The ProMarketer Podcast
Episodes
Get More Accounting Clients With An Effective Sales Funnel
13 Feb 2026
Contributed by Lukas
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 t...
Accounting Firm Growth in the Age of AI
04 Feb 2026
Contributed by Lukas
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 l...
The Simple Tax Season Marketing Move To Get More Clients
28 Jan 2026
Contributed by Lukas
"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 re...
Google Ads for Accountants: Building Campaigns That Get Results
23 Dec 2025
Contributed by Lukas
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...
5 Digital Marketing Tactics to Ready Your Accounting Business for 2026
24 Nov 2025
Contributed by Lukas
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 Noa...
Getting Your Accounting Firm to Rank Higher on Google Maps & Search
23 Oct 2025
Contributed by Lukas
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 ho...
How to Scale an Accounting Firm Without Burning Out with Chase Damiano
17 Oct 2025
Contributed by Lukas
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 TaxProMarkete...
Grow Your Small CPA Firm with Google Ads
26 Aug 2025
Contributed by Lukas
CPAs, accounting professionals, and tax practitioners across the country have been BURNED by PPC and Google Ads. Many of them are completely convinced...
7 Digital Marketing Strategies for CPAs to Dominate Online
26 Aug 2025
Contributed by Lukas
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, ...
What the Best Accounting Firms Are Doing Differently – with Gary DeHart
09 Jun 2025
Contributed by Lukas
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 w...
IRS Layoffs, Automation & the New Era of Tax Pros with Andy Frye
07 May 2025
Contributed by Lukas
The IRS is shrinking. Are you ready to step up? With fewer people at the IRS answering phones, solving problems, and explaining issues, who's left ...
Social Media Marketing Your Tax Business Requires This
11 Mar 2025
Contributed by Lukas
Navigating today's social media landscape for your tax and accounting business isn't easy. But with the right approach, you can use social media to bu...
How to Convert Leads into Paying Clients For Your Accounting Business
14 Feb 2025
Contributed by Lukas
Getting clients is hard enough – but getting them to stick around is even harder. And if you don't know how to convert your leads into clients, you ...
Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn
16 Jan 2025
Contributed by Lukas
Yes, the IRS makes your job hard. But knowing the ins and outs of IRS processes can actually make your firm more profitable AND sustainable. Business ...
Ad Campaign Strategies for Getting Better Clients
10 Dec 2024
Contributed by Lukas
You don't just want more clients this tax season – you want better clients. And to find them, you need a targeted approach that goes beyond your bas...
CFO Services: The Key to Making More as an Accountant – with Adam Lean
27 Nov 2024
Contributed by Lukas
As an accountant, do you feel stuck trying to grow your firm? Making more money requires taking on more clients or working more hours – which you li...
Earmark CPE's Blake Oliver on Modernizing Your Accounting Business
24 Jun 2024
Contributed by Lukas
The modern workforce is changing RAPIDLY, and it's taking the tax and accounting industry by storm. Accountants like Blake Oliver have their eyes o...
ERC Due Diligence for Tax Professionals with Catherine Tindall
05 Jun 2024
Contributed by Lukas
Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it's turned out to be a big problem for th...
Building a Better Accounting Business with Ryan Lazanis
10 Apr 2024
Contributed by Lukas
Sleepless nights… Marketing blunders… Terror clients… Business demands… Running your accounting business doesn't have to loo...
Demystifying BOI Reporting: Navigate the CTA with Confidence with Mike Gordon
14 Feb 2024
Contributed by Lukas
With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are...
The Future of AI in Accounting with Dave Hartley
16 Nov 2023
Contributed by Lukas
As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be pr...
Business Growth for Tax Professionals with Anthony Mauriello
13 Oct 2023
Contributed by Lukas
Every small business owner will experience business growth—at least they should. With growth comes new opportunities, and new challenges to overc...
Hiring Guidance for Your Accounting Business
15 Sep 2023
Contributed by Lukas
Don't get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see f...
