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Podcast Episode #17: Email Marketing for Tax Firms with Nate Hagerty & Christian Jones

  Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of email marketing in your tax practice. We discuss why you need it, how to optimize it, the type of emails to send, how frequently, and how this helps converts leads into paying clients.. To schedule a chat …

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Free Webinar: Email Marketing to Grow Your Tax Firm

Email is the backbone of every digital marketing strategy, in every industry. Not social media. Not search ads. Not even – dare I say it! – SEO. <gasp!> Email. Despite the rise of social media and messaging systems like Slack (ahem, anybody remember Internet Relay Chat???), email is still the primary business communication tool in use today. …

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Podcast Episode #15: Using Google My Business for Tax Firms with Nate Hagerty & Christian Jones

Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of your Google My Business profile. We discuss why you need it, how to optimize it, and how it helps you be seen by prospective new clients. To schedule a chat with with the TaxProMarketer team, visit TalkToTPM.com. To …

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The marketing tactic of the times

In the October issue of The Profitable Accountant, we are covering a marketing tactic that is clearly a sign of the times in which we live. But, it’s definitely not new. In fact, I started doing initial testing on this marketing tactic in my tax firm in Q4 of 2013, and rolled it out in production mode in 2014. It was an excellent addition to the marketing mix of my firm, and had the additional benefit …

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Podcast Episode #13: IRS SB/SE Enforcement Priorities with Eric Hylton and Darren Guillot

Eric Hylton, Commissioner of the Small Business/Self-Employed (SB/SE) Division of the Internal Revenue Services, and Darren Guillot, Deputy Commissioner for SB/SE Collection and Operations Support, join us to discuss IRS enforcement priorities, the resumption of Collection and Examination activities, and other important information that tax professionals need to know as the IRS works with taxpayers …

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Podcast Episode #12: Embracing Advisory Services with Martin Bissett

It’s more important than ever that accountants embrace providing advisory services to their clients, rather than just providing compliance. Those that choose advisory will prosper; those that don’t will find themselves losing more and more clients to automation technology. Martin Bissett is the founder of the Bissett Group in Lancashire, UK. He is the author …

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Podcast Episode #11: Marketing Lessons for Accountants from a Real Estate Agent with Chris Lopez

In this episode, we explore marketing lessons applicable to all professional service providers, including attorneys, CPAs, Enrolled Agents, and tax preparers — but from another industry. Many of the best marketing lessons are, in fact, taken from other industries and modified and applied to our own. Chris Lopez is a real estate agent in Denver, …

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Podcast Episode #10: Digital Marketing Fun Times with Nate Hagerty

Nate Hagerty is the founder and CEO of TaxProMarketer, a digital marketing agency serving tax and accounting professionals across the United States and Canada. Nate has been recognized three times by CPA Practice Advisor as a “40 under 40” honoree, and is the author/editor of the Amazon best-selling books Breaking the Tax Code, volumes 1 …

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