Building the Premier Accounting Firm

Optimize Your Website for Accounting Leads w/ Wes Towers


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Roger Knecht and Wes Towers discuss effective marketing strategies for accounting firms, focusing on local presence, niche marketing, and leveraging AI for content creation. Learn how to transform random marketing acts into deliberate growth engines and enhance your firm's visibility and client acquisition.

In This Episode:

00:00 Introduction to Marketing for Accountants 02:52 Leveraging Local Presence and Niching 06:47 Outcome-Focused Marketing Messaging 09:52 Google Business Profile and Reviews 14:11 Marketing Rhythm and Content Creation 19:51 AI in Marketing and Human Connection 26:25 Tracking Marketing Metrics and Funnels 31:16 Niche Marketing and Client Acquisition 37:41 Website Audit and User Experience 43:45 Recap and Final Thoughts on Marketing

Key Takeaways:
  • Define your unique marketing message to attract ideal clients, focusing on outcomes rather than services.

  • Optimize your Google Business Profile with relevant information and regular updates to boost local visibility.

  • Implement a consistent content publishing rhythm across platforms, repurposing one idea in multiple ways.

  • Utilize AI as a thought-processing tool to guide content creation, not just to generate generic text.

  • Track conversion rates at every step of your sales funnel to refine marketing efforts and attract the best clients.

Story Preview

Join Roger Knecht and Wes Towers as they explore how accounting firms can overcome marketing challenges to build premier businesses. Discover how strategic positioning, smart use of digital tools, and a focus on client relationships can turn your firm into the obvious choice in your market.

Featured Quotes:
  • "Go for the very best because the more you add to the site, curiously, the more diluted your message is." - Wes Towers

  • "It's about speaking in language that is outcome-focused. And speaking to them, it's about using words about you instead of, 'We are this. We are that.' No one really cares about you that much. They care about themselves." - Wes Towers

  • "If you can educate them and they feel like that feed of information you're giving them is to their benefit, they'll want to read it. They'll want to pay attention to it." - Roger Knecht

Behind the Story:

In this episode, Roger Knecht and Wes Towers unpack the nuances of marketing for accounting professionals. They discuss how many accountants traditionally shy away from marketing and sales, yet these are crucial for firm growth. Wes shares insights from his work at Uplift 360, emphasizing the importance of clear positioning, smarter websites, and AI-assisted content. The conversation highlights how firms can leverage their local presence and niche services to stand out in competitive markets, while also maintaining the human connection that drives true value.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Visit uplift360.com.au to book a strategy call.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

  • "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

  • "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

  • "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.

  • "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.

Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.

Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a:

  • Professional Bookkeeper, PB

  • Professional Tax Preparer, PTP

  • Profit & Growth Expert, PGE

Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

  • The Accounting & Bookkeeping Tips Facebook Group

  • The Universal Accounting Fanpage

  • Topical Newsletters:

    • Universal Accounting Success

    • The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

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Building the Premier Accounting FirmBy Roger Knecht

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