Marketing for Accounting Firms

By Matt Banker

Conversations about marketing for accounting firms.

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FAQs about Marketing for Accounting Firms:

How many episodes does Marketing for Accounting Firms have?

The podcast currently has 42 episodes available.

Marketing for Accounting Firms episodes:

November 24, 2025 How I Built My Firm: Niche Verticals, Virtual Team, AI-Powered Growth
From family firm to a 35-person, fully virtual team, Mike shares how YBL scaled by delegating aggressively, documenting SOPs, and hiring that first game-changing admin. We get into rebranding to attract right-fit clients, paid discovery to qualify leads, EOS and 10x goals, and the tech stack powering it all (Karbon, Keeper, Notion, QBO). We also talk AI as a force-multiplier, community-driven growth, and balancing automation with a human-first client experience. If you’re ready to professionalize your ops and grow on purpose, this one’s a blueprint.
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1h 1min
November 17, 2025 How to Build and Manage a Sales Team
Hire sales before you feel ready. In this episode, 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.

We dig into defining your box, comp plans that are coin-operated and simple, and why you should never throttle sales when capacity gets tight. We also get tactical: marketing should feed 30–50 percent at best, hunters must build pipeline, the must-have tech stack, and the weekly cadence that drives first-time appointments.

If you’re an owner or in-house marketer tired of carrying every sales call, this is your playbook to attract, qualify, and close better-fit clients.
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48min
November 10, 2025 How I Built My Firm: Taking Over the Family Business
Firm owner Josh Streimer shares how a family-run practice thrives when roles are clear and the vision is shared. We unpack working with his mom as co-owner, setting boundaries early, and the king‑or‑rich choice that pushed him toward systems, team, and brand over personal control. Then the ops: Financial Cents for workflow, Anchor for billing, HubSpot built right, and a dedicated salesperson driving outbound in a dense local market. We also hit the costly-but-worth-it rebrand, website-as-converter, and why community like PASBA shortens the learning curve.
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48min
November 03, 2025 How I Built My Firm: Niche Focus, Global Team, and Tech-Driven Scale (w/ Ben Coons)
Firm owner Ben Coons shows how Keystone scaled from a 17‑client buyout to 180 STR clients by committing to one niche, building an offshore‑first team, and closing books by day five. We cover the inflection points: choosing short‑term rental PMs as the true niche, dialing the tech stack with VRPlatform, Carbon, and QBO, and making account managers offshore the primary client contact. Then lead gen that actually works: mastermind Q&As, software marketplaces like Guesty, Facebook groups, and pricing by listing with onboarding as a growth engine. If you want word‑of‑mouth that compounds and ops that scale, this playbook travels.
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41min
October 27, 2025 How I Built My Firm: Incremental, Intentional Growth (w/ Mike Sylvester)
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.

We get into a staff-first culture that crushes turnover, adding friction to onboarding, SEO that still works, moving off Intuit payroll, and packaging for 2026. Plus Mike’s take on AI: garbage in, garbage out, and why 60 percent of new clients arrive with a mess. If you want a stable firm that grows on your terms, start here.

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52min
May 22, 2024Accountants in Media and the Branding Problem of the Industry
In this engaging episode, Matt Banker sits down with Lori Hauck, MBA, CPA, to delve into the evolving role of marketing in the accounting industry. Lori underlines the crucial role of honest communication with potential hires, a factor that can significantly impact a firm's ability to attract top talent. She shares insights into combating the prevalent imposter syndrome among accountants. She offers resources for business owners to enhance their firm's perception. Lori also introduces her upcoming research on redefining the portrayal of accountants, aiming to reflect their diverse interests and modern lifestyles. She seeks to create a comprehensive and relatable image of the profession through surveys and interviews. Matt contributes his perspective on the broad career opportunities within accounting and the need for a fresh, appealing portrayal of accountants. Join us for a lively discussion on modernizing the accounting profession, overcoming self-doubt, and making the field more attractive to new talent. Connect with Lori on LinkedIn and X (Twitter) to participate in her research and stay updated on her latest insights.

