Accounting Marketing Doesn't Suck artwork

Accounting Marketing Doesn't Suck

69 episodes - English - Latest episode: almost 4 years ago - ★★★★★ - 35 ratings

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life.

This podcast is created by Build Your Firm.

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Episodes

069: Growing From $225K to $100M By Focusing on Execution with Gary Shamis

July 19, 2020 02:47 - 40 minutes - 37 MB

Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you...

068: A conversation with Allan Koltin

April 28, 2020 14:00 - 54 minutes - 74.2 MB

Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. The two discuss various topics, focusing heavily on the future of the business. Which strategies will work long-term? Which ones are already being left behind? Join us! Allan D. Koltin, CPA, CGMA Twitter I LinkedIn I Website For twen...

067: Craft Beer and Local Food with Corey Lord

April 14, 2020 14:00 - 29 minutes - 39.8 MB

Want to know about the craft beer and local wine and food industries? Then don't miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique niche. What are some of the pressure points in those businesses? And what are some of his goals for the future?  Corey Lord, Lord CPAs Twitter I Facebook I Website Corey is the CEO and a Client Ally at Lord CPAs. Corey took over Lord CPAs from his father in 2010 and has since t...

066: Look at the Film Industry Tax Credit Business with Irene Waschler

March 31, 2020 14:00 - 27 minutes - 38 MB

Want to know about the tax credit business in the film industry? Then don't miss this episode! Join host Hugh Duffy as he talks with Irene Waschler, Waschler CPA, LLC. The two discuss how she got started in this field. What are some of the challenges she faces? What marketing strategies have worked for her? Also, what does the future look like for Waschler CPA? Irene Waschler, Waschler CPA, LLC Twitter I Website I Email Irene Wachsler is a Certified Public Accountant specializing in acc...

065: Luke Gheen: Building a Practice From Scratch

March 17, 2020 14:00 - 20 minutes - 23.8 MB

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, founder of Gheen & Co. in Colorado Springs, did – in his early 30s and without any public accounting experience. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Luke about his decision to strike out on his own, the challenges he faced and how he landed many of his clients because of unsatisfactory service. “There is a such a need in the...

064: Detailed Look at the E-Commerce Space with Marilyn Parham

February 18, 2020 15:00 - 27 minutes - 38.3 MB

Want to know the latest on the E-Commerce space? Then don't miss this episode! Join host Hugh Duffy as he talks with Marilyn Parham, Founder and CEO of The Bottom Line® CPA, about the opportunities and challenges in E-Commerce. Parham explains the importance of finding a niche and mastering it and that's how she discovered the E-Commerce community. Tune into why she started their own Amazon channel to sell products as well. Marilyn Parham, Founder and CEO of The Bottom Line® CPA Facebook ...

063: Exploring the benefits of AAM with Lauren Clemmer

February 04, 2020 15:00 - 26 minutes - 37 MB

The Association for Accounting Marketing has been around since 1989 when accounting firms could start advertising for their services. Tune in to this episode when host Hugh Duffy talks with outgoing AAM executive director Lauren Clemmer about how the 800-plus member organization got its start and what assets it provides to its members. Hear about the biggest issues marketers in the accounting industry face, how technology is impacting marketing and how the marketing role continues to evolve....

062: In-Depth Look at the Craft Brewery Niche with Maria Pearman

January 21, 2020 15:00 - 47 minutes - 43.9 MB

Want to know what’s going on in the craft beer industry globally? You won’t want to miss this episode! Join host Hugh Duffy as he talks with Maria Pearman, principal at Perkins & Co. about her experience traveling the world, gaining insight about the craft beer industry. As the author of Small Brewery Finance: Accounting Principles and Planning for the Craft Brewer” Maria provides listeners with inside tips on becoming a leader in this dynamic niche. Tune in to learn how she broke into the m...

061: Growing From $225K to $100M By Focusing on Execution with Gary Shamis

January 14, 2020 15:00 - 40 minutes - 37 MB

Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you...

60: AI and Tech Trends in Accounting with Ranica Arrowsmith

January 07, 2020 15:00 - 35 minutes - 32.3 MB

Are you a small firm practitioner that needs to get up-to-speed on accounting technology trends? You’re not alone. Join us for this episode as Hugh talks with Ranica Arrowsmith, technology editor for Accounting Today. Tune in to find out the best resources out there to stay on top of what’s happening, why vendor user communities can be a valuable tool for accountants and how AI is impacting the accounting profession already. Join us! Ranica Arrowsmith Twitter Ranica Arrowsmith, technolo...

059: Virtual CFO Services for Creative Agencies with Jody Grunden

December 31, 2019 15:00 - 36 minutes - 33.7 MB

In this episode, host Hugh Duffy talks with Jody Grunden, CEO of Summit CPA, all about how he built his virtual CFO firm from the ground up – and all the decisions involved in that endeavor. From flat fee billing, to setting up staff members to work virtually to how marketing plays an important role, tune in to hear Jody’s compelling story of growth and profitability. Join us! Jody Grunden, Summit CPA Group Website | LinkedIn Jody Grunden is a CPA with a passion for changing the way peo...

058: Talking Key Metrics and Digital Strategy with Jeff Antaya of Plante Moran

December 24, 2019 15:00 - 34 minutes - 31.9 MB

What’s it like being CMO and partner of a large firm? What metrics do you watch and what resources do you refer to for professional development? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Jeff Antaya of Plante Moran. Tune in to hear about the firm’s strengths and weaknesses, how going digital impacts marketing and business development and why having writers on your team is paramount to creating new and unique content that people want to read. Join us! J...

057: Encore Episode - Being Mindful in Your Practice with Amy Vetter

December 17, 2019 15:52 - 42 minutes - 39.2 MB

Looking to bring more mindfulness into your practice or business? Not sure why it matters? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with CPA, yogi and technologist Amy Vetter about a variety of topics impacting small accounting firms and beyond. From her thoughts on the term “trusted advisor” to why knowing your purpose is crucial in client work, to the impact of AI and machine technology in firms, you won’t want to miss this! Amy Vetter LinkedIn | Insta...

056: Uncorking the Wine Industry with Geni Whitehouse

December 10, 2019 15:00 - 57 minutes - 53 MB

Come get a taste of the best in this interview with Geni Whitehouse. Geni is a winery consultant at Brotemarkle, Davis & Co. in Napa Valley and has been an influencer in the accounting profession for many years. In this episode host Hugh Duffy dives in to talk with Geni about how she learned about the wine industry, the technology and benchmarking tools her firm uses to provide unique value to wineries and what’s on her marketing to-do list. Join us Geni Whitehouse, CPA Twitter Geni Whi...

055: Thriving in the Cannabis Niche with Zachary Gordon

December 03, 2019 15:00 - 37 minutes - 34.5 MB

Meet Zach Gordon. He’s the Chair of the Cannabis Industry Committee for the New York State Society of CPAs and is part of the team heading up the cannabis practice at Janover LLC in New York. In this episode, learn about the cannabis market in NYC, how his firm vets clients (they currently work with cannabis clients in 18 states) and why the NYSSCPA decided to launch a cannabis conference for accounting and other finance professionals. Zachary Gordon, Senior Manager, Janover LLC LinkedIn ...

054: The Best Accounting Tech with Blake Oliver

November 26, 2019 15:00 - 36 minutes - 33.8 MB

How much do you use technology in your firm? Cloud technology is becoming a must-have for many accounting firm owners and chances are, you are already using some sort of cloud-based tool. Get up to speed on some of the latest technology trends in this episode with Blake Oliver. Oliver produces and co-hosts the Cloud Accounting Podcast and rounds up the best in accounting technology news. Tune in to hear how traditional firms are missing the mark, why more tech companies are starting to provi...

053: Applying Large Firm Marketing Strategies to Small Firms with Brian Falony

November 19, 2019 15:00 - 50 minutes - 46 MB

In this episode of Accounting Marketing Doesn’t Suck, Brian Falony, director of marketing and business development for Brady Ware & Company, shares his perspective on a variety of marketing subjects such as CRM, social media and podcasting. Falony talks to us about how he markets his firm’s biggest niche, auto dealerships, why small firms should focus on specialization and the biggest challenges he tackles within his own firm. Join us! Brian Falony, Director of Marketing and Business Devel...

