The ProAdvisor Marketing Podcast: Recent Episodes
ProAdvisor Marketing
Designed for todays bookkeepers, accountants and tax pros, we are dedicated to helping you learn how to market your firm as we discuss the latest marketing strategies that are working right now.
Whether you’re just starting your firm or looking to maximize your marketing efforts, this podcast is for you. Packed with insights on how firms can grow their brand and online presence.
This podcast is hosted by Kristen Corey, a Marketing Expert in the Accounting space and founder of ProAdvisor Marketing.
and Erik Casarez, who co-founded a successful CPA firm and now helps others build the firm of their dreams through his company, ProAdvisor Brands.
Resources:
New Website: MediaBooks
www.mediabooksagency.com
New Podcast: The MediaBooks Podcast
www.mediabooksagency.com/podcast
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Yes - it’s true. The ProAdvisor Marketing Podcast is taking a bit of a break but I promise you, we are coming back with something even better.
Not only is this new project even more tailored toward accountants and bookkeepers but I am going to spill all the details on how I decided on pursuing this project, the strategy behind it, and where I am hoping it will take us!
Be sure to stay tuned for the big reveal - coming soon!
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
In this podcast episode, I go into the mind of someone looking for bookkeeping services. I Google search bookkeeping services, review what pops up, and check out a well known competitor to small bookkeeping businesses…Bench.
What are they doing right on their website and how can we make adjustments to provide our viewers with an even better experience?
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Yes - you read that right.
Perceived value is important. Too often are we struggling with whether we should increase prices, how much we should increase prices, and feeling undervalued.
All you may need to do is change the way you are perceived online to begin confidently increasing those prices to make more money.
Perceived value is heavily overlooked in accounting. Make sure you are not just getting by with the marketing essentials but investing in your online presence.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
My bad - we’ve never talked brand photography.
In this episode, I discuss whether you need brand photos, how to DIY brand photos, find a photographer, and prepare for shoot day.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Creating content can bring a lot of challenges for business owners. You may have writer’s block, feel like your content is not engaging enough, or be wondering why your content isn’t converting into sales.
One thing that can help you create more effective content is buyer personas. Buyer personas are designed to help you keep a specific person in mind while you create.
They can be helpful to business owners during many stages of business development - but are essential to marketers.
Resources:
Blog Article: What Social Media Platforms Should Accountants Be On?
https://proadvisor-marketing.com/freeresources/what-social-media-platforms-should-accountants-be-on
Hubspot Buyer Persona
https://www.hubspot.com/make-my-persona
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
You can’t be fully creative without making a few mistakes along the way - and I sure have! But it’s ok.
The small business world can be surprisingly forgiving despite a few blunders here and there.
In this podcast episode, I talk about my 3 biggest mistakes since starting ProAdvisor Marketing and a recent mistake that I am currently working to fix.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Email Campaigns have the highest ROI but when you sit down at your computer does your mind go…blank?
What are we supposed to include in campaigns and how do we get our audience to actually open them?
Email Campaigns are just another way to connect with your audience and when you provide value, you can’t go wrong.
In this podcast episode, I talk about how to make an introduction, provide value, and continue to build the relationship even after the signed engagement letter.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Like many of our podcast episodes, this one was inspired by a Facebook comment. We talk a lot about how to find clients but not specifically - where?
Is there a place we can go to build our client list? Or are we just mindlessly wondering and putting out content?
In this episode, I talk where to find clients vs how to find clients. How are these two concepts related to marketing and is one maybe more lead generation?
Resources:
Blog Post: What Social Media Platforms Accountants Should Be On
https://proadvisor-marketing.com/freeresources/what-social-media-platforms-should-accountants-be-on
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Email campaigns have some of the highest ROI - so how do we implement them into a marketing strategy? Do we just email people we know? How do we not sound salesy?
If you have a marketing strategy and are looking to put more emphasis on your email campaigns, check out this episode.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
In today’s podcast episode I talk how to make your content SEO friendly but first, I reflect on Disneyland.
Well, I add to the conversation from the Cloud Accounting Podcast, episode 271. If you haven’t listened, I highly recommend checking it out.
When you go to Disneyland you have this amazing experience from start to finish. That’s what makes Disneyland so great and why you are willing to pay hundreds (or thousands) simply for the experience.
