We’re sure you’ve been flummoxed by some tax and accounting firms’ failure to reach new potential client pools while simultaneously others experience a gushing influx of new clients. 

And that has got to make you wonder… what’s their secret? 

The truth is, in today’s world, your competition is global. 

Everyone has a camera and a microphone. You can reach any audience anywhere in the world. And if you can do it… your competition can too.

So, what’s the secret formula you need so your business stands out from the thousands of other accounting firms vying for people’s attention? What do you need to do to garner trust from your clients?

The answer is CREDIBILITY.

Join the founder of Credibility Nation – Mitchell Levy – and TaxProMarketer CEO – Nate Hagerty – as they dive into this client-winning (and client-keeping) core value and how to implement it.

And don’t forget to take advantage of the Ultimate Credibility Bootcamp at a discount for ProMarketer podcast listeners. You’ll learn how to improve the way you show up in person and online, and you’ll also experience life-changing paradigm shifts that’ll help your tax/accounting practice continue to blossom.

After what some are calling the Worst Tax Season In a Generation — but during which many other practitioners THRIVED— what is coming for the 2023 tax season?

Based on our conversations with tax professionals, other accountants, industry leaders, and more ... we have some ideas.

Join Pronto Tax School founder, Andy Frye, and TaxProMarketer CEO, Nate Hagerty, as they rub their 2023 Tax Season Crystal Ball and share with you the picture that is taking shape.

You'll hear about...

* How tax business owners can get ahead of their competitors NOW to offload their terrible clients and prepare themselves to onboard BETTER clients than they've previously dealt with

* What we're hearing about IRS staffing levels, potential (radical) tax code changes, and industry-wide speculation about what's coming down the pike

* The BEST ways to prepare over the following months for what is to come in the tax season.

A quick Google search shows that accounting firms have data breaches every day. And, it’s easy to think, “Oh, that won’t happen to my business. I’m too small for cyber thieves to care about” OR “I’ve got password security on lock.” But, with no dedicated cybersecurity or IT person monitoring (OR detecting) possible breaches, the most valuable data is vulnerable and at risk. And, worse, so is your reputation if it does happen.

And this is why Hossein Dadkhah (Advantage IT) got into cybersecurity for accounting firms: to help protect client data, detect intrusions, and help these companies build an informed response strategy for when trouble comes knocking.

In this episode, Hossein and ProMarketer Podcast host Nate Hagerty discuss the importance of cybersecurity for accounting firms and tax practices as well as ways to mitigate this issue for practitioners.

That starts with an assessment of your firm’s security: https://calendly.com/advantageit/acctra

While the culture war rages on (and yes, it's pretty hot today) ... there is an entirely different kind of storm on the horizon.

And tax professionals are perfectly primed for it ... maybe.

And we’re seeing good things RIGHT NOW in the advertising data ... and we’ve got some thoughts on what is coming for tax resolution services.

Hint: it's going to be a BIG deal.

The head of Tax Resolution Academy (and longtime TaxProMarketer agency client) Dan Henn, CPA, offers his 10,000-foot perspective and how your practice can ride this rocketship -- EVEN IF YOU ARE NOT AN EA or CPA.

As you must know ... the expiration of the PPP, and the EIDL programs (and various sundry pandemic credits) will expose many zombie companies for what they are -- and will inevitably create some 941 "issues".

Not to mention the very likely recession to come.

But as you must know -- this translates into an opportunity to be of great service. There will be thousands and thousands of taxpayers in distress with the IRS.

And they need YOU -- the caring local professional ... NOT the hyperdrive national sales outfits who are just looking for the next tally on their whiteboards.

The very good news is that we have been hitting upon some campaigns that are driving MAJOR leadflow for these services -- right now.

We share all of that in this session as well as how you can set up your own campaigns for maximum conversions.

With inflation in the air, it seems only natural to talk about PRICING with you. Specifically, yours.

Regardless of the inflationary realities you and your clients are facing, how you price your services is one of the best things that you can be looking at right now.

Recently Nate Hagerty, CEO of TaxProMarketer, hosted Michelle Weinstein (aka "The Pitch Queen") for one of his agency-clients-only office hours sessions, and she brought the house down as she coached up a few TPM clients LIVE on how they priced within their practice and the shifts that are possible when that shift is made.

And the ProMarketer Podcast has been planning to have her back even before the recent surges in price pressure across the economy.

Looking ahead to where the tax and accounting world is going, practitioners MUST realize that commodification of the simple return and the falling away of pandemic-related SBA and IRS weirdness will result in pressure on practices that haven't figured out how to serve a higher-level client.

And raising your fees is only part of the recipe.

So, to get through burnout, you’ll need to commit to some positive changes in how you operate within your practice.

Listen in as host Nate Hagerty and guest Michelle Weinstein discuss how to properly and effectively change your pricing structure and set up your practice for the future world.

For more great resources from Michelle Weinstein:

- Abundant Accountant Website

- Abundant Accountant Podcast

- Abundant Accountant YouTube Show 

Though the last three tax seasons have brought tax pros like you to your knees pleading for relief, to make it through, you’ve got to remember it’s not about you. This is about your customers. 

And to serve them well in future tax seasons (and beyond), you need to find passion for what you do, something Roger Knecht of the Buiding the Premiere Accounting Firm podcast says is an imperative for moving forward in this industry. As president of the Universal Accounting Center (a multimillion accountant advising firm ranked in Inc’s top 500 list for growth rate) with 20 years in the industry, he knows a thing or two about burnout and getting past it. Listen in as he shares with TaxProMarketer CEO Nate Hagerty about adding advising in tax practices, creating workplace boundaries, gaining proficiency, broadening services, and more. 

Because if you find your passion, you’ll help your clients legally avoid tax liabilities they are (or could be) facing, and you’ll find ways to offer them value beyond simply filing their taxes in regular tax seasons. 

Looking for support and some practical coaching? Head on over to www.universalaccounting.com for free resources or take in some episodes of the Building the Premier Accounting Firm podcast.

Small businesses truly are the lifeblood of the U.S. economy. And behind those businesses are accountants, bookkeepers, and tax practitioners, guiding them through the muck that is the current state of things. 

But that also means burnout… so many longstanding industry professionals shouting into the ether, “I’m done.” How then shall the industry (and it’s workers) find a way to get past the chaos? What tips and tools are going to help professionals like you navigate the turmoil?

That’s where Accounting Web and Managing Editor Seth Fineberg come in. AccountingWeb’s online content machine is all about giving accountants practical tools and industry knowledge to get the job done better. 

And that begins, as Seth shares with host Nate Hagerty, with remembering what makes you happy… along with a good dose of “NO” to the things that hinder the joy of serving your clients. 

Ask yourself:

What kind of work do you want to be doing? 

What kind of clients do you want to be serving? 

What matters to you in this industry? 

How do you want to spend your time? 

Finding the answers to these questions means charting a path to rediscovered joy even in the midst of a stormy tax and accounting industry.

And… there’s always networking and getting fresh fuel at the AccountingWeb Live Summit next year under the San Diego sun, May 15-18. In the meantime, listen in and visit AccountingWeb.com to get more of what Seth and his team are offering up.

Tax pros and accountants alike… you know you’ve felt it. 

Exhaustion and burnout are all too real in the industry. Practitioners and CPAs are jumping ship in droves. You probably know some… or you’re on the verge of following suit. 

But, if you’ll take a step back, you’ll see that you have an opportunity right now to be a gift to so many people who are looking for some guidance in this tax world storm. 

And finding a way forward starts with asking hard questions about your work/life balance and business structure. And that’s where Jackie Meyer, CPA, comes in, offering hard-won insights to accountants everywhere on those very topics. 

Owner of her own CPA firm, creator of the Certified Concierge Accountant Mastermind group, and 3-time 40 under 40 CPA Advisor winner, Jackie has become a voice of reason in the swirl of the accounting industry. 

Here she talks to host Nate Hagerty about self-evaluation, workaholic tendencies, creating boundaries with clients, and capitalizing on practice value-adds to move an accounting firm from surviving to thriving. 

Connect with Jackie Meyer:

• www.jackiemeyercpa.com
• www.certifiedconciergeaccountant.com
• Accounting Firm Influencers Facebook group
• [email protected]

When you’re juggling soccer schedules, project deadlines, meal prep, responding to timely emails, and so on, it can be pretty overwhelming, and navigating the demands of both home and workplace can take its toll. 

That’s why in this Office Hours we’re focusing on productivity strategies for working moms (from working moms) -- and how best to support them in the workplace. Because working moms face unique challenges in the office, we want to acknowledge and discuss their struggles and provide resources to set them up for success.

One way we want to do that is to provide a platform for real working moms to share their experiences and the strategies they adopted that have helped (or not helped) to navigate these roles in the workplace and at home.

A few of TaxProMarketer's very own working moms were ready and available to lead this discussion: Bekah Greutman (Client Success Coach), Eugenia Brock (Director of Operations), and Jodi Schipper (Content Marketing Director).

Whether you’re a working mom looking to see how others are doing it or you’re a boss looking to create a more supportive environment, this session will be invaluable for implementing your own strategies.

The last three tax seasons have shifted a lot of tax and accounting professionals’ priorities. Some are considering shifting their pricing models. Others are trying to implement new marketing strategies to get better, more ideal clients. And there is a whole contingency looking for an exit plan to leave it all behind. 

Wherever you’re finding yourself on that spectrum, Michael Gordon (Not Your Basic Bean Counter) drops decades-worth of truth nuggets in this episode of the ProMarketer Podcast. Retired now, Micheal built a thriving CPA practice over many years and learned a thing or two about growing a business using strategies like “Take Mikey to Lunch”  and his own unique version of value billing.

Michael jumps into discussing the origins of Not Your Basic Bean Counter and how he gained a foothold into the realtor and renter’s association groups in his city becoming their go-to tax guy. In his practice, he built a culture that valued his workers and put relational connect as a top priority in their weekly meetings – something he thinks everyone should do in their business (big or small). 

When he began to approach retirement, he found that it wasn’t one big event or moment that brought on the shift, but rather taking baby steps. Now, he spends time advocating for fraud prevention in businesses, avidly reading the Association of Certified Fraud Examiners’ (ACFE) Report to the Nations. He even shares some juicy fraud stories with host Nate Hagerty (CEO TaxProMarketer) that’ll have you researching fraud prevention strategies. Michael is happy to share more – just shoot him an email ([email protected]).