Many CPA/tax firms make the mistake of not focusing on using a relationship-oriented approach in their marketing efforts, throwing money blindly at online advertising, or setting very low prices. However, what they need is good strategies for advertising to prospects, new and existing clients, and cross-selling additional services without being too salesy. 

Nate Hagerty, the host of this show, is the CEO of TaxProMarketer, a leading marketing agency serving CPA & tax firms. He started the company in 2007 and has served thousands of firms. His team handles all kinds of services so the CPAs just take care of their clients without worrying about marketing, SEO, web conversion, Google advertising, etc. Nate is a member of Mensa and is a multi-year honoree of the CPA Practice Advisor "40 under 40".

Dr. Jeremy Weisz flips the script in this episode to interview Nate Hagerty about some common advertising mistakes accounting & tax firms make, the importance of nurturing lists, and when to make a pitch during advertising.

Every CPA or tax firm wants to get more clients and grow. Now that things are continually moving towards the cloud or online space with mobile phone dominance everywhere, these professionals know they need to have an online presence that actually brings them ROI and not just paying for some cheap website service that doesn't bring in business. 

CPA & tax firms need someone to take them by the hand and do these things for them. Which is what Nate does.

Nate Hagerty is the CEO of TaxProMarketer, a leading marketing agency serving CPA & tax firms. He started the company in 2007 and has served thousands of firms. His team handles all kinds of services so the CPAs just take care of their clients without worrying about marketing, SEO, web conversion, Google advertising, etc. Nate is a member of Mensa and is a multi-year honoree of the CPA Practice Advisor "40 under 40".

Dr. Jeremy Weisz flips the script in this first episode to interview Nate Hagerty about the reasons for starting his company, CPA/tax firms’ biggest pain points, and how to onboard new customers seamlessly.