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

020: Kevin Mikeworth: Working in the Craft Beer Industry

March 19, 2019 12:27 - 36 minutes - 50.7 MB

What’s it like working in the craft beer industry? In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Kevin Mikeworth of Beer CPA in Cornelius, North Carolina about the successful niche practice he owns with his wife, Laura. Learn why it takes most brewery owners three to five years to get up and running, what team of professionals a brewer should hire, and how they got their first customer. Join us! Kevin Mikeworth CPA Twitter Kevin Mikeworth is a graduate of Millik...

019: Angie Grissom: Aligning Firm Leadership and Marketing

March 12, 2019 12:00 - 31 minutes - 43.8 MB

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Angie Grissom, president of The Rainmaker Companies, all about firm differentiation, growth and the industry shift from compliance-based services to advisory. Tune in to hear Angie talk about how marketing and firm leadership need to be on the same page when it comes to strategic planning, why face-to-face meetings with top clients is one of the most overlooked tactics for retention and why it’s an exciting time in to ...

018: Bill Sheridan: Moving into the Future with AI

March 05, 2019 15:00 - 41 minutes - 56.7 MB

“What we do isn’t really going to fundamentally change over time. How we do it is going to change tremendously.” In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Bill Sheridan, chief communications officer at the Maryland Association of CPAs. Bill has been with MACPA for nearly two decades and shares his perspective on how artificial intelligence is impacting the accounting profession, content marketing (and outsourcing the marketing function, in general) as...

017: Eric Majchrzak: Driving a Purpose-Led Organization

February 26, 2019 15:30 - 32 minutes - 44.2 MB

“We want to prepare ourselves for disruption,” says Eric Majchrzak, shareholder and chief strategy officer at BeachFleischman. In this episode of Accounting Marketing Doesn’t Suck, join Hugh Duffy as he talks with Eric about what’s ahead for the Top 200 firm – including transitioning from hourly billing to pricing in advance, to digitally and remotely serving clients to focusing on creating new client experience initiatives. Eric Majchrzak Shareholder and chief strategy officer of BeachFl...

016: Tracey Segarra: Using Storytelling in Business

February 19, 2019 13:00 - 39 minutes - 53.9 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...

015: Michelle Weinstein: Sales Tips with The Pitch Queen

February 12, 2019 16:00 - 29 minutes - 41.1 MB

Knowing how to sell can make or break your practice. What prevents CPAs from selling effectively? In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Michelle Weinstein aka The Pitch Queen, all about ways to seal the deal. Tune in to hear why she thinks accounting professionals should set aside specific time for following up with leads and all about her experience on the hit show “Shark Tank.” Michelle Weinstein, Chief Sales Strategist, aka The Pitch Queen Faceboo...

014: Allan Ratafia: Helping CPAs Get Paid Faster

February 07, 2019 14:45 - 25 minutes - 35.7 MB

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Allan Ratafia, Build Your Firm’s co-founder and owner. A CPA, who is driven to manage his New York-based practice more efficiently and with less effort, tune in to hear Allan talk about how he operates his rapidly growing firm as a business not a tireless job. You’ll also hear about how he developed BizPayO, an engagement tool that enables accountants to electronically send proposals and determine terms for online pa...

013: Leveraging Your Strength: An Interview with Sarah Cirelli

January 29, 2019 16:55 - 41 minutes - 57.4 MB

Find your most passionate people and put them in front, says Sarah Cirelli, marketing practice leader and head of marketing for Grassi & Co. in New York. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Sarah all about her new role at Grassi, why it’s so important to work with people’s strengths and how cultivating brand ambassadors at your firm is a key marketing strategy for 2019. Join us! Sarah Cirelli Twitter | Facebook | LinkedIn Head of Marketing, internati...

012: Naomi Granger and Andrew Hunzicker: Choosing the Cