How to successfully outsource your marketing: https://socialclubstudios.com/yt-libJoin my newsletter: https://socialclubstudios.com/newsletterConnect with me on other platforms:Instagram: https://www.instagram.com/petervndr/Facebook: https://www.facebook.com/petervndr/LinkedIn: https://www.linkedin.com/in/petervanderwall/Scale Your Accounting Firm Podcast: https://www.youtube.com/@ScaleYourAccountingFirm

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Scale Your Accounting Firm Podcast: https://www.youtube.com/@ScaleYourAccountingFirm

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In this video, I walk you through the entire process — from identifying a CPA firm worth buying, to negotiating terms, funding the deal, and scaling the business post-acquisition. Whether you’re looking to skip the startup grind or you’re a seasoned accountant ready to grow through acquisition, this video breaks it all down step by step.

✅ Learn how to evaluate a firm beyond the P&L

✅ Understand the difference between seller-financing, SBA loans, and cash deals

✅ Know what questions to ask during due diligence

✅ Avoid common pitfalls in small firm acquisitions

✅ Get practical insight on how to integrate and retain clients post-close

This isn’t theory. It’s based on real-world deals and what’s working right now for buyers of bookkeeping, tax, and accounting practices.

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In this video, I’ll walk you through how to choose a niche that unlocks consistent client growth—and how to actually commit to it without second-guessing everything three weeks in.

You’ll learn:

• The truth about why most firms resist niching down

• Why niching by industry alone usually isn’t enough

• A better way to choose your niche (even if you’re starting broad)

• The mindset shifts that separate high-growth firms from the rest

If you’ve ever said “I just want to work with good clients who value what we do,” this is how you make that happen.

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Build a 7-figure firm using numbers that actually work: https://socialclubstudios.com/yt-libThis video is a complete breakdown of the math behind building a million-dollar accounting firm. You’ll learn exactly how many clients you need, what you should be charging, and what kind of offer makes scaling both possible and sustainable. This is the real-world math behind every 7-figure firm we’ve worked with.I also walk through the key leverage points that make it easier to grow past $500k—without burning out, hiring too fast, or working 70 hours a week. Whether you're a solo CPA or already running a small team, this framework will help you clarify what growth actually looks like (and whether you're even on track).This is the same growth planning system we use with dozens of firms every year—and now it’s yours.Join my newsletter: https://socialclubstudios.com/newsletterConnect with me on other platforms:Instagram: https://www.instagram.com/petervndr/Facebook: https://www.facebook.com/petervndr/LinkedIn: https://www.linkedin.com/in/petervanderwall/scale your accounting firm, how to grow accounting firm, accounting firm growth strategy, cpa firm pricing strategy, accounting firm business model, grow accounting firm to 1 million, marketing plan accounting firm, accounting practice scale, how to get clients for accounting firm, accounting firm offers, accountant client acquisition, pricing for cpa firm, accounting firm revenue planning, grow your bookkeeping business, tax firm scaling strategies, bookkeeping growth strategy

Most accounting firms approach marketing completely backwards, and I’ve seen firsthand how that holds them back. In this episode, I walk through how I build marketing strategies that actually work — starting with clarity around who we're targeting, what we're selling, and the transformation we create. I talk about the mistakes firms make when they jump into tactics too quickly, and how a focused strategy makes everything else simpler and more effective. This is the process I’ve used across dozens of firms to help them grow with confidence.

Timestamps:

00:00:00 Intro

00:01:15 Why most accounting firm marketing fails

00:04:08 The trap of hiring agencies too early

00:07:26 Understanding strategy vs. tactics

00:10:52 Why broad targeting doesn’t work

00:14:44 Getting specific with your ideal client

00:18:01 Defining your core offer vs. upsells

00:21:37 Mapping the transformation your service creates

00:25:10 Choosing your top-of-funnel channel (outreach, content, ads)

00:28:30 Building trust: the 4 buyer types

00:33:16 Creating content that resonates and converts

00:37:45 Designing a sales process that fits your offer

00:41:22 Why KPIs matter more than you think

00:45:10 Diagnosing weak links in your funnel

00:49:00 Wrapping up the full marketing system

Interested in working with me? Apply here:

► socialclubstudios.com/work-with-us

Let's connect!

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► LinkedIn: https://www.linkedin.com/in/petervanderwall/

► Twitter: https://twitter.com/petervndr

► YouTube: https://www.youtube.com/@petervndr

In this episode, I break down how my team helped a CFO firm attract higher-level clients—specifically seven- and eight-figure business owners—with a marketing funnel built for premium offers. I talk through why traditional pain-point marketing doesn’t resonate with wealthy prospects and how shifting the message toward their big-picture goals makes a major difference. I also share why making it easy for them to vet you is crucial, and how simplifying the process helps avoid losing serious leads. This is what’s working right now if you're aiming to serve an affluent audience.

Timestamps:

00:00:00 Intro

00:00:34 Why targeting affluent clients requires a different strategy

00:01:52 Understanding the dream-outcome mindset of wealthy prospects

00:03:14 Crafting messaging that speaks to high-value client goals

00:03:59 Positioning yourself as the expert with strategic marketing

00:05:16 Helping prospects vet you without friction

00:06:10 Building middle-of-funnel content that earns trust

00:07:09 Why high-level clients don’t care about the “how”

00:07:49 Avoiding unnecessary friction in your funnel

00:08:39 The problem with overcomplicated booking forms

00:09:52 Why low-ticket products attract the wrong audience

00:11:12 Structuring a simple and effective client acquisition funnel

00:12:41 Final thoughts on reducing friction for qualified leads

Interested in working with me? Apply here:

► socialclubstudios.com/work-with-us

Let's connect!