If you want to charge more, how do we make the experience so great people are willing to pay a bit more?
One way to do that is to start with your marketing content.
To learn more about how I recommend making your marketing content experience-friendly, check out this episode.
3 To-Do’s:
1) Keywords - What words are you repeating & what is going to be searched for by the reader?
2) Pick A Title - What is going to be clickable & what is going to be typed into the search bar?
3) Putting the Content Together - Be sure to provide value, have paragraphs be short and scannable, and include headings / subheadings.
Resources:
Cloud Accounting Podcast
https://www.cloudaccountingpodcast.com/271
Niel Patel
https://neilpatel.com/blog/
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
There is a tool for everything now-a-days and the same holds true for SEO. In this episode, we are discussing 3 SEO tools that can help you tell your story. Not only are these tools fairly easy to use, it is also easy to implement changes to further improve your SEO.
Resources:
Episode 59: What Accountants Need to Know About SEO
https://proadvisor-marketing.com/the-pm-podcast/episode-59
Squarespace SEO Checklist
https://proadvisor-marketing.com/the-pm-podcast/episode-59
Hotjar
https://www.hotjar.com/
Answer The Public
https://answerthepublic.com
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
SEO is one of those intimidating marketing terms that is used often but actually a pretty complicated concept. In this episode we are going to define SEO, talk about what SEO is Not, what goes into SEO and how to know if you are practicing SEO correctly.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
I’m a total introvert. I can 100% notice when my energy levels are depleting during any sort of meeting or social interaction. As a business owner, this is a challenge but I have come up with a few ways to have my introverted ways and business owner mentality working together.
If you are an introvert or find yourself bouncing between being an introvert & extrovert, then this episode is for you. Part of getting your business going is going to require a lot from you, energy wise. Let’s make sure you are prepared.
3 To-Dos:
1) Time Block Calendar
2) Your ideal client should be an industry / group you are familiar with
3) Learn to say no
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
The great recession has us all in some major moments of self-reflection. So in this podcast episode, I throw in my 2 cents on how you know it is time to change careers.
I went from accounting to marketing, which may seem like a big and strange jump but when you hear the whole story, it just made more sense!
Let me know if you can relate.
Resources:
Bookkeeping Side Hustle - She has a great Facebook group, YouTube channel, and website with a ton of resources for those looking to start their bookkeeping business.
https://www.bookkeepingsidehustle.com
Michael Eckstein, on LinkedIn - Writes incredible copy that both entertains and educates accountants AND business owners.
https://www.linkedin.com/in/michael-eckstein/
Accountants Lounge - Provides tons of resources for accountants looking to for community.
https://www.ppllcaccounting.com/accountants
Ambitious Bookkeeper - Helps Bookkeepers transition from corporate to owning their own business.
https://www.ambitiousbookkeeper.com
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
In this episode, we talk identifying your target client and how to know if they are the wrong one for you.
Some of these may seem obvious but knowing the red flags can save you time, money, bad reviews, and maybe even some legal trouble.
3 Personas to Avoid:
1) Low-Baller Larry
2) Shady Shane
3) Disrespectful Dave
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
If you avoid niching it is probably for 1 of 2 reasons. Either (1) it is too soon in your bookkeeping career for you to know what kind of work you want to do. (2) You don’t want to limit yourself (which is a HUGE myth for niching).
In this episode, we discuss why niching actually can make your marketing more successful and how you can pick a niche.
3 Things to Keep in Mind:
1) What are you educated on?
2) What are you interested in?
3) Technical wise - what can you handle?
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
In this episode, we talk reels & why they suck - but are probably necessary.
We also discuss the 3 red flags of a marketing strategy. You have probably developed yours for 2022. If we were to sit down together to review it, here are some things I would first check for….
3 Red Flags:
1) You don’t go all in with your niche
2) It’s too ambitious / not doable
3) No plan
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
In this episode we discuss a very HOT topic….should ProAdvisor Marketing adopt branded bidets as part of our swag? And what is the weirdest / most unique swag you ever received?
…then we go into setting your marketing goals. It’s a little of this…little of that. We discuss personality quizzes to help you establish your goals and how to decide if the corporate life is not right for you.