052: Data on Key Trends in Accounting with Kelly Platt

November 12, 2019 15:00 - 55 minutes - 50.9 MB

If you’re looking for data about key trends in the accounting profession, you won’t want to miss this episode with Kelly Platt, principal of Inside Public Accounting. Kelly publishes a number of reports on the profession that give CPAs and accountants insider information, advice and best practices across the United States, Mexico and Canada. Join host Hugh Duffy as he talks with Kelly about key data in marketing, growth, retention and yes, retirement. She talks about trends among the “Best o...

051: Why Content Matters for Your Firm with Brian Swanson

November 05, 2019 15:00 - 58 minutes - 53.9 MB

Why is publishing valuable, relevant content important to your firm’s brand reach and growth? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brian Swanson of FlashPoint Marketing about why content matters, how your website should work for you today (hint, it’s a lead and new opportunity generator) and why most accounting firms tend to be peer-driven, rather than innovative, when it comes to marketing. Tune in to hear Brian’s perspective on what Google wants ...

050: A Look Back at the BEST Accounting Marketing Doesn’t Suck Episodes

October 29, 2019 14:00 - 34 minutes - 31.5 MB

In this milestone episode, we put host Hugh Duffy in the hot seat! Over the last 50 episodes we’ve covered a number of niches, from cannabis to craft beer to divorce to fitness and talked with the accounting profession’s biggest influencers and thought leaders. Tune into this special show to hear Hugh share his highlights and most memorable takeaways, what surprised him the most and what he’s learned. Get ready for a trip down memory lane as we talk about some of our guests and the incredibl...

049: Educating CPAs and Clients About Cannabis Accounting with Katye Maxson-Landis

October 22, 2019 14:00 - 42 minutes - 39.2 MB

Katye Maxson-Landis is the cannabis accountant’s CPA. She is transparent about her entry into the industry, what she’s learned since she first started taking on cannabis clients and passionate about helping other CPAs get up to speed. Based in Portland, Oregon, Maxson-Landis is the founder and owner of Moxy Accounting and if you’re thinking about entering this niche, you won’t want to miss this episode. Tune in to hear Katye talk about vetting her clients, boosting continuing education in th...

048: All About Cryptocurrency Taxation with Shehan Chandrasekera

October 15, 2019 14:00 - 34 minutes - 31.3 MB

Did you know the adoption of blockchain in small businesses is about five to 10 years away? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy catches up with Shehan Chandrasekera, CPA and head of tax strategy at Cointracker.io. to talk all things bitcoin, blockchain and cryptocurrencies. Tune in to hear what small accounting firm practitioners need to know about virtual currencies, why JP Morgan is considered a leader in this space and what go-to resources you should be r...

047: Relationship Building in the Veterinary Niche with Jimmy Bell

October 08, 2019 14:00 - 34 minutes - 32 MB

Have you given yourself permission to create the accounting firm you want, in the way you want to do it? In this episode, host Hugh Duffy talks with Jimmy Bell, founder of JF Bell Group in Idaho Falls, Idaho about how he allowed himself to break tradition from the accountants around him and build a fulfilling, successful veterinarian niche practice. Learn how Jimmy went from a generalist to discovering his niche, why he’s dedicated to education and learning and the major pain points vets are...

046: How Blockchain, AI, and Cryptocurrency impacts Accountants with Dr. Sean Stein Smith

October 01, 2019 18:52

Artificial intelligence. Blockchain. Cryptocurrency. RPA. Chances are, you’ve heard the terms and concepts, but what does it all mean? And what does it all mean for the accounting industry? Host Hugh Duffy talks with Dr. Sean Stein Smith, assistant professor of Accounting at Lehman College, about what is happening in this area and what you need to know. Tune in for a deep dive on how the Big Four are using these applications, how the small firm practitioner can keep pace, and how the U.S. is...

046: How Blockchain, AI, and Cryptocurrency impacts Accountants with Dr. Sean Stein Smith

October 01, 2019 18:52

Artificial intelligence. Blockchain. Cryptocurrency. RPA. Chances are, you’ve heard the terms and concepts, but what does it all mean? And what does it all mean for the accounting industry? Host Hugh Duffy talks with Dr. Sean Stein Smith, assistant professor of Accounting at Lehman College, about what is happening in this area and what you need to know. Tune in for a deep dive on how the Big Four are using these applications, how the small firm practitioner can keep pace, and how the U.S. is...

