Wondering why it feels so hard to get more accounting clients consistently?

You don't have a sales problem.

You have a pipeline problem.

In this episode of the ProMarketer Podcast, TaxProMarketer CEO Christian Jones and Director of Sales Noah Jenks break down where most firms lose leads… and what an effective sales funnel actually looks like for accounting firms. They explain the structure and automation you need to stop losing opportunities and focus your time on better-fit clients.

If you want to get more accounting clients, this episode lays out the framework that makes growth predictable instead of random (without adding work to your plate).

People interested in your services aren't just searching on Google and scrolling the results to find you anymore.

They're asking ChatGPT. They're letting Google's AI Overviews give them guidance. They're putting their trust in AI platforms to answer their questions and help them decide which accountant they should trust.

And as the search rules are being rewritten, so are the rules for accounting firm growth online. The thing is, most firms don't even have an online presence, which means in the new AI world, they're getting left behind.

The uncomfortable reality for accountants right now: They are invisible to search because they have generic websites that lack depth and authority.

The ones winning at accounting firm growth right now are positioning themselves as trusted experts who answer real client questions in ways AI understands.

TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks explain how AI decides which firms to recommend. Tune in to learn the AI marketing strategies for accountants to get found online by high-quality leads.

"I know marketing matters, but I just can't deal with it during tax season."

Once tax season starts, you're buried in client work and relying on referrals. Time is not something you have an excess of. So, tax season marketing falls to the bottom of the priority list.

But this is actually when your marketing matters MOST. Potential new clients are actively searching Google for help and choosing competitors who look more credible online.

In this episode, TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks break down one of the most overlooked (yet controllable) tax season marketing levers: Google reviews. They explain why reviews directly impact rankings and lead volume.

Listen in to find out how a simple, repeatable Google Review strategy can help you attract higher-quality clients during tax season without adding more chaos to your plate.

Google ads for accountants fail because they're built without a clear understanding of who to target and how much to realistically spend.

If you've tried Google Ads before and felt like the money disappeared too fast, this episode will help you understand why.

Christian Jones and Noah Jenks walk through real Google Ads data from an accounting firm they're actively managing right now. You'll see what qualified tax leads are actually costing during tax season and what changes when campaigns are built with the right structure.

They show you where money gets wasted in Google Ads and how it's avoided in a live campaign. You'll hear how they're controlling spend, filtering out bad searches, and turning paid clicks into booked conversations for their client.

The firms that will win next year are the ones building their 2026 accounting marketing plan right now.

In this session, Christian Jones (CEO) and Noah Jenks (Sales Manager) from TaxProMarketer break down the five tactics for an effective accounting marketing plan. These are the systems our clients use to generate consistent leads, retain more clients, and stop depending on referrals alone.

Highlights

• "You can't get time back, and I need time to be effective. There's never ever a time in the year where I'm not telling a lead: Give me more time and it'll work better."

• "The firms that win next year are the ones building their systems right now."

• "If you're not on page one of Google, you're invisible."

• Average cost per lead from Google Ads: $50-$100 for accounting/bookkeeping, with 12% conversion rates from clicks to leads

• "Ranking for free on Google to be the top option on page one does take time. Ads at a minimum is like a stop gap for those that are kind of waiting until their organic ranking gets established."

• "Your website should not just be a digital business card—it needs to be a client-converting tool."

• Email marketing keeps you "front and center for 285 people on a weekly basis" (based on 500-person list with 57% open rates)

• "Marketing takes time to work, and you can't get time back."

• "Most firms wait until January to think about marketing. Then they wonder why leads dry up, clients disappear, and every tax season feels like starting from scratch."

• Google Ads budget recommendation: ~$1,000/month for well-developed campaigns that produce results

• "Ads is the fastest way to get new leads moving into 2026 or even before."

• Follow-up systems capture "opportunities most firms lose"

• "You need to be in control of your pipeline—not held hostage by referrals or seasonal swings."

If your accounting firm depends on referrals to bring in business, it's time to build a steadier flow of clients who find you through Google. Learn how you can rank higher on Google Maps so your firm appears when people search for an "accountant near me." You'll hear what really matters to Google and how a few simple steps can make it easier for the right clients to find (and choose) you.

Visit www.taxpromarketer.com for more SEO and marketing insights.

You didn't start your firm to spend every day buried in client work. On this episode of the ProMarketer Podcast, Christian Jones, CEO of TaxProMarketer, talks with Chase Damiano, founder of Human at Scale, about how to scale an accounting firm without burning out. Chase shares how burnout pushed him to rethink leadership and operations and how firm owners can delegate better and step back from the day-to-day.

CPAs, accounting professionals, and tax practitioners across the country have been BURNED by PPC and Google Ads. Many of them are completely convinced that pay-per-click marketing simply can't or won't drive a return on investment (ROI). NOW, before you say, "PPC Does Not Work," I want to encourage you to invest an hour of your time learning about the latest changes in Google Ads and paid search. Discover how PPC can actually be the key to almost unlimited scalability in terms of lead flow for your CPA and tax practice. Even if you have invested thousands of dollars in PPC in the past and have gotten no return, we can assure you with the right strategy and setup (which we will be showing you on the podcast), you can get a great 3-7x ROI via paid search.

• Recognize how the Google Ads engine works. You have to understand how the AdWords auction process works if you intend to succeed with paid search—quality and relevance are the answer
• Determine the secrets to maximizing quality score to drive lower cost per click and ultimately lower cost per lead
• Give examples that you can swipe and deploy. We will share our proven winners as it relates to keywords, ad groups, text ads, and landing pages
• Define KPIs and how to track them. You should not invest a penny into AdWords or any other form of paid search without the proper tracking in place to gauge your cost per lead

Go here for your free online analysis: www.taxproleads.com

The digital marketing game has changed, and for CPAs and accounting firms, the stakes are higher than ever. So, how do you cut through all the noise, grab the attention of your best prospects, and actually start winning online? In this hands-on demo, our presenters will dive into the seven core areas of digital marketing that give firms a real-world advantage. You'll see exactly how to make your Google Business Profile work overtime, build a website that turns visitors into clients, and set up a follow-up system that keeps prospects engaged. By the end of this session, you'll have a clear roadmap to boost your online presence, attract high-quality leads, and build client relationships that last! Don't miss this chance to learn the proven strategies that will keep your firm thriving.

• Identify how to turn your Google Business Profile into a lead magnet that attracts clients in your area and leaves competitors scrambling to keep up
• Evaluate the secret sauce for a website that doesn't just look good but turns visitors into eager clients by tackling their biggest tax and accounting pain points
• Recognize how to make email marketing your hidden superpower with simple, personal touches that keep clients coming back (and re-engage them when things get busy)
• Evaluate how to put your social media on autopilot and still show up consistently in your clients' feeds, so your firm stays top-of-mind without the daily grind
• Identify how to use smart ad strategies and automated follow-ups to fill your calendar with prospects ready to act—without the endless chase for leads

Go here for your free online analysis: www.taxproleads.com

Ever wonder what sets the fastest-growing tax pros apart from the rest?

In this episode of the ProMarketer Podcast, our CEO Christian Jones chats with Insightful Accountant's Gary DeHart to unpack exactly that. They dive into the strategies and mindset shifts that the best accounting firms are using to grow — from positioning to pricing to building lasting client relationships.

Listen in for real insight into:

• What the best accounting firms are doing that others AREN'T

• How to build confidence in your value — even if you're not a CPA

• Why you're probably undercharging your clients

Gary DeHart is the Publisher of Insightful Accountant — a go-to resource for tax and accounting pros who want to stay sharp, grow their firms, and stay ahead of the tech curve. With decades in industry media, Gary knows what firms need to thrive. His BeInsightful membership takes it further — offering real-world, "how-to" training to help ProAdvisors run the best accounting firms in a changing industry.