Marketing for Accounting Firms

How I Built My Firm - Matt Patrick [Updated]


Listen Later

The interview features Matt Banker of Banker Creative and BMG having a frank conversation with Matt Patrick, owner of Patrick Accounting and Whirks Accounting. Matt P. shares insights on his journey with PASBA (Professional Association of Small Business Accountants) and building his accounting firm. He emphasizes the importance of staying committed to a sales-focused model, evolving roles within the firm, and the significance of consistent branding and storytelling. Matt's approach involves actively supporting clients in building successful businesses, and often goes beyond basic accounting services. The conversation highlights each fiirm's growth, their outreach strategies, and how they achieve the goal of empowering business owners.


Our Recommended Tool Stack:

WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v

Email Delivery: Active Campaign: https://activecampaign.referralrock.c…

Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA

Listen On:

YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos

Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04

Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214


Hosted on Acast. See acast.com/privacy for more information.

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

Marketing for Accounting FirmsBy Matt Banker

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Marketing for Accounting Firms

View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners