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The ProMarketer Podcast

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Rating
★★★★★
5
from
10 reviews
This podcast has
78 episodes
Language
English
Explicit
No
Date created
2020/06/15
Latest episode
2026/02/04
Average duration
44 min.
Release period
31 days

Description

The ProMarketer Podcast discusses marketing for accountants and tax professionals, featuring pro tips, success stories, expert interviews, and current strategies to build up your firm in the easiest and most efficient way possible. Since 2023, host Christian Jones has been the CEO of the leading agency providing marketing for accountants, bookkeepers, business advisors, and tax professionals. Learn more about Christian at linkedin.com/in/christian-jones-44b18346.

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Check latest episodes from The ProMarketer Podcast podcast


Accounting Firm Growth in the Age of AI
2026/02/04
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 letting Google's AI Overviews give them guidance. They're putting their trust in AI platforms to answer their questions and help them decide which accountant they should trust.    And as the search rules are being rewritten, so are the rules for accounting firm growth online. The thing is, most firms don't even have an online presence, which means in the new AI world, they're getting left behind.   The uncomfortable reality for accountants right now: They are invisible to search because they have generic websites that lack depth and authority.     The ones winning at accounting firm growth right now are positioning themselves as trusted experts who answer real client questions in ways AI understands.   TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks explain how AI decides which firms to recommend. Tune in to learn the AI marketing strategies for accountants to get found online by high-quality leads. 
The Simple Tax Season Marketing Move To Get More Clients
2026/01/28
"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 referrals. Time is not something you have an excess of. So, tax season marketing falls to the bottom of the priority list.   But this is actually when your marketing matters MOST. Potential new clients are actively searching Google for help and choosing competitors who look more credible online.   In this episode, TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks break down one of the most overlooked (yet controllable) tax season marketing levers: Google reviews. They explain why reviews directly impact rankings and lead volume.    Listen in to find out how a simple, repeatable Google Review strategy can help you attract higher-quality clients during tax season without adding more chaos to your plate.  
Google Ads for Accountants: Building Campaigns That Get Results
2025/12/23
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 tried Google Ads before and felt like the money disappeared too fast, this episode will help you understand why.   Christian Jones and Noah Jenks walk through real Google Ads data from an accounting firm they're actively managing right now. You'll see what qualified tax leads are actually costing during tax season and what changes when campaigns are built with the right structure.   They show you where money gets wasted in Google Ads and how it's avoided in a live campaign. You'll hear how they're controlling spend, filtering out bad searches, and turning paid clicks into booked conversations for their client.  
5 Digital Marketing Tactics to Ready Your Accounting Business for 2026
2025/11/24
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 Noah Jenks (Sales Manager) from TaxProMarketer break down the five tactics for an effective accounting marketing plan. These are the systems our clients use to generate consistent leads, retain more clients, and stop depending on referrals alone.   Highlights "You can't get time back, and I need time to be effective. There's never ever a time in the year where I'm not telling a lead: Give me more time and it'll work better." "The firms that win next year are the ones building their systems right now." "If you're not on page one of Google, you're invisible." Average cost per lead from Google Ads: $50-$100 for accounting/bookkeeping, with 12% conversion rates from clicks to leads "Ranking for free on Google to be the top option on page one does take time. Ads at a minimum is like a stop gap for those that are kind of waiting until their organic ranking gets established." "Your website should not just be a digital business card—it needs to be a client-converting tool." Email marketing keeps you "front and center for 285 people on a weekly basis" (based on 500-person list with 57% open rates) "Marketing takes time to work, and you can't get time back." "Most firms wait until January to think about marketing. Then they wonder why leads dry up, clients disappear, and every tax season feels like starting from scratch." Google Ads budget recommendation: ~$1,000/month for well-developed campaigns that produce results "Ads is the fastest way to get new leads moving into 2026 or even before." Follow-up systems capture "opportunities most firms lose" "You need to be in control of your pipeline—not held hostage by referrals or seasonal swings."  
Getting Your Accounting Firm to Rank Higher on Google Maps & Search
2025/10/23
