky Marketing.

   • Specialization in accounting firms, focusing on cash flow services and business adaptation.

2. Enhancing Bookkeeping and Tax Services:

   • Shifting focus from low-profit tax returns to lucrative recurring clients.

   • Using SEO to optimize web pages for better search engine rankings.

3. Content Marketing and Trust Building:

   • Importance of creating relevant and engaging content to build trust and establish credibility.

   • Positioning businesses as industry experts to attract potential clients.

4. Value-Added Services in Accounting:

   • Emphasis on offering tax strategies and advisory roles, especially in cash management.

   • Educating clients through content marketing and maintaining a robust online presence.

5. Integrated Online Marketing Strategy:

   • Differentiating SEO from SEM and the significance of each.

   • Using Google Ads for ready-to-purchase users and Facebook Ads for brand awareness.

   • Advocating for an omnichannel approach including social media and email marketing.

6. Client Conversion Process:

   • Three-stage process: awareness, relationship building, and conversion.

   • Utilizing CRM data for nurturing client relationships and future marketing efforts.

7. Strategic Business Development:

   • Importance of a business plan, effective pricing, and targeted marketing.

   • Benefits of niching to streamline efforts and offer tailored services.

Personal Interests: Jeremy briefly shares his passion for golf, touching upon notable courses and his personal experiences in the sport.

Join us as we explore the evolving landscape of accounting firms and discover how strategic marketing can propel your business towards success.

 

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Reach out to Jeremy to learn each of the four components that make up that strategy. https://amberskymarketing.com

• You can also reach out to him directly via LinkedIn: https://www.linkedin.com/in/jeremy-r-estey/ 

• Or by email: [email protected] 

 

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

• “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.

• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  

 

Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.

 

Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

 

• Professional Bookkeeper, PB

• Professional Tax Preparer, PTP

• Profit & Growth Expert, PGE

 

Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

 

• The Accounting & Bookkeeping Tips Facebook Group

• The Universal Accounting Fanpage

• Topical Newsletters:

• Universal Accounting Success

• The Universal Newsletter

 

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback

 

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777