Employee Care - The Secret to a Thriving Workplace
16 Aug 2023
Contributed by Lukas
Want to know the secret sauce to a thriving workplace and loyal employees? It isn't necessarily compensation or benefits. It's something known as empl...
CFO Services Are the Future of Accounting with Adam Lean
22 Jun 2023
Contributed by Lukas
In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can't b...
Selling Can Be Fun for Accountants with Michelle Weinstein
11 May 2023
Contributed by Lukas
Ever put selling and fun in the same sentence? If you're like a lot of tax professionals and accountants, you shudder every time you have to thin...
Seize These Accounting Opportunities with Roger Knecht
02 May 2023
Contributed by Lukas
Accounting opportunities are exploding right now. Many long-time accountants are on the verge of retirement. Others are jumping ship to new caree...
How to Grow Your Business (Sustainably) with Andy Frye
17 Mar 2023
Contributed by Lukas
When figuring out how to grow your business, where can you find training tuned into your specific needs as a tax professional? How much do you priorit...
Moving Beyond Hourly Rates with Loren Fogelman
02 Feb 2023
Contributed by Lukas
If you could make one change in your practice with the goal of refreshing your workload, increasing profit, and reducing stress, what would it be? ...
Using LinkedIn Correctly with Anthony Simonie and Donald Stojack
30 Jan 2023
Contributed by Lukas
As we turn ourselves towards 2023, lead quality is king. There are things you can do to *attract* the right kinds of prospective clients to your pr...
Secrets to PPC Advertising with Christian Jones & Ben Greutman
23 Jan 2023
Contributed by Lukas
Want non-local clients? If so, then this episode on PPC advertising is for you. Of course, there are MANY reasons to invest in advertising-fueled g...
Accounting & Tax Services Done Right with Andrea MacDonald
13 Jan 2023
Contributed by Lukas
With the 2023 tax season upon us… do you find yourself appreciating working in accounting & tax services or is it more like the onset of dread as yo...
Optimization Insights for Your Website & Local Listings
05 Jan 2023
Contributed by Lukas
Spend a lot of money on a beautiful website but still can't seem to get leads? Struggling to get on page 1 of the search results? If you hav...
Building Your 2023 Online Marketing Plan
09 Dec 2022
Contributed by Lukas
Are you ready for 2023? Ooh nelly, what we all thought would be a pretty "easy" tax season (in relative terms to the nightmarish last three busy se...
Being Authentic in the Accounting and Tax World with Carlos Samaniego
05 Dec 2022
Contributed by Lukas
In the accounting and tax world, it's easy to trudge through the daily workflow without building relationship with clients and marketing your services...
2023 Accounting and Tax Marketing Playbook
23 Nov 2022
Contributed by Lukas
When we speak with accounting and tax pros one on one about their marketing, this is what we often hear: I have an outdated website. My local SE...
The Future of Accounting with Ryan Lazanis
26 Oct 2022
Contributed by Lukas
As you're probably aware, the tax and accounting world isn't known for being the most cutting edge industry. Some practices still operate the exact sa...
Attract, Hire, and Retain Employees with Argel Sabillo
21 Oct 2022
Contributed by Lukas
There are stages to a business, and very soon you realize that once you've hit six figures in revenue, you can stay in that desert for a LONG time… ...
Thriving in Your Niche Market with Brandon Hall
30 Sep 2022
Contributed by Lukas
Nowadays, anyone can create a social media page and broadcast opinions on how to structure your tax and accounting business (and believe us, we've see...
Freedom to Grow in Accounting Services with Caleb Jenkins
22 Sep 2022
Contributed by Lukas
You might have someone on your team with an incredible knack for tax and accounting services. They love engaging with clients, are a whiz with nu...
One of Many Marketing Principles with Jassen Bowman
03 Sep 2022
Contributed by Lukas
We hate to break it to you, but… The internet is not special. It's just one of many marketing principles to lay hold of (albeit - a necessary o...
Credibility: The Secret Formula to Business Success with Mitchell Levy
24 Aug 2022
Contributed by Lukas
We're sure you've been flummoxed by some tax and accounting firms' failure to reach new potential client pools while simultaneously others experience ...
