Join Matt as he delves into the fascinating journey of discovering your niche with today's guest, Todd Howard. Todd is a seasoned expert in helping individuals and businesses identify their unique place in the industry.

In a world filled with advice about the importance of having a niche, many find it a daunting challenge to pinpoint exactly where they belong. Todd's insights challenge the conventional wisdom surrounding niches, urging us to view them as a means to create a protected space for our businesses rather than just a favored market. Discover why a strong niche is more than just a label and how it goes beyond working with a specific industry or market.

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In this episode, we tackle the often overlooked but essential topic of marketing on social media, with a focus on the professional networking powerhouse, LinkedIn. Accountants are no stranger to numbers, but the numbers game of social media can sometimes feel alien and intimidating. Ashley sheds light on why many accountants shy away from marketing and delves into the historical context that has contributed to this reluctance.

Ashley shares his insights on the power of personal branding and how leveraging platforms like LinkedIn can help accountants transition from the one-on-one client interactions to reaching a broader audience in the digital landscape. We explore the dynamics of building trust and credibility through social media and the role that a well-established online presence can play in attracting the right clients.

Connect with Ashley: LinkedIn | Website

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In this episode, Matt engages in a captivating conversation with Patrick Dichter, an accounting firm owner who took an unconventional path into the world of accounting through his background in marketing. Prepare to gain valuable insights into optimizing your firm's marketing efforts from a unique perspective.

In this episode, Patrick shares the story of how he found his way to owning an accounting firm, despite not having a traditional accounting background. With a passion for helping small businesses, Patrick witnessed the transformative power of quality bookkeeping and saw an opportunity to acquire accounting firms. He takes you on his exciting journey, highlighting the benefits he discovered along the way.

Patrick's Website

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Join Matt on a visual journey as he provides a mental map to help you conceptualize the marketing process for your accounting firm.

In this solo episode, Matt explores the crucial first step of any marketing journey: getting people onto Awareness Island. Some individuals reach this stage organically through means like podcasts, conferences, or recommendations from friends. Others arrive without your direct influence, turning to search engines like Google or seeking advice from their personal networks.

Connect with Matt: LinkedIn | Website

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Join host Matt Banker in this episode of the Marketing for Accounting Firms podcast as he sits down with Tracy Kelly, an experienced marketer specializing in family-owned B2B businesses. Tracy shares his expertise in helping family-owned businesses navigate the world of marketing and establish a solid digital presence. They delve into the importance of a well-designed website as the foundation for effective marketing strategies and discuss the challenges faced by businesses transitioning from traditional to digital marketing methods. Tracy provides valuable insights on website development, traffic generation, lead nurturing, and the overall marketing journey for family-owned businesses. Whether you're an established firm or a solo operator, this episode offers practical advice for enhancing your online marketing efforts.

Tracy's LinkedIn

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On today's episode, Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when the right time for accounting firms is to invest in marketing and when should they hold off.

Geraldine shares her expertise in working with CPAs, guiding them to streamline their operations and focus on their ideal clients.

By identifying their target audience's needs and preferences, she helps them tailor their messaging, packaging, and offerings to attract the right customers. The result? A more efficient and profitable accounting firm that delivers value and commands higher prices.

Geraldine's Website

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We talk with Mark Stovel to learn more about his journey to offering advisory services for his accounting firm.

Mark's Website

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On episode 6 of the Marketing for Accounting Firms Podcast, we have a discussion with Erin Andrews about the process of hiring a marketing agency for your accounting firm.

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Sarah Hackman of Hackman Creative talks with us about design and why it matters for accounting firms.

Heather's Website

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Seanna Asper runs a fractional CFO firm called Cultivated Strategy that works exclusively with companies in the AEC (architecture, engineering, and construction) industry.

She talks about the benefits of having a narrow niche, how she decided on AEC, and how she markets her firm within that industry.

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