045: Hospitality Accounting with a Personal Touch - Matthew Hetrick

September 24, 2019 14:00 - 49 minutes - 45.5 MB

Meet Matt Hetrick, a CPA, founder of Culinary Accountants and owner of several award-winning restaurants in the Washington D.C. area. In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Matt all about his firm, touching upon how Matt decided to work with restaurants, his vetting process called, ‘The Beer Test,’ the pain points most restaurants face and what’s next on his marketing to-do list. Join us and learn about this dynamic niche and Matt’s virtual firm, which works wi...

044: Accounting for the Design Industry Niche with Peter Lang

September 17, 2019 14:00 - 30 minutes - 28 MB

A Blueprint for the Design Niche with Peter Lang. In this episode of Accounting Marketing Doesn’t Suck, join host Hugh Duffy as he talks with Peter Lang, founder of The Designer CPA. Peter works exclusively with interior designers, decorators and home stagers and shares his story of how he decided upon this niche, how being a guest on a popular podcast amplified his brand and work and why Instagram is his social platform of choice. Tune in to hear more about what makes this niche tick and ho...

043: Encore Episode - Using Storytelling in Business with Tracey Segarra

September 10, 2019 18:15 - 37 minutes - 34.6 MB

What’s the best way to nail your next presentation? Start with a story and give your audience a way to connect with you. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Tracey Segarra, director of marketing at Margolin, Winer & Evens LLP in New York and Moth GrandSlam storytelling champion. Tune in to hear Tracey talk about what marketing trends she’s focused on in 2019 (hint: more video) and why you have to be able to look at yourself critically to be a good storyt...

042: Pricing in Advance for Your Accounting Firm with Michelle Golden

September 03, 2019 14:00 - 40 minutes - 37.1 MB

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Michelle Golden, owner of Fore LLC. A business counselor and strategist, as well as a well-known expert marketer, Michelle teaches on a variety of strategic, leadership, pricing, growth and management topics. Tune in to hear Michelle talk about how pricing in advance is different from value-pricing (and why she bristles at that term), why defining the scope of every engagement is critical to pricing in advance, and why...

041: CPA For Craft Beer Breweries with Joshua Lance

August 27, 2019 14:00 - 45 minutes - 41.9 MB

Craft beer breweries, coffee roasters, and digital agencies – what do they have in common? Joshua Lance, founder and managing director of Lance CPA Group will tell you the similarities in these niches and how he grew his practice around them. In this episode of Accounting Marketing Doesn’t Suck, learn more about Joshua’s marketing strategies (including the “long play” of content marketing), why he created an annual event and benchmark study for brewery owners and how they are holding their o...

040: Being an Influencer in the Accounting Profession with Dawn Brolin

August 20, 2019 14:00 - 36 minutes - 33.2 MB

Dawn Brolin of Powerful Accounting grew her accounting business to $2 million without acquisitions. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Dawn about her firm’s evolution from bookkeeping to fraud and IRS resolution case work, what marketing works for her (hint: it’s not LinkedIn) and how speaking and becoming an influencer in the accounting profession transformed her practice. Join us for this dynamic interview!   Dawn Brolin, CPA, CFE Twitter | Da...

039: The Fitness CPA with Eric Killian

August 13, 2019 14:00 - 40 minutes - 37.6 MB

Not all gyms or fitness centers are the same and neither are the CPAs who serve them. Take a deep dive into the fitness industry in this episode of Accounting Marketing Doesn’t Suck and listen to host Hugh Duffy talk to Eric Killian, founder of The Fitness CPA. In this episode, you’ll get an inside view of how Eric built out his niche, why he only works with clients virtually, his take on the power of content marketing, and some of the biggest challenges facing fitness businesses today. Join...

038: The Accountant for Jewelers with Mariel Diaz

August 06, 2019 16:20 - 21 minutes - 19.7 MB

Mariel Diaz comes from a family of jewelers and worked on both the craft and sales sides, as well as tackled the accounting. While she didn’t set out to start an accounting practice, she now has a virtual firm that focuses exclusively on jewelers, with a client base of small independent designers, makers and wholesalers as well as some franchises. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Mariel about how her firm has evolved, the biggest pain points of...