It’s a lot packed into 30 minutes but we somehow maintain focus to cover it all. Check it out.
3 To-Dos:
1) Set 3, 5, and 10 year goals
2) Set SMART goals
3) Know what success means to you
Resources:
Traction by Gino Wickman
Enneagram
https://www.enneagraminstitute.com/
Myers & Briggs
https://www.myersbriggs.org/my-mbti-personality-type/mbti-basics/
Strengths Finder
https://www.gallup.com/cliftonstrengths/en/254033/strengthsfinder.aspx
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
We get it. You have so much on your plate right now, you could not possibly think about taking on another client. So why continue marketing?
Busy season can put us in some pretty crazy circumstances, don’t let neglecting your brand be one of them.
In this episode, we discuss how to handle your marketing and taking on new clients when things get tough. Who knows, you may even become more profitable with these tips. ;)
3 To-Dos:
1) Do not stop marketing
2) Do not make big changes during tax season
3) Start a waitlist if you are overwhelmed
Resources:
Download Our Analytics Template
https://view.flodesk.com/pages/61d279efa247a7a54199586d
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
2021 is done and we are looking to have a strong start to 2022…where to begin? In this episode, we talk about some ways to assess how 2021 actually went and a few ways you can prepare for the upcoming year. What should you be tracking and what trends should we be looking for…
3 To-Dos:
1) Start with your website view (unique views, leads / qualified leads)
2) Start tracking your data in excel / spreadsheets
3) Review your audience -> how much of it is your target audience
Resources:
Download Our Analytics Template
https://view.flodesk.com/pages/61d279efa247a7a54199586d
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Is there nothing more awkward than trying to sell your services? No one wants to be thought of as the sleezy salesperson. Sometimes this fear can cripple us so much we freeze and don’t act (or don’t sell).
Despite these reservations, being good at sales is essential for entrepreneurs. So how do we break out and tell our audience of our story? -> Check out our tips in this week’s episode.
3 To-Dos:
1) Come prepared
2) Create structure around your selling process
3) Do less talking
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Whether you are writing content for social media, your website, or email campaigns, it is important you address pain points and not problems.
In this podcast episode, we discuss how to identify those pain points in your audience, to then differentiate them between problems.
2 To-Dos:
1) Know your audience / become client obsessed
2) Follow influencers on social media / listen to podcast episodes that relate to your audience
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
One of the most important aspects of your marketing strategy should be consistency. Consistency is what helps us build trust over time so people can get to know us and eventually sign that engagement letter.
The only way to do that is to consistently show up with your marketing.
In this episode, we provide you with a few tips on how to stay consistent on social media no matter what time of year it is.
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
We frequently discuss the controversial subject of niching and why it can be beneficial for your business. However, today we took a different approach with how failing to niche can actually make your marketing more difficult.
Having a niche provides you with marketing advantages, so deciding not to select one will make it more difficult to attract new quality clients that you want to work with.
3 To Dos:
1) Do market research
2) Figure out specific keywords
3) Look for those specific communities online filled with people you want to work with
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
Imposter syndrome can work its way into many parts of our business. How do we continue to operate successful firms when at any moment it can feel like we will be ‘found out’?
In this episode, Erik shares how he fights imposter syndrome and Kristen discusses a few stories of times she felt it creep in.
3 To Dos:
1) Consider Niching
2) Work on your sales / marketing skills
3) Celebrate the wins & look for more!
Resources:
ProAdvisor Marketing
https://proadvisor-marketing.com
Facebook Group - The Meeting Room
https://www.facebook.com/groups/proadvisorsandaccountants
You’re doing everything right. You engage with your audience, you consistently post to social media, you even have a great website and logo to show off - but the sales just do not come.
What’s the next step? What are we missing?
In this episode, we talk about how to move forward when marketing seems to fall flat and you feel like you’re just talking into a void.
3 To-Do’s:
1) Plan ahead - if it’s seasonal
2) Conduct market research (internally & externally)
3) Get boots on the ground
Resources:
Ep. 38 - Business Owner vs. Freelancer
Facebook Group - The Meeting Room
ProAdvisor Marketing
As web designers, we are constantly considering the user experience. What does the person think when landing on your website, when they see your logo, and when they search your services.
How you display your services plays a major role in ensuring you properly communicate what you do and attracting those you can help.
