The Modern CPA Success Show

Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker


Listen Later

“I've talked to a lot of firms who say that they can't take on new business between February and April. I think that's a mistake because that's when business owners are feeling the most pain around their financials, so that's when they most need help and want to talk to someone. But they'll often just turn off the marketing during those months. So, that's the best time to be connecting with potential clients because that's when they're feeling the need most acutely.” – Matthew Banker 


The finer details of this episode:

  • The importance of understanding your customers and what they need
  • Creating a clear and consistent message that resonates with your customers
  • Viewing marketing as an investment and working with a knowledgeable marketing partner

 

Episode resources:

  • Summit CPA website – www.summitcpa.net
  • Email us with questions – [email protected]
  • Marketing for Accounting Firms - Benchmark Growth Marketing
...more
View all episodesView all episodes
Download on the App Store

The Modern CPA Success ShowBy Summit Virtual CFO by Anders

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like The Modern CPA Success Show

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

260 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

76 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

270 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

453 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

86 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

Creative Agency Success Show by Summit Virtual CFO by Anders

Creative Agency Success Show

9 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

22 Listeners

Building the Premier Accounting Firm by Roger Knecht

Building the Premier Accounting Firm

13 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

24 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

39 Listeners

The Young CPA Success Show by Hannah Hood, Joey Kinney, Summit Virtual CFO by Anders

The Young CPA Success Show

4 Listeners