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.

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Highlights:

  • The pro-bono client
  • Mistakes the client was making & how he was helped
  • The ‘No pitch’ and ‘All pitch’ mistakes
  • Adding value by nurturing lists
  • TaxProMarketer’s resources

Resources Mentioned in this episode

Connect with Nate Hagerty

Thanks to our Sponsor

This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.

Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, and a Yelp Ads Certified Partner.