Check out this latest episode to learn more about how to show your prices on your website.
3 To-Do’s:
1) Figure out your pricing model
2) Establish a quoting process
3) Select which option compliments your responses to 1 & 2
Resources:
How to Price Your Services - Blog Post
Facebook Group - The Meeting Room
How the heck did someone with a Masters in Accounting start a Marketing firm? Well, it didn’t happen overnight. And the switch from accounting to marketing wasn’t easy.
But now that I am here it’s pretty clear this is exactly where I am supposed to be.
Hope my story helps you find yours.
*Also, I share the time I found fraud. It was the best.
In a recent consultation, I was asked if I notice anything among our most successful clients. It had me thinking even after the call and I realized it came down to 3 points.
In this podcast episode, we talk about our most successful clients and the indicators they are on the road to success.
3 Questions to Ask:
-
Consider a Niche
-
Get Involved in Your Marketing
-
Be Willing to go Outside of Your Comfort Zone
Resources:
ProAdvisor Marketing
Episode 38: Business Owner vs. Freelancer
Facebook Group - The Meeting Room
Instagram is a great platform to promote your services - if done right. Otherwise, it can be a horrible time suck. If you are trying to figure out Instagram or whether your business should even be on the platform. This is the perfect place to start.
3 Questions to Ask:
-
Are you comfortable with Instagram?
-
Is your audience on Instagram?
-
Can you actively participate and engage on Instagram?
Resources:
New Year, New Business
Facebook Group - The Meeting Room
Hot Take! Cold messaging, is it effective? Can we really spam our way to success? Or is there just a right and wrong way to send a cold message?
3 To Do’s:
-
If you have the time, start sending cold messages
-
Make sure the content is suuuuper tailored to the recipient
-
Create an arsenal of content
Resources:
New Year, New Business
Facebook Group - The Meeting Room
There is a lot of misinformation out there about how to grow your firm. Are the random cold messages too good to be true? Do more followers equal more sales? We debunk it all in this episode.
3 To Do’s:
-
Take advantage of all opportunities presented to you
-
Know your audience
-
Follow the data, not the vanity (bar) metrics
Resources:
New Year, New Business
Facebook Group - The Meeting Room
A common subject that comes up in our podcast - so we dedicated an entire episode to the subject. What is the difference between a business owner and a freelancer?
This is a VERY important distinction when it comes to establishing a marketing strategy and learning about what marketing duties you should be taking on.
3 To Do’s:
-
Determine whether you want to be a business owner or a freelancer
-
List the tasks that you want to do
-
If you go the business owner route -> begin learning marketing
Resources:
New Year, New Business
Facebook Group - The Meeting Room
Podcast Notes:
We talk a lot about a marketing strategy but how do you actually develop one? In this episode, we walk you through our process of developing your own marketing strategy and what factors you should be considering.
3 To Do’s:
1) Check out our episode on Vision, Mission, & Values (EP 36)
2) Establish Goals
3) Be proactive with your content
Resources:
New Year, New Business
Facebook Group - The Meeting Room
Podcast Notes:
There’s so much to do - where to start?!
HERE - You start with your Vision, Mission, & Values. It is the first thing we do when establishing a brand. Today we are discussing what a vision, mission, & values is, how to create one, and how it can be helpful implementing it into your business.
3 To Do’s:
Establish your:
1) Vision
2) Mission
3) Values
Resources:
New Year, New Business
Facebook Group - The Meeting Room
Podcast Notes:
Theres a few misconceptions out there on marketing. It is assumed marketing is only needed when you need clients. Which is a harmful outlook to have!
Marketing is about brand awareness, elevating your perceived value, providing more value to your clients, and investing in your marketing so that one day when you do need clients - you have a community at the ready.
3 To Do’s:
1) Focus on the user experience
2) Find A Consistent Way to Market
3) Create Movement
Resources:
Website Week Signup
Facebook Group - The Meeting Room
Podcast Notes:
Possibly one of the most difficult elements to strategize for your website is the copy (or the writing / text). There are a ton of theories out there as to how to write good copy but we are tailoring our advice to those of you in the accounting industry.
What should you do when writing copy? What should you avoid? How do you write good copy when all we want to do is dig into the numbers. Rule #1 don’t overthink it. The rest, you can check out by listening to our latest episode.