038: Building a Dental Niche in Your Accounting Practice with Bassim Michael

July 30, 2019 14:00 - 32 minutes - 29.7 MB

Interested in building out a dental niche? In this episode, Bassim Michael, founder, and president of Onlyfordentists.com, talks about how he built out his dental CPA practice and what he’s learned along the way. From using direct marketing in small cities to networking to reaching out to people in his industry when he was first starting out, Bassim shares his path to success with host Hugh Duffy. Tune in to learn how he did it and what still keeps him up at night (hint, it’s what a lot of C...

037: Entering The Hedge Fund Administration Niche with Gregory Zoraian

July 23, 2019 14:00 - 34 minutes - 31.6 MB

How does a CPA enter into the fund administration niche and what is involved? Learn firsthand from Greg Zoraian of Sasserath & Zoraian in New York. As director of fund services, Greg provides the CFO function for investment funds all across the country. Hear how Greg got his start, how choosing a niche has benefited his firm and his take on the associated risk in working with hedge funds. Join us!   Gregory Zoraian- Director of Fund Services Facebook | LinkedIn Greg started his caree...

036: Are You Listening To Your Clients? Digging Deep into Client Experience with Mitch Reno

July 16, 2019 14:00 - 57 minutes - 52.5 MB

  We all think we listen to our clients, but do we? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Mitch Reno, director of client experience at Rehmann about his firm’s road to focusing on the client experience and why listening intently really matters. Since joining the firm in 2001, Rehmann’s revenues have more than quadrupled and are projected to be $158 million in 2019. Tune in to learn how the firm’s marketing and business development functions have e...

034: The CPA for Pro Athletes with Steve Piascik

July 02, 2019 14:00 - 23 minutes - 32.8 MB

Go behind the scenes and hear what it’s like being a CPA to professional athletes! In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Steve Piascik about how he built his practice to become the 3rd fastest growing CPA firm in the United States, according to Inside Public Accounting. Learn why Olympians are often the hardest athletes to work with, why financial literacy is so important in this niche and how part of Steve’s role is to keep his clients grounded, especially wh...

033: Capitalizing on the Niche of McDonald’s Franchisees with Betsy Storey-Bono

June 25, 2019 14:00 - 30 minutes - 42.6 MB

Meet Betsy Storey-Bono, she’s the director of Business Development and Marketing at Concannon Miller, and she has helped her firm grow its McDonald’s franchise niche from a handful of local owners to now advising more owners than any other accounting firm in the United States. Learn more about how the firm developed a Next Gen Academy for new franchisees, why they promote their Net Promoter Score (hint, it’s 87.7 percent, which is three times the accounting industry average in 2019) and how ...

032: Staying Ahead of Technology with Daniel Burrus

June 18, 2019 14:00 - 42 minutes - 58.7 MB

What’s the difference between a hard trend and a soft trend? What can accounting firms do to keep themselves relevant in the face of constant, intense change? In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with well-known futurist Daniel Burrus about disruption, technology and how to truly be your clients’ trusted advisor by being an anticipatory problem-solver. Join us! Daniel Burrus LinkedIn  |  Twitter  | Facebook |  Instagram  | Blog Daniel Burrus is consid...

031: The Art of Selling Your Firm with Bill Carlino

June 11, 2019 14:00 - 35 minutes - 48.9 MB

Thinking about selling your firm? Want to know what causes a deal to go sour? Tune into this episode with Bill Carlino of Transition Advisors. Host Hugh Duffy talks with Bill about what areas firms should be focusing on if they are thinking about selling, the hottest most in-demand niches that are seen as differentiators and why accounting firms should embrace remote workers. Join us! Bill Carlino, Managing Director of National Consulting Services, Transition Advisors, Co-Founder of ZenLed...

030: Being Legal in the Cannabis Niche with Jennifer Domingue

June 04, 2019 14:00 - 33 minutes - 45.6 MB

We all know the cannabis industry is hot, hot, hot, but what do you need to know if you want to get started in this niche? A lot. Hugh Duffy talks with Jennifer Domingue, an associate attorney with the Cannabis Legal Group in Michigan about some of the biggest issues in cannabis today – 280E, Safe Banking Act (which is getting considerable bipartisan support) and insurance. Learn the difference between hemp and marijuana and why there’s a big surge towards producing CBD products. Join us! ...

