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

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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

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Matt talks with MaryAnne Reynolds, a partner at Gift CPAs, about the dynamic relationship between marketing and leadership in accounting firms. MaryAnne shares her journey from a marketing role to becoming a partner, emphasizing the strategic importance of focused social media presence and SEO for driving website traffic. Highlighting the value of collaboration and continuous learning, MaryAnne recommends key reads like Radical Candor and Grit. Tune in for insights on integrating marketing strategies with firm leadership for sustained success in the accounting industry.

MaryAnne's Pages: Gift CPAS

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In this insightful episode, Jackie Meyer, founder of TaxPlanIQ and Certified Concierge Accountant, and Matt delve into strategies for growing accounting firms amidst a competitive landscape and a shortage of clients. Jackie shares valuable insights on setting boundaries, creating demand through waitlists, and offering clear pricing packages. Matt emphasizes the importance of client relationships and effective messaging in attracting and retaining clients. Together, they explore the benefits of automation and software solutions like TaxPlanIQ in streamlining tax advisory processes. Don't miss out on this episode packed with actionable tips for accounting firm owners looking to thrive in today's market.

Jackie's Links: TaxPlanIQ | Certified Concierge Accountant

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Contact the show for a free copy of the Profit First Book: marketingforaccountingfirms.com/contact/

In this episode we delve into the transformative power of Profit First, a revolutionary method for enhancing profitability in accounting firms and businesses. Our special guest, Ron Saharyan, Co-Founder and Managing Director of Profit First Professionals LLC, shares insights into how this approach reshapes financial management strategies. Join us as we explore Profit First’s mission to eradicate entrepreneurial poverty by empowering accountants, bookkeepers, and economic experts to guide companies toward sustainable growth. Ron illuminates the core principles of Profit First, drawing from his extensive experience working with thousands of professionals across various industries. Discover how Profit First leverages entrepreneurs’ natural tendencies towards “bank balance accounting” to drive profitability. Ron underscores the importance of empathy and personalized guidance in helping clients navigate financial complexities effectively. From identifying niche markets to delivering unparalleled value, Ron emphasizes the crucial role of differentiation in today’s competitive landscape. Learn how Profit First Professionals LLC equips accounting firms with the tools and expertise to implement Profit First successfully.

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Join us as we welcome Meryl Johnston to the program to explore the concept of minimal viable marketing within the context of niche specialization. Matt and Meryl delve into the advantages of honing in on a specific audience and tailoring products or services accordingly, highlighting how this approach can streamline marketing efforts. The discussion extends to the challenges of managing multiple brands under one business entity, while emphasizing the importance of transparent communication with clients. Join them as they unravel the nuances of minimal viable marketing strategies and share insights into scaling accounting firms effectively in today's dynamic business environment.

Meryl's Links: TeamUp | Bean Ninjas

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Matt shares his insights gained from working with accounting firms and navigating the complexities of niching. Drawing from personal experiences and industry expertise, Matt explores the benefits, challenges, and misconceptions surrounding niching for accounting firms. He emphasizes the importance of developing a unique approach that resonates with ideal clients, rather than simply choosing a favorite market. Through engaging anecdotes and practical advice, Matt highlights the significance of differentiation in a competitive market landscape. Listeners are invited to consider the role of niching in their own firms and explore opportunities for growth. Tune in to gain valuable insights into niching strategies and discover how it can elevate your accounting firm's success.

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Adam Lean shares his journey from being an accountant to a successful business owner, delving into the challenges he faced and the pivotal moments that led to the creation of the CFO Project. The discussion emphasizes the need for accountants to adapt to client expectations, moving beyond the traditional role of recording the past and embracing a more advisory approach. Tune in for a thought-provoking discussion that explores the intersection of accounting, advisory services, and effective marketing strategies for accounting firms. Discover how embracing change and positioning oneself as a guide can lead to better client relationships and increased value in the accounting profession.

Adam's Website

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Entrepreneur Andrew Lassise takes us on a thrilling rollercoaster of marketing wins and pivots. Andrew spills the tea on his startup journey, sharing insights into disastrous investments and the pandemic power move that reshaped his trajectory. In this compelling conversation, uncover the art of niche marketing and the transformative impact of serving tailored solutions to your ideal audience. It's a story of guts, grit, and discovering the winning formula in the marketing world.

Andrew's WISP Template

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We unlock the power of email marketing as Jocelyn Moore, owner of EhTypical Marketing, reveals the secrets behind successful re-engagement funnels and best practices for the strategic use of separate domains. Learn how to navigate the nuances of cold outreach and why writing compelling content is the key to conquering email challenges. Get ready for a game-changing episode that will reshape your approach to email marketing and drive results for your business! In other words, it’s time to get more leads.

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