Numbers Don't Lie: Marketing Insights for Accountants

In this episode, Craig Hausz, a CPA and co-owner of CMH Advisors, shares his journey of starting and growing a successful accounting and advisory firm. We discuss the challenges and strategies involved in firm acquisitions, defining ideal clients, building a strong team culture, and the importance of effective systems and marketing for scaling the business. Craig offers valuable advice and insights for other firm owners looking to break through growth barriers.

Are you trying to grow your bookkeeping business and not sure what works or where to start? Listen at marketing and sales experts for the bookkeeping and accounting space provide practical and actionable tactics and strategies that work. Walk away knowing exactly where to start and what to do next to grow your business with the small business clients you want to serve.

Be sure to register here for our free webinar on 3/13/25 at 2:00 PM ET entitled, "How to Amplify Growth and Get New Clients for Your Bookkeeping Business"!

Also- check out https://www.youtube.com/@Cajabrahttps://www.youtube.com/@Cajabra for 'how to' business building strategies just for bookkeepers!

In this episode of 'Numbers Don't Lie', hosts Brad and Janel welcome Christine Cook, a family law attorney and divorce coach. Christine shares her personal journey through divorce, which inspired her to help others navigate the emotional and legal complexities of divorce. The conversation explores the importance of early support, the shift from traditional legal representation to coaching, and practical advice for those facing divorce. The conversation also touches on what professionals like Christine find value in when it comes to the relationship with their accountant.To contact Christine, you can find her on her website at www.divorcingwell.com as well as on Instagram @divorcingwell and on TikTok @divorcing_well.

In this super short episode, Janel and Brad reveal a new AI Employee they recently rolled out for a Managing Partner in a small firm. Listen here for what "George" does now, and what he will learn to do as he gets smarter.

Janel and Brad discuss the newly released book by Blair Enns called The Four Conversations and why it is a "must read" for any accountant who wants to be seen as an investment rather than just another expense.

Learn about the Lead Generation Ladder and what it means for you in 2025, how to automate sales and marketing, and how to build a platform to establish your expertise with prospects before they even have an initial conversation with you.

Tax season is right around the corner. It's a time when accountants have a captive audience. You are top of mind for your audience! In this episode, Janel and Brad talk about sales tips and strategies for maximizing your opportunities during those months when you have a captive audience.

Think ads are a quick fix for leads? Think again. If you’ve been burned by bad campaigns or wasted money on ads that didn’t deliver, this episode is for you. Discover how to turn advertising into a long-term, profitable strategy tailored for accountants. Don’t miss these actionable insights—your marketing game is about to change!

We know it's coming...something big and disruptive in the public accounting space that will help firms address the talent shortage + the sheer volume of compliance work.

Both of which often hold them back from focusing more of their time on true advisory work.

Brad and Janel talk with CPA, former firm owner, and "Anti-VC VC" Steve Gelley about marketing to acquire new customers vs acquiring firms to grow the business AND...Steve's new venture, Arrive. Is a new era of CPA firms about to Arrive?

This is an episode you will not want to miss!

Janel and Brad welcome special guest, Scott Fleszar, former CEO of SafeSend. As they discuss the evolving landscape of accounting firms, they highlight the challenges firms face in providing high-value advisory services while managing the sheer volume of compliance work.

The discussion also covers the impact of automation and technology on the profession, the importance of effective communication and client engagement, and strategies for differentiating firms in a very crowded and competitive market.

If you're interested in the insights of a CEO who was able to 8X the revenue of the company he led in the public accounting space- this is a must listen!

It sounds simple, but this is what so many accounting firms miss. In a crowded marketplace with tens of thousands of firms all providing the same services, how DO you differentiate yourself?

Brad and Janel explore a thought provoking topic and offer a simple and actionable takeaway for firms to re-think their approach to attracting better, higher paying clients.