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 how you can rank higher on Google Maps so your firm appears when people search for an "accountant near me." You'll hear what really matters to Google and how a few simple steps can make it easier for the right clients to find (and choose) you.   Visit www.taxpromarketer.com for more SEO and marketing insights.
How to Scale an Accounting Firm Without Burning Out with Chase Damiano
2025/10/17
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 TaxProMarketer, talks with Chase Damiano, founder of Human at Scale, about how to scale an accounting firm without burning out. Chase shares how burnout pushed him to rethink leadership and operations and how firm owners can delegate better and step back from the day-to-day.  
Grow Your Small CPA Firm with Google Ads
2025/08/26
CPAs, accounting professionals, and tax practitioners across the country have been BURNED by PPC and Google Ads. Many of them are completely convinced that pay-per-click marketing simply can't or won't drive a return on investment (ROI).     NOW, before you say, "PPC Does Not Work," I want to encourage you to invest an hour of your time learning about the latest changes in Google Ads and paid search. Discover how PPC can actually be the key to almost unlimited scalability in terms of lead flow for your CPA and tax practice.     Even if you have invested thousands of dollars in PPC in the past and have gotten no return, we can assure you with the right strategy and setup (which we will be showing you on the podcast), you can get a great 3-7x ROI via paid search.   Recognize how the Google Ads engine works. You have to understand how the AdWords auction process works if you intend to succeed with paid search—quality and relevance are the answer Determine the secrets to maximizing quality score to drive lower cost per click and ultimately lower cost per lead Give examples that you can swipe and deploy. We will share our proven winners as it relates to keywords, ad groups, text ads, and landing pages Define KPIs and how to track them. You should not invest a penny into AdWords or any other form of paid search without the proper tracking in place to gauge your cost per lead   Go here for your free online analysis: www.taxproleads.com
7 Digital Marketing Strategies for CPAs to Dominate Online
2025/08/26
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, grab the attention of your best prospects, and actually start winning online? In this hands-on demo, our presenters will dive into the seven core areas of digital marketing that give firms a real-world advantage. You'll see exactly how to make your Google Business Profile work overtime, build a website that turns visitors into clients, and set up a follow-up system that keeps prospects engaged. By the end of this session, you'll have a clear roadmap to boost your online presence, attract high-quality leads, and build client relationships that last! Don't miss this chance to learn the proven strategies that will keep your firm thriving.   Identify how to turn your Google Business Profile into a lead magnet that attracts clients in your area and leaves competitors scrambling to keep up Evaluate the secret sauce for a website that doesn't just look good but turns visitors into eager clients by tackling their biggest tax and accounting pain points Recognize how to make email marketing your hidden superpower with simple, personal touches that keep clients coming back (and re-engage them when things get busy) Evaluate how to put your social media on autopilot and still show up consistently in your clients' feeds, so your firm stays top-of-mind without the daily grind Identify how to use smart ad strategies and automated follow-ups to fill your calendar with prospects ready to act—without the endless chase for leads   Go here for your free online analysis: www.taxproleads.com
What the Best Accounting Firms Are Doing Differently – with Gary DeHart
2025/06/09
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 with Insightful Accountant's Gary DeHart to unpack exactly that. They dive into the strategies and mindset shifts that the best accounting firms are using to grow — from positioning to pricing to building lasting client relationships.    Listen in for real insight into:   What the best accounting firms are doing that others AREN'T   How to build confidence in your value — even if you're not a CPA   Why you're probably undercharging your clients   Gary DeHart is the Publisher of Insightful Accountant — a go-to resource for tax and accounting pros who want to stay sharp, grow their firms, and stay ahead of the tech curve. With decades in industry media, Gary knows what firms need to thrive. His BeInsightful membership takes it further — offering real-world, "how-to" training to help ProAdvisors run the best accounting firms in a changing industry.  
IRS Layoffs, Automation & the New Era of Tax Pros with Andy Frye
2025/05/07