3 To Do’s:
-
Know Who You Are
-
Review Your Services
-
Don’t Turn Them Into Accountants
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
SEO is one of the greatest ways to grow your online presence and is essential for showing up on Google. However, it doesn’t work for most accountants…well, most accountants we talk to.
Why isn’t SEO working for them and what changes can we make to improve our SEO?
3 To Do’s:
1) Name Your Images
2) No More Than 4 Lines
3) Answer Questions Before They Ask
Resources:
Website Week
Facebook Group - The Meeting Room
Podcast Notes:
In this episode, Erik and Kristen discuss How to Sell Your Story. This part is essential in making sure we increase that revenue but that doesn’t mean we all have the skill to sell.
As introverts, numbers people, or just those of us who like to keep things close - how do we sell? You may be surprised to learn that selling has less to do with extroverted personalities and the gift of gab and more to do with knowing your purpose.
3 To Do’s:
1) Identify Who Your Business is
2) Identify Who You Are
3) Watch The Market
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
In this episode, Erik and Kristen discuss the first year of ProAdvisor Marketing and how we grew from having not even a name, to a thriving community of accountants who are growing their businesses.
3 To Do’s:
1) Identify Who Your Business Is
2) Identify Who You Are
3) Watch The Market
Resources:
Facebook Group - The Meeting Room
Show Notes:
In this episode, all founders sit down and have a fireside chat. We talk about how I transitioned into marketing, my start at ProAdvisor CPA, and starting ProAdvisor Marketing.
Kristen talks about giving up her secure job. Rebecca talks the need for marketers in this space and Erik offers some branding 101 wisdom.
Resources:
ProAdvisor CPA Website
Facebook Group - The Meeting Room
Show Notes:
It doesn’t matter how great your marketing is, if you do not have a website to guide leads to, they will fall flat. Which is why it is so important to have a great website that attracts clients and build relationships with them that will convert into sales.
3 To Do’s:
1) Create A Specific Brand - What are your colors, fonts, logo variations…
2) Consider The Client Journey - What is the client’s next question?
3) Do A Website Audit - Ask family and friends to review your website. Ask they what they like & don’t like.
Resources:
Facebook Group - The Meeting Room
Show Notes:
Branding is more than just a pretty logo. There are actual psychological benefits and/or consequences of the colors and font you choose for your brand. So how do we decide? Where do we start? We talk about how to pick your colors and font to make sure it attracts your target audience.
3 To Do’s:
1) Identify your target audience
2) What emotions are your colors communicating OR what emotions do you want your colors to communicate?
3) Is your font representative of your brand’s personality?
Resources:
Facebook Group - The Meeting Room
Hubspot Persona Generator
Coloragraphy Chart
Color Preferences Graphs
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Show Notes:
There’s an app for that - nearly every part in a process has an application that could help with efficiency. So we are presenting you with our favorite apps that can help you make your marketing process more efficient, cohesive, and elevated.
2 To Do’s:
1) Pick a CRM / Email Campaign Software
2) Pick 2 platforms to begin your marketing
Resources:
Facebook Group - The Meeting Room
Show Notes:
Like most industries, the accounting industry is quickly changing. There is less focus on the specifics of how to record a journal entry or account for inventory and more focus is shifting to our ability to use new technology. Automation is quickly taking over and large accounting firms are supplying more and more services to small businesses.
So how do we adjust to the times? How can we make sure our tech skills are top notch so we can compete with the big guys? What can we do that automation can’t? We discuss it all in this weeks episode.
3 To Do’s:
1) Take a look at your business, what’s outdated? (i.e. paper, mail, receipt folders,)
2) Identify a process that could be smoother
3) Research applications that could help improve this process
Resources:
Facebook Group - The Meeting Room
Show Notes:
Email campaigns are one of the most popular ways to build trust with your audience. When it comes to actually sitting down and write that email campaign, that can be a bit of a challenge.
So we are going to talk about what sort of technology you can use, what you can write about, and how you can close that sale.
3 To Do’s:
1) Pick a platform that would serve you and your audience
2) Begin to build an email list
3) Draft your first email campaign
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
Networking is such a general term! What does it mean and how do you network? That’s everything we discuss in this episode. How even the most introverted accountant can find themselves networking with an entire room of leads.