2023 Tax Season Predictions to Consider with Andy Frye
04 Aug 2022
Contributed by Lukas
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 ...
Dialing in on Cybersecurity with Hossein Dadkhah
28 Jul 2022
Contributed by Lukas
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 to...
Riding the Tax Resolution Rocketship
15 Jul 2022
Contributed by Lukas
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 profession...
An Enduring Accounting Practice Depends on Pricing Structure with Michelle Weinstein
01 Jul 2022
Contributed by Lukas
With inflation in the air, it seems only natural to talk about PRICING with you. Specifically, yours. Regardless of the inflationary realities you ...
Finding Passion Through All Tax Seasons with Roger Knecht
24 Jun 2022
Contributed by Lukas
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 no...
Rediscovering Joy in Your Accounting Practice with Seth Fineberg
08 Jun 2022
Contributed by Lukas
Small businesses truly are the lifeblood of the U.S. economy. And behind those businesses are accountants, bookkeepers, and tax practitioners, guiding...
Finding a Way from Burnout to Thriving in the Tax Industry with Jackie Meyer
03 Jun 2022
Contributed by Lukas
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 jumpi...
Productivity Strategies for Working Moms
27 May 2022
Contributed by Lukas
When you're juggling soccer schedules, project deadlines, meal prep, responding to timely emails, and so on, it can be pretty overwhelming, and naviga...
Decades Over Hours - One CPA's Billing Mindset with Michael Gordon
19 May 2022
Contributed by Lukas
The last three tax seasons have shifted a lot of tax and accounting professionals' priorities. Some are considering shifting their pricing models. Oth...
Why You Should Include Accounting and Bookkeeping Services in Your Tax Practice with Kate Johnson
29 Apr 2022
Contributed by Lukas
Right now, business owners are desperately searching for people they can lean into for real guidance on business matters. There's a goldmine of prospe...
The Way Forward for Business Growth with Joe Woodard
27 Apr 2022
Contributed by Lukas
With a tax code that keeps morphing and clients who demand tax return happiness at a going-out-of-business price, it's no wonder tax practitioners are...
Productivity Hacks and Best Practices
14 Apr 2022
Contributed by Lukas
COO Troy Lakey and Director of Client Support Katherine Hershberger join CEO Nate Hagerty and Vice President Christian Jones for an important conversa...
The Why-Behind and How-To for Raising Prices in Your Firm with Michelle Weinstein
08 Apr 2022
Contributed by Lukas
Raising prices is becoming standard practice in businesses across America as inflation strikes and supply chains dry up. Couple that with the growing ...
10+ Things Key to Building Your Marketing Framework
05 Apr 2022
Contributed by Lukas
When you signed up with TaxProMarketer, you were looking to build a marketing framework that would get your business visibility and get you lead gener...
How Optimizing Workflow Can Help Scale Your Firm with David Cristello
30 Mar 2022
Contributed by Lukas
Workflow troubles in your accounting firm? Deadlines piling up and keeping you up at night? Or worse –- falling through the cracks? When moment...
6 Mistakes to Avoid in Your Marketing This Year
10 Mar 2022
Contributed by Lukas
Christian Jones (TPM Vice President), Ben Greutman (Director of Innovation), and Troy Lakey (TPM COO) coming at you with the six most notorious mistak...
Building a Marketing Plan in 2022 That Works
08 Dec 2021
Contributed by Lukas
One of the primary ways people mess up their business is by larding it with unnecessary layers of complexity. Whether that's by org charts, sales p...
How These Tax & Accounting All-Stars Shifted into Growth Mode
17 Nov 2021
Contributed by Lukas
There's a shift that occurs in the lifespan of a business -- universal to EVERY industry -- in which "success" by most metrics is assured. You can ...
What a PTIN Form Change Means for Accountant Data Security with Andrew Lassise
12 Nov 2021
Contributed by Lukas
There are a lot of reasons people trust tax pros and accountants to manage their tax situations, but probably the biggest one is they need someone the...