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 to help taxpayers? You are. The IRS layoffs are a HUGE opportunity for your tax business – if you position your firm correctly.    TaxProMarketer CEO Christian Jones joins Andy Frye, founder of Pronto Tax School, to break down what the recent IRS changes mean for your tax firm. In this episode of The ProMarketer Podcast, you'll learn…   How the IRS layoffs will increase demand for your practice   How to position your firm as an advocate when the IRS can't (or won't) help   What automation means for audits, collections, and client representation   How to future-proof your services as the IRS shifts to AI and digital tools   Andy is a third-generation tax business entrepreneur who has personally prepared over 10,000 tax returns. He regularly interacts with and trains 20,000+ tax pros and happens to be the Founder & CEO of Pronto Tax School, Inc. Since 2011, their training system has provided 100,000+ courses teaching tax pros to easily find the tax changes that are most relevant to particular client groups, in order to optimize their service and benefit their clients.   If you want to lead your firm with confidence amidst the current challenges in the tax industry, you'll want to check this out: https://prontotaxschool.com/   Andy's team has a new tax update course, which will be released on July 1 this year you'll want to check out.
Social Media Marketing Your Tax Business Requires This
2025/03/11
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 build your brand AND build authentic connections with your clients. Because better social media marketing doesn't (necessarily) mean you have to dance on TikTok.   It just means you have to find the simple strategies that work and use them consistently.    Vice President of Marketing, Jodi Schipper, and Director of Marketing, Jennifer Sarver, discuss how to create an effective social media presence for your business. 
How to Convert Leads into Paying Clients For Your Accounting Business
2025/02/14
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 won't see the growth you want for your accounting business. You need proven strategies (combined with the right tools and skills) to guide prospects all the way from discovery to closing.    TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks let you in on those proven lead conversion strategies in this ProMarketer Podcast. Listen in to discover what makes a results-driving conversion process, and how YOU can start securing more clients for your firm. 
Tax Representation: The Way to a More Sustainable Accounting Business with Dan Henn
2025/01/16
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 owners and taxpayers need help with tax representation. If you don't know how to resolve their case, you're leaving money on the table. Because what you're really resolving is STRESS – and your clients are willing to pay big for that.    In this episode, Dan Henn of Tax Resolution Academy joins ProMarketer Podcast host Christian Jones to talk about why tax representation services are key to growing your firm (without being chained to a desk).    Dan Henn teaches tax firm owners how to confidently take on IRS Exam and IRS Collection cases, with over three decades of expertise as an entrepreneur, tax education speaker, and author. His Fast Start Bootcamp offers 16 hours of CPE with the tools and resources you need to make tax resolution a powerful revenue generator for your firm.   Resources   https://taxresolutionacademy.com/   Fast Start Bootcamp: https://www.faststartbootcamp.com/fsbc-2025
Ad Campaign Strategies for Getting Better Clients
2024/12/10
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 basic digital marketing. You need an optimized digital ad campaign. An ad campaign on Facebook or Google, coupled with a strong marketing system, drives more of the right kind of leads to your sales pipeline (and fast).   Or maybe, you're looking to expand your market reach. Digital ads are key here too – they can show that market that YOU can give them the tax help they need. But to avoid wasting your money, you'll need to know how NOT to run an ad campaign. In this new ProMarketer podcast, TaxProMarketer CEO Christian Jones and Ads Manager Vlad Antonoski show the power of digital advertising for your firm, and how to avoid the mistakes that could cost you.
CFO Services: The Key to Making More as an Accountant – with Adam Lean
2024/11/27
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 likely don't have capacity to do. The solution to getting your firm unstuck? Start offering CFO services. They need a business advisor they can trust. Be that for them. Because people are willing to pay more if you can help them have a better future. Adam Lean (Founder of the CFO Project) shares with host Christian Jones (TaxProMarketer CEO) how offering CFO services will make your accounting firm stand out from the pack.   Former accountant, now entrepreneur, Adam is the founder of his own CFO Advisory Firm. His experiences there mean he knows that business owners make decisions based on gut feeling. That's why he shows them how to read between the lines of their financial reports — so they can make informed decisions that keep them in the black and move the profit needle higher. He now runs a mentorship program called the CFO Project, to show accountants how to grow their practices with business advisory services.   Resources https://thecfoproject.com/192000-training https://thecfoproject.com  

Podcast reviews

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5 out of 5
10 reviews
★★★★★
jennchik 2021/11/04
Relational Reach
Nate Hagerty’s podcast is jam-packed with insights that are changing the game for how to reach prospects and convert them to clients. He constantly em...
★★★★★
KatDotCom 2021/11/03
Informative and engaging
I was skeptical about listening to another marketing podcast, but it’s refreshing to hear this unique perspective. Worth a listen!
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