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Descript (Video Transcript and Editing)

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43min
May 06, 2024Vendor Bias & Smart Specialization
In this episode, Matt is joined by Jason Staats from the Jason Daily Podcast to discuss the power of specificity and authenticity in firm management and marketing. They emphasize how identifying niche markets and addressing specific pain points can lead to tremendous success and client satisfaction. Drawing parallels to notable figures like Lin-Manuel Miranda, they underscore the benefits of being the best in a particular niche and integrating personal interests into professional identity for greater fulfillment and success. Jason and Matt also explore the role of new media platforms in accounting marketing, highlighting the potential of social media, podcasts, and videos for showcasing expertise and connecting with clients. They stress the importance of finding a medium that resonates with individual interests and personality, making marketing efforts enjoyable and sustainable. Overall, listeners are encouraged to embrace specificity, authenticity, and personal interests to achieve greater fulfillment and success in accounting.

Jason's Podcast: Jason Daily

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43min
April 22, 2024The Accountant Marketer
In this episode, Matt has a dynamic conversation with Karen L. Reyburn, author of "The Accountant Marketer," They unravel the intricacies of marketing for accounting firms. Karen shares her expertise on establishing a robust marketing foundation, the significance of consistent content creation, and the strategic deployment of targeted campaigns. Discover how firm owners can take charge of their marketing efforts, collaborating effectively with marketing partners to achieve optimal results. Packed with practical advice and inspiring anecdotes, this episode offers invaluable insights into unleashing creativity, fostering curiosity, and embracing adaptability in crafting successful marketing strategies tailored to each firm's unique identity and objectives. Whether you're a seasoned marketer or just embarking on your journey, tune in to unlock the secrets to mastering marketing for your accounting firm.

Karen's Links: We Are PF | Karen's Site

Our Recommended Tool Stack:
Flywheel (WordPress Hosting)
Active Campaign (Email Delivery)
Descript (Video Transcript and Editing)

Listen On: YouTube | Spotify | Apple Podcasts

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43min
March 26, 2024How to Be More Human-Centered Advisor
Join Matt and Rory Henry, Director of Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions. Tune in to revolutionize your accounting practice with a human-first mindset.

Rory's Links:Arrowroot Family Office | Wealth Management Forward | LinkedIn

Our Recommended Tool Stack:
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Active Campaign (Email Delivery)
Descript (Video Transcript and Editing)

Listen On: YouTube | Spotify | Apple Podcasts

Hosted on Acast. See acast.com/privacy for more information.
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35min
March 18, 2024Your 3 Storytelling Pillars
Join us for an enlightening conversation with Sarah Panus, Owner, Certified StoryBrand Guide & Content Strategy Consultant at Kindred Speak, as she delves into the synergy between empathy and data in crafting impactful content strategies. With her extensive experience, Sarah emphasizes the crucial role of leveraging diverse data sources, such as social listening, paid media results, and customer feedback, to glean deep insights into audience preferences. As a seasoned expert in the field, Sarah highlights the importance of understanding the hearts and minds of customers to develop content that authentically resonates. Gain practical advice and insights into integrating empathy and data into your content strategy, and learn how to strike the perfect balance between human connection and analytical insights. Whether you're a seasoned marketer or new to content strategy, this episode promises valuable guidance from Sarah's wealth of expertise to elevate your approach and foster meaningful engagement with your audience.

Sarah's Links: Kindred Speak | LinkedIn

Our Recommended Tool Stack:
Flywheel (WordPress Hosting)
Active Campaign (Email Delivery)
Descript (Video Transcript and Editing)

Listen On: YouTube | Spotify | Apple Podcasts
Hosted on Acast. See acast.com/privacy for more information.
...more
42min

FAQs about Marketing for Accounting Firms:

How many episodes does Marketing for Accounting Firms have?

The podcast currently has 42 episodes available.