Tax & Accounting Firm Marketing: State of the Union
26 Oct 2021
Contributed by Lukas
In this brand new podcast, our CEO's Tax and Accounting Firm Marketing State of the Union for 2021, we give the five big shifts happening in the tax a...
Spotlight Series: "The real magic occurred when we niched"
08 Oct 2021
Contributed by Lukas
Tune in to hear a pair of successful accounting professionals who have niched their services to a specific clientele and made significant inroads into...
How One Client Used Value-Added Services To Grow His Practice
27 Jul 2021
Contributed by Lukas
CEO Nate Hagerty sat down recently to talk with long-time client Dean Owen, a CPA based in Kentucky who has successfully grown his practice to 13 empl...
Is this the perfect complement to your existing practice?
20 Jul 2021
Contributed by Lukas
I'm not sure if you're aware of it, but every year, 5 and a half MILLION parents get ready to send their kids off to college. And … most of them ...
"I love to do taxes, but I have to run the business too."
01 Feb 2021
Contributed by Lukas
We love hearing successful business stories. Ann Hartz, CPA from Des Moines, Iowa, worked to grow from a solo practitioner practice with 100 client...
The Maps App is Becoming A Social Media Tool
08 Jan 2021
Contributed by Lukas
Yep, you heard that right. It's a new, under-the-radar shift (that Google didn't announce) that provides a "newsfeed" of sorts of content from frie...
Attract High Paying Clients With 3 Simple Methods
05 Jan 2021
Contributed by Lukas
Over my past 17+ years helping tax professionals like you, I've heard many people say that they "didn't want to market themselves" or that "salesmansh...
Case Study: From 1 Tax Lead Per Month to 3-5 Tax Leads Per Week
29 Dec 2020
Contributed by Lukas
Most tax or accounting firm owners know that they can genuinely help taxpayers and business owners keep more money in their pocket, and once they get ...
How To Dominate Online
11 Dec 2020
Contributed by Lukas
There are some basic assumptions to be familiar with when starting any marketing conversation related to your tax or accounting firm. You need mo...
Spotlight Series Interview: Teri Suddard
06 Nov 2020
Contributed by Lukas
Join us for the next in our Spotlight Series as Nate Hagerty interviews Teri Suddard, a lifetime Delaware tax firm owner about how she's pivoted to ch...
Let's Grill a Top SBA Lender
30 Oct 2020
Contributed by Lukas
PPP Questions? Bring them on. Because how often do you get the opportunity to pick the brain of the CEO of the nation's leading non-bank SBA lender...
Double Your Tax Season Profits: How To Grow A Tax Preparation Business with Chauncey Hutter, Jr.
12 Oct 2020
Contributed by Lukas
Back in the early 2000's, Nate Hagerty was the Marketing Director of a tax firm that grew from one little tax and accounting office ... into a multi-o...
Ninja-Level Tactics For Successful Marketing For Accountants and Tax Pros
24 Sep 2020
Contributed by Lukas
We were reviewing some marketing data in our office recently, and my oh my, was it fun. We're seeing massive increases across the board in traffic,...
Tax Marketing Ideas To Grow A Multi-location Tax Practice
14 Sep 2020
Contributed by Lukas
Anyone can slap up a Facebook page or a website and proclaim themselves an expert these days, even when it comes to tax marketing ideas. And we're ...
Questions Before Starting Online Marketing with Christian Jones
24 Jun 2020
Contributed by Lukas
One common problem that arises when working with web designers is that they get paid to create a website and once that work is complete, they're done....
Big Mistakes with Websites and Relationships with Nate Hagerty
24 Jun 2020
Contributed by Lukas
It's very frustrating when a business owner uses different marketing techniques in an effort to promote and grow their business, but these efforts bea...
Big Mistakes with Advertising and No Pitch with Nate Hagerty
24 Jun 2020
Contributed by Lukas
Many CPA/tax firms make the mistake of not focusing on using a relationship-oriented approach in their marketing efforts, throwing money blindly at on...
Marketing CPA/Tax Firms with Nate Hagerty
09 Jun 2020
Contributed by Lukas
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 d...