029: Working in the Cryptocurrency Niche with Pat Larsen

May 28, 2019 14:00 - 26 minutes - 36 MB

Interested in learning more about Cryptocurrency? Need some basic questions answered? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Pat Larsen, co-founder, and CEO of ZenLedger, tax software for cryptocurrency investors. Hear Pat talk about how he got into the industry, how the accounting profession is getting up to speed and why he believes having a strong core team was key to his company raising capital. Join us! Pat Larsen, Co-Founder of ZenLedger |...

028: Becoming the Expert in Divorce Accounting, An Interview with Paul Tigner

May 21, 2019 14:00 - 26 minutes - 36.5 MB

Paul Tigner, founder and president of FairShare Financial in Atlanta, has made a name for himself as a divorce accountant and expert witness in the southeast. Tune into this episode of Accounting Marketing Doesn’t Suck and learn more about why mediation is important for all professionals, how his practice has evolved and why speaking engagements helped him build his brand and reputation. Join us! Paul Tigner Founder and President of FairShare Financial, P.C | Twitter | LinkedIn  Paul ...

027: The Recovering CPA with John Garrett

May 14, 2019 14:00 - 41 minutes - 57.6 MB

How did John Garrett go from conducting audits at a Big Four firm to taking the stage as a stand-up comedian? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with John about his nontraditional career path and how he brings his passion for humor and breaking down professional stereotypes to Corporate America. Listen for tips on how to combat stage fright, how perfectionism can lead to failure and why being yourself is crucial in building relationships with your cli...

026: Growing With a Highly Specialized Niche with Kevin F. Reilly

May 07, 2019 13:00 - 39 minutes - 53.7 MB

When we think about the hospitality industry, hotels and restaurants typically come to mind. But what about golf and country clubs? And is it a viable niche? For PBMares’ Kevin Reilly it certainly is. Kevin works with member-owned and investor-owned clubs and has become nationally known for this highly specialized niche. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Kevin about how he built his well-known practice (hint, it includes speaking and writing art...

025: Being Mindful in Business with Amy Vetter

April 30, 2019 13:00 - 43 minutes - 59.3 MB

Looking to bring more mindfulness into your practice or business? Not sure why it matters? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with CPA, yogi and technologist Amy Vetter about a variety of topics impacting small accounting firms and beyond. From her thoughts on the term “trusted advisor” to why knowing your purpose is crucial in client work, to the impact of AI and machine technology in firms, you won’t want to miss this! Amy Vetter LinkedIn | Insta...

024: Evolving out of Necessity: An Interview with Craig Browning

April 23, 2019 17:35 - 20 minutes - 28.9 MB

In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with this year’s president of AAM, Craig Browning. Hear the latest marketing trends from Craig’s perspective, what makes his north Virginia firm unique and the reason why they embrace working remotely. Craig Browning President (2018-2019), Director of Marketing and Personnel, KWC CPAs LinkedIn  Craig Browning is the Director of Marketing and Personnel at KWC CPAs. Craig is responsible for managing all aspects o...

023: Gaining Perspectives on Growth with Gale Crosley

April 16, 2019 12:00 - 44 minutes - 60.6 MB

Segment or niche? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Gale Crosley, owner of growth consulting firm, Crosley + Company all about small and large firm growth, why it pays to specialize and the glue that holds segments together. In this episode, you’ll learn about what Gale calls “revenue segmentation” and how that can help you build out your specialization, what areas need more CPA-power (hint: crypto consulting and AI consulting) and why it takes ...

022: Building a Brand with Brandon Hall

April 11, 2019 13:41 - 33 minutes - 46.7 MB

What’s it take to build a seven-figure business early on in your career? A highly specialized niche and a deep understanding of what makes content marketing successful. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brandon Hall, owner and CEO of The Real Estate CPA. Brandon talks about his experience in the syndication and real estate fund space, why his clients all must own at least five properties and the power of podcasting. Join us! Brandon Hall CPA ...

021: From the Archives - 'Marketing isn't about a shiny object; it's about execution'

April 03, 2019 15:24 - 14 minutes - 20.3 MB

What do CPAs and accountants underestimate when it comes to marketing? According to Sarah Johnson Dobek, founder and president of Inovautus Consulting, the answer to that question is social media, in particular, LinkedIn and a “block and tackle” approach to business development. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Sarah about her growth consulting firm, which works with public accounting firms in the $5 million to $40 million in revenue range. In Sar...

Guests

Blake Oliver
1 Episode

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