This course is designed for firm principals and/or those who run the marketing efforts for business development and new client acquisition for their business.
CPA - small firm
CPA - medium firm
If you think slapping up a website and posting to social media is all that’s needed to rake in the leads for your tax or accounting firm, you are wrong.
Unfortunately, not only are you wrong, but you are missing out on the epic gold rush of new business that this COVID-19-snapback season is still bringing. Our TaxProMarketer clients report massive surges in lead flow, new client acquisition, and the ability to “pick and choose” new pre-qualified clients.
But this didn’t happen by accident. Nor did it happen by relying on “one” singular strategy (like paying for ads to squeeze prospects through a high-pressure sales funnel or cold email prospecting).
In this brand-new session, Nate Hagerty, CEO of TaxProMarketer Agency, and his team will show specific examples of strategies they’ve used on behalf of hundreds of tax and accounting firms across the country during this epic tax season. The results they’ve accomplished have brought about massive growth on behalf of their clients.
Even better, you will walk away from this session with a specific digital marketing blueprint customized for your practice.
Learning Objectives:
- Identify the primary marketing channels that you simply cannot ignore in 2020-2021
- Recall the online marketing best practices that still work and the surprising tactics that don’t
- Determine how to say goodbye to “funnels” and say hello to the “online marketing relationship journey”
- Identify how you can make simple strategy shifts to embrace the new online marketing realities
- Determine what marketing tasks to outsource and how to implement elegant automation triggers for your existing client list to increase your revenue
With a youth ministry background, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.
This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia, and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia, and the UK make more money and grow their companies.
Having founded and sold his first business by the age of 30, Mr. Hagerty (a Mensa member) is a 3-time "40 Under 40" honoree by CPA Practice Advisor. He has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).
He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a youth minister), his passion for effective and clear communication (informed by his English degree from the University of Virginia), and a gift for writing copy that sells. He is married and has six children, four of whom he and his wife adopted from Ethiopia and Uganda.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
TaxProMarketer 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 staff serve 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 these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and 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.