2 To Do’s:
1) Look for live events in your area
2) Create your own business card
Resources:
Facebook Group - The Meeting Room
Content Creation
Podcast Notes:
It’s one thing to know who your target audience is, it is another to know where to actually find them! You may think social media is your only choice and while it is a great one - it isn’t your only option!
There are a ton of ways to connect with those who are in need of your services. It just takes a bit of research and time to find where they hangout online!
3 To Do’s:
1) Create your target customer profile
2) Join 3 - 5 FB groups where your target audience is
3) Ask an alliance / association if you can guest write an article for them
Resources:
Facebook Group - The Meeting Room
Content Creation
Podcast Notes:
Marketers have a reputation for not always being completely forthcoming. As a consumer, it can sometimes feel like they will say anything to make a sale. Which can make it completely impossible to work with a marketer you trust.
So we came right out and said it. Here are some lies told in the marketing industry and some truths you need to know before paying that invoice. Go into a conversation prepared or sort through the junk to get the information you need.
3 To Do’s:
1) Try out a new marketing method this month - see blog article, every type of marketing
2) Create a business profile on a social network that you are most comfortable with & optimize
3) Spend time daily networking with your audience
Resources:
Facebook Group - The Meeting Room
Content Creation
Podcast Notes:
Facebook Groups are the future of Facebook - but there are other ways to use them then creating your own. Joining a group and becoming an expert in the group is one of the best ways to bring in leads - but how do you do this without sounding like a used car salesman?
We break down how to build relationships with Facebook group communities and their owners. Your presence in the group does not need to be a point of friction and can actually be mutually beneficial for everyone involved. You just need a bit of a plan and some tack.
3 To Do’s:
1) Find 3 - 5 Facebook groups that collect your ideal clients
2) Connect with 3 of the group owners (introduce yourself or offer an affiliate deal)
3) Write 2 blog posts that answer a FAQ
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
We know advertising your services can seem like a quick fix to getting those leads, but it is not as easy as you may think. Creating online advertisements is both a science and an art. You can look at all the data, numbers, and stats behind an ad, but if your audience doesn’t bite then you can quickly find yourself wasting dollars.
So where should you advertise? It is a common question we get and one that doesn’t have a simple answer, so we broke down all the different ways to analyze in this episode. We talk costs, pros, cons, and how you can get the most out of your advertisements.
3 To Do’s:
1) Create an advertising budget
2) Check out the demographics from episode 13
3) Try a new type of ads for 1 month
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
Podcasting is quickly becoming one of the most popular ways to market your business. So if you are considering expanding your brand with a podcast - this episode is for you.
In this episode, we discuss the things you should consider before you hit record. A podcast can help your business build its online presence, but like any marketing method, it is going to require a good amount of work and commitment. Along with that, we want to make sure to set you off on the right foot. So let’s get started...
3 To Do’s:
1) Create a podcasting strategy (how often, how long, on what subjects?)
2) Research & decide on your tech
3) Brainstorm 3 ways to begin marketing podcast (guests, email list, website, ads, etc.)
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
We have talked a lot about how Facebook Groups are going to be the future of advertising on Facebook, but how do you actually grow a group in the first place?
There are a ton of ways to grow your group, but you don’t want to growth for the sake of growth. It is important you are attracting your ideal audience so members can turn into clients OR prophets of your services / group.
In this episode, we talk about important steps in setting up your group and then growing it. Take notes and let’s begin growing your online presence.
3 To Do’s:
1) Setup FB Group
2) Invite your target audience to join your group
3) Strategize 3 ways to advertise group (website, email, etc.)
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
Webinars are one of our favorite ways to boost your community! They establish you as a credible expert in your field and you can create some great content along the way. It’s like a super fruit of marketing - so many benefits!
Today we are talking about how to throw a webinar. At first, it can easily become overwhelming, but if you follow the plan you will create a successful event with a high ROI.
3 To Do’s:
1) Brainstorm 3 subjects you could speak on
2) Research a webinar software programs you would like to use
3) Sign up for 2 webinars
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
Whether you are a bookkeeper or tax accountant, you likely have 0% capacity when it comes to marketing your services. The big caveat here is that it is the BEST time to promote your services, with the highest ROI. So whether you are approaching tax season or already find yourself in the thick of it, you must take advantage of the market.