► Instagram: https://www.instagram.com/petervndr/

► LinkedIn: https://www.linkedin.com/in/petervanderwall/

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Marketing isn’t just about getting in front of more people — it’s about building trust and creating real connections that lead to actual results. I used to think visibility was the goal, but shifting that mindset has helped me double my business and improve outcomes for my clients. In this episode, I break down why most accounting firms approach marketing the wrong way and share three practical takeaways that can make a real difference in the next 60–90 days. I talk about better messaging, website optimization, and how content plays a bigger role than most people realize. This is what marketing really looks like today.

Timestamps:

00:00:00 Intro

00:00:28 Why Visibility Isn’t Enough Anymore

00:01:54 The Real Job of Marketing: Building Trust

00:03:28 Why Most Firms Struggle with Online Presence

00:04:06 Understanding What Your Clients Truly Care About

00:06:03 The Importance of Picking a Niche

00:07:12 How Messaging Shapes Your Brand and Clients

00:08:00 Practical Takeaway #1: Audit and Improve Your Website

00:10:26 Practical Takeaway #2: Fix Your Messaging, Not Just Your Funnel

00:13:40 Sell Outcomes, Not Features

00:15:18 Practical Takeaway #3: Use Content to Retain and Impress Clients

00:17:00 Why Content Reinforces Client Value Long-Term

00:18:29 Final Thoughts

Interested in working with me? Apply here:

► socialclubstudios.com/work-with-us

Let's connect!

► Instagram: https://www.instagram.com/petervndr/

► LinkedIn: https://www.linkedin.com/in/petervanderwall/

► Twitter: https://twitter.com/petervndr

► YouTube: https://www.youtube.com/@petervndr

In this episode, I explain how a simple tweak to your accounting firm’s website can 10x your lead volume without spending more on ads, posting more content, or asking for more referrals. I break down the exact structure of a high-converting application funnel—including video sales letters (VSLs), smart filtering questions, and urgency tactics—and share real-world benchmarks from top-performing firms. If you want to turn your website into a lead-generating machine, this episode gives you the full playbook.

Timestamps:

00:00:00 – Intro: The hidden lever most firms overlook

00:00:38 – Case study: 4,800 website visitors → only 4 booked calls

00:01:25 – How small increases in opt-in rate can 10x results

00:02:04 – Real example: 8% opt-in rate generating 38+ booked calls

00:02:41 – Funnel breakdown: What a high-converting landing page looks like

00:03:14 – VSL headline strategy: Who it’s for + what they’ll get

00:03:39 – What goes in a compelling video sales letter

00:04:15 – Where to get Peter’s VSL template and filming checklist

00:04:50 – Building urgency: “30 spots available” and other tactics

00:05:34 – Why real testimonials (not just text) are critical

00:06:26 – Application form logic: Pre-qualifying clients by income & rental count

00:06:52 – Booking flow: Simple calendar tool that converts

00:07:14 – Final stats: Ryan’s funnel gets 8% opt-ins and 95% booking completion

00:07:20 – Outro: Where to go next if you want more funnel tactics

Interested in working with me? Apply here:

► socialclubstudios.com/work-with-us

Let's connect!

► Instagram: https://www.instagram.com/petervndr/

► LinkedIn: https://www.linkedin.com/in/petervanderwall/

► Twitter: https://twitter.com/petervndr

► YouTube: https://www.youtube.com/@petervndr

In this episode, I walk through the exact client acquisition system that helped one of our clients generate $3.1M in revenue last year—over $8,700 a day—by quitting tax prep and focusing on tax strategy. I break down every part of the funnel we built for him: the video sales letter, the application process, the sales call, and how we drive traffic into this system. I also explain the key metrics we use to track performance and how to optimize for long-term profitability. If you’re an accountant trying to scale past the 7-figure ceiling, this episode is your playbook.

Timestamps:

00:00:00 – Intro: How one client made $8,700/day by quitting tax prep

00:00:46 – Overview: The funnel, traffic, and tracking system

00:01:25 – The 3-step funnel: VSL → Application → Discovery Call

00:02:13 – How to structure a high-converting video sales letter

00:03:20 – Selling outcomes vs. listing service features

00:04:08 – Types of testimonials and how to use them effectively

00:05:32 – Why testimonial volume matters more than perfect quotes

00:06:18 – The goal of your VSL: self-selection

00:06:47 – Designing an application form that qualifies without over-filtering

00:07:54 – The right kind of form friction (and what to avoid)

00:08:39 – Why dropdown questions improve completion rates

00:09:55 – Avoiding "think" questions in application forms

00:10:25 – Why most discovery calls are framed wrong

00:11:44 – How to uncover real pain before making the pitch

00:12:34 – If objections keep happening, fix upstream funnel content

00:13:26 – When a basic funnel outperforms fancy lead magnets

00:14:21 – How to drive traffic into your funnel: Organic + Ads

00:15:09 – The 7-11-4 rule for brand trust and omnipresence

00:15:47 – All roads lead to Rome: every channel points to the same funnel

00:16:49 – Why tracking ROI is crucial to scale

00:17:47 – Attribution: Tracking first and last touch properly

00:18:20 – Most leads Google you before converting

00:19:03 – ROAS: The short-term efficiency metric

00:19:46 – LTGP to CAC: The long-term profitability metric

00:20:32 – How most agencies underreport true CAC

00:21:59 – What to do when your LTV-to-CAC ratio is unusually high

00:22:37 – Focus on LTV to outspend your competitors

Interested in working with me? Apply here:

► socialclubstudios.com/work-with-us

Let's connect!

► Instagram: https://www.instagram.com/petervndr/

► LinkedIn: https://www.linkedin.com/in/petervanderwall/

► Twitter: https://twitter.com/petervndr

► YouTube: https://www.youtube.com/@petervndr