The Accountant Marketing Mentor with Bryton Udy

The Accountant Marketing Mentor with Bryton Udy

By atHeart CPA | Marketing Made Simple for AccountantsBusinessMarketing
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The Accountant Marketing Mentor with Bryton Udy episodes

  • Ep. 8 | How do you ensure new Clients are taken care of efficiently?

    What happens when you get a new client?  

    As an accounting firm, it's important to have a clear and concise onboarding process for new clients. This ensures that your firm can provide the best possible service on a consistent basis and avoid any potential misunderstandings or problems down the road.  

    In this podcast, I'll outline a few things that you'll want to consider implementing into your client onboarding process.

    11 min
  • Ep. 7 | Are your clients leaving rave reviews? How to increase your online reviews for potential clients!

    How important are reviews and testimonials to getting more clients?  In this video, I'm going to talk about the power of testimonials and reviews and how you can go about getting more of them for your accounting firm.  One of the most powerful marketing tools that you have at your disposal is testimonials from existing clients. Hearing about other people's positive experiences working with you can be incredibly persuasive for someone who is on the fence about whether or not to engage your services.  If you think about your habits when purchasing a new product or service, you likely have found reviews or testimonials about someone else's experience with that product or service.  What other people say about your firm online can make or break landing a new client.

    8 min
  • Ep. 6 | Struggling with your marketing? Create a marketing plan for your firm!

    Struggling with your marketing?   

    Let's create a marketing plan for your firm by the end of this podcast.  

    Creating a marketing plan can seem like a daunting task, but it doesn't have to be! 

    In fact, I challenge you to create the five minute marketing plan with me while you listen to this podcast, and you will walk away with a marketing plan tailored specifically for your firm in just 5 minutes.

    10 min
  • Ep. 4 | How not to Waste Money on Useless Marketing Tools that won't hit your Target Market

    Marketing is an important part of any business, but it can be tough to determine whether or not your marketing efforts are actually paying off.  

    Here, I talk about the difference between marketing that is an investment and marketing that is an expense, and how you can use that knowledge to make better decisions about your marketing budget.


    📓 Download the Ultimate CPA Marketing Playbook: https://marketmycpafirm.com  

    📦 Learn more about our marketing packages designed for CPA Firms: https://atheartcpa.com  

    📱 Book a Discovery call with Bryton: https://calendly.com/brytonudy/cpadiscovery  

    💻 Start building your firm's website on SquareSpace: https://squarespacecirclenonus.sjv.io/c/3282934/1158392/14660  

    🎙 Use Riverside.fm to record your podcasts, webinars, or interviews: https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=bryton

    11 min
  • Ep. 3 | 5 Things you could be doing that Negatively Affect your Marketing Plan

    If you're like most accounting firms, you may be wondering why your marketing efforts aren't yielding the results you want. Chances are, there are a few common reasons why your marketing is falling short.  

    In this podcast, I'll outline five of the most common reasons and provide a few tips for you to overcome them.   


    📓 Download the Ultimate CPA Marketing Playbook: https://marketmycpafirm.com 

    📦 Learn more about our marketing packages designed for CPA Firms: https://atheartcpa.com 

    📱 Book a Discovery call with Bryton: https://calendly.com/brytonudy/cpadiscovery 

    💻 Start building your firm's website on SquareSpace: https://squarespacecirclenonus.sjv.io/c/3282934/1158392/14660 

    🎙 Use Riverside.fm to record your podcasts, webinars, or interviews: https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=bryton

    10 min
  • Ep. 2 | You NEED these 3 Things Before You Commit to Marketing your Firm

    TikTok, LinkedIn, Newsletters, Emails, Billboards, Google Ads, Instagram, Reels, Shorts, YouTube, Facebook....  

    You may be thinking, do I really need to be on all of these platforms to market my accounting firm effectively? The real answer is no But what are the key things that you need to have in place before you begin marketing your firm?   

    In this video, I'm going to show you the three things that you absolutely need to have before you start any kind of marketing or advertising campaign for your firm. Watch the video to find out more!

    📓 Download the Ultimate CPA Marketing Playbook: https://marketmycpafirm.com 

    📦 Learn more about our marketing packages designed for CPA Firms: https://atheartcpa.com 

    📱 Book a Discovery call with Bryton: https://calendly.com/brytonudy/cpadiscovery 

    💻 Start building your firm's website on SquareSpace: https://squarespacecirclenonus.sjv.io/c/3282934/1158392/14660 

    🎙 Use Riverside.fm to record your podcasts, webinars, or interviews: https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=bryton

    14 min
  • Ep. 1 | 3 Marketing Books Every Accountant Should Read! 📚

    If you're like me, you're always looking to learn and grow! And if you're looking to learn more about how to market your firm, you'll want to read these three books. (Amazon Links Below!)   

    I love these three books and I recommend them all the time. Building a Storybrand by Donald Miller, is all about creating a clear, consistent, and client centric story for your firm. Hookpoint by Brendan Kane, teaches you how to make your messages more engaging so that people will stop and actually read them. And finally Essentialism by Greg McKeown, helps you focus on the essential tasks, marketing or otherwise, and do them really well.  

    📚 Get these must read marketing books on Amazon:  

    Building a Storybrand 

    🇨🇦 https://amzn.to/3f5PBmt

    🇺🇸 https://amzn.to/3Uspoic 


    Hook Point 

    🇨🇦 https://amzn.to/3BtwvhL  

    🇺🇸https://amzn.to/3BVGRIM 


    Essentialism 

    🇨🇦 https://amzn.to/3BtwIl3

    🇺🇸 https://amzn.to/3UtDOyW  


    📓 Download the Ultimate CPA Marketing Playbook: https://marketmycpafirm.com 

    📦 Learn more about our marketing packages designed for CPA Firms: https://atheartcpa.com 

    📱 Book a Discovery call with Bryton: https://calendly.com/brytonudy/cpadiscovery 

    💻 Start building your firm's website on SquareSpace: https://squarespacecirclenonus.sjv.io/c/3282934/1158392/14660 

    🎙 Use Riverside.fm to record your podcasts, webinars, or interviews: https://riverside.fm/?utm_campaign=campaign_1&utm_medium=affiliate&utm_source=rewardful&via=bryton

    10 min

About The Accountant Marketing Mentor with Bryton Udy

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We make marketing simple for accounting firms.