We understand you have incredibly limited time. So we rounded up some of the quickest ways to market your services and plan for the tax season.
3 To Do’s:
1) Try out one of these marketing methods - TODAY
2) Calculate how many additional clients you could take on this tax season
3) Create a marketing budget
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
In marketing it is important to stay ahead of the trends, or at least catch them early on. Which is why we are quickly promoting the use of Facebook groups! Facebook groups are becoming the newest way to showcase your business for many reasons, but the main one -> it’s effective!
Facebook has come out saying they will primarily be investing everything they got into Facebook groups. This is a huge hint that it is something we should all be preparing for! Not only does Facebook see value in groups, but marketers are finding them to be a much more effective way to market a business than the traditional Facebook pages.
If you want to learn more about Facebook groups - then this is the episode for you!
3 To Do’s:
1) Create a facebook group with a purpose for your business
2) Invite all those that liked your Facebook page, to join your facebook group
3) Schedule 1 weeks worth of content for your fb group
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
We love Canva! But we recognize it has a few limitations. Canva is great for the day-to-day operations of your business, but there are a few things you should absolutely not use Canva for.
In this episode, we go into the different ways you can use canva to your benefit, while some other options you should turn to when Canva falls short.
3 To Do’s:
1) Create a Canva account and start testing out their social media tools
2) Find another unique template to incorporate somewhere in your processes
3) Check your logo on various platforms - is it blurry?
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
Before we even establish a brand or website, accountants often want to ask us, “what social media platforms should I be on?” It is an understandable question. There are so many options and you can become easily overwhelmed with the public opinion on what your social media presence needs to look like.
In short, social media for accountants is not one size fits all. It is going to depend on your business, the services you offer, and WHO you want to work with. Once you have that decided, you then need to consider the demographics and barriers to entry for each platform.
In this episode, we dig into the demographics and barriers to entry for each platform, Facebook, LinkedIn, Instagram, Twitter, and a few other favorites. Give this episode a listen if you are ready to begin optimizing your online presence.
3 To Do’s:
1) Figure out who you want to work with - target audience
2) Consider these demographics and pick 1 - 2 to optimize
3) Plan content & create for the next 3 months
Resources:
Social Media Demographics
Facebook Group - The Meeting Room
Podcast Notes:
More and more big businesses are starting their own bookkeeping practice for small to midsize businesses. A big change for the accounting industry but can induce anxiety in those who own bookkeeping practices.
How do we compete?
We broke down 5 ways small bookkeeping and tax businesses can compete with these big names. It can be done, all you need is a bit of strategy.
3 To Do’s:
1) Build Online Presence
2) Research what you offer that your competitors CAN’T
3) Begin to research niche’s you could establish yourself as an expert in
Resources:
Email Signature Tool
Facebook Group - The Meeting Room
Podcast Notes:
Kristen Corey got her start in the marketing world with blogging, so it is no wonder why ProAdvisor Marketing is consistently creating articles that attract new leads. We now want to share our process with you!
Blogging is one of the easiest ways to gain credibility and trust with your audience. Not only does it establish you as a professional, but it helps with your SEO -> how you get found online. Follow these guidelines on how to create a blog post that is fully optimized. You will find that it is much easier than you think!
3 To Do’s:
1) Brainstorm weekly website content (blog, podcast, list, etc.)
2) Create a process that includes those 5 points
3) Come up with topics for the next 3 months
Resources:
Email Signature Tool
Facebook Group - The Meeting Room
Podcast Notes:
Marketing is all about getting potential customers to know, like, and trust you. One of the best ways to do this is with email campaigns. If a potential customer wants to get to know you more and finds value in what you do, getting their email is going to be an excellent way to turn them into a client.
Today we are discussing how you can grow your email list. Make sure your ads don’t lead to dead ends and monopolize on the little connections you make when networking. Give it a listen!
3 To Do’s:
1) Write down 2 ways you are going to grow your email list
2) Find an email campaign tool you like
3) Add Value (jab, jab, jab, punch = give, give, give, sell)
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
You keep financial records, but do you keep marketing records? Just as your financial statements help you understand your business better, marketing records can help you understand your sales better. Where are you generating the most income? Do you have peak and low seasons? Should you maybe invest in some sales training?
We are talking how to audit your marketing and how to then set new goals for 2021!
3 To Do’s:
1) Create a marketing tracker & schedule updates
2) Acct / FIN Numbers -> Marketing goals, work backwards
3) Establish 3 metrics that you can start managing today
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
Why do you need a target audience? Turns out it may be the main reason your marketing efforts are falling on deaf ears. Having a target audience is more than just declaring who you do work for, it is the process of identifying who you like to work with and making sure your message is targeting those unique groups.
Is your marketing targeting your ideal client?
3 To Do’s:
1) Identify WHO you want to work with. Identify your niche, then target a Customer Profile.
2) Identify your Buyer Personas
3) Review your marketing materials, website, online presence - does it resonate with your target audience?
Resources:
Facebook Group - The Meeting Room
Podcast Notes:
In this episode of The ProAdvisor Marketing Podcast, we throw it back to a webinar we hosted, How To Grow Your Business During A Pandemic.
We brought in 3 fabulous speakers who shared how they managed to grow their business, despite the shaky circumstances this last year.
You are going to want to grab a notepad and pen for this one!
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website
Podcast Notes:
Struggling to pick a name for your business? This is one a lot of new business owners can get hung up on. You want to pick something that pulls in leads but is not super common.
In this episode, Kristen and Erik give you some tips and tricks on how to pick a name that represents YOU and your business.
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website
Podcast Notes:
You know you need to be on social media in order to grow your business - but why is it so hard? Why do your posts have so little engagement? Why is it not generating any sales?
We discuss the 3 likely reasons your social media content is failing to build an audience and increase sales.
3 To-Do’s:
Don’t Ghost
Build Authentic Communication
Make it Pretty
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website
Podcast Notes:
How do you get your first client? It’s one of the most common questions we get when talking with accountants and bookkeepers. So we needed 3 episodes!
We created a 3 part series all covering how to get your first client. You are likely going to face some challenges with getting your first client that will melt away over time. So if you are just starting out, this one is for you.
Give it a listen to learn about what you should start doing if you are trying to get your first client.
3 Keep Doing To-Do’s:
Educating Yourself - You’re listening to this podcast!
Make a plan and stick to it
Be human
Series Episodes:
(1 of 3) What You Should Start Doing - How To Get Your First Client
(2 of 3) What You Should Stop Doing - How To Get Your First Client
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website
Podcast Notes:
How do you get your first client? It’s one of the most common questions we get when talking with accountants and bookkeepers. So we needed 3 episodes!
We created a 3 part series all covering how to get your first client. You are likely going to face some challenges with getting your first client that will melt away over time. So if you are just starting out, this one is for you.
Give it a listen to learn about what you should start doing if you are trying to get your first client.
3 (NOT) To-Do’s:
Making everything an advertisement
Be everything to everyone
Neglect your website
Series Episodes:
(1 of 3) What You Should Start Doing - How To Get Your First Client
(3 of 3) What You Should Keep Doing - How To Get Your First Client
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website
Podcast Notes:
How do you get your first client? It’s one of the most common questions we get when talking with accountants and bookkeepers. So we needed 3 episodes!
We created a 3 part series all covering how to get your first client. You are likely going to face some challenges with getting your first client that will melt away over time. So if you are just starting out, this one is for you.
Give it a listen to learn about what you should start doing if you are trying to get your first client.
3 To-Do’s:
Know Your WHY
Network (even virtually)
Don’t stick to one way to market
Series Episodes:
(2 of 3) What You Should Stop Doing - How To Get Your First Client
(3 of 3) What You Should Keep Doing - How To Get Your First Client
Resources:
Every Type of Marketing And How it Can Be Implemented Into Your Business
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website
Podcast Notes:
Who are we and why did we start a podcast? On this Pilot episode of The ProAdvisor Marketing Podcast, we are discussing the hosts, Kristen Corey & Erik Casarez.
Why did they start ProAdvisor Marketing and how did they gain experience in both the marketing AND accounting field?
If you want to get to know us, check out this episode!
Find The Podcast Here:
Apple Podcasts
Podchaser
The Website