CFO Weekly

How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark


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An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.

Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.

In this episode, we discuss:

  • The first-ever marketing and sales consulting firm for accounting professionals
  • How DreamFirms help accounting firms build their dream businesses
  • Traditional versus modern marketing methods
  • How to ensure the timing is right for your marketing strategy
  • What good content looks like in the accounting space

Learn more about Tyler:

  • Tyler Clark on LinkedIn
  • DreamFirms Website

Episode resources:

  • Personiv's Website
  • Personiv on LinkedIn
  • Personiv on Facebook
  • Personiv on Twitter


If you enjoyed this episode, then please either:

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Instructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:
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If you enjoyed this episode, then please either:
  • Follow, rate, and review on Apple Podcasts
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Instructions on following, rating, and reviewing CFO Weekly are here.
Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
  • Driving Value Beyond Finance with Tom McDermott
  • Why CFOs Are the Chief Everything Officers with Claire Bramley
  • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
  • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
  • What Lights You Up? with Jordan Grumet
  • Become a Lean Six Sigma Master Black Belt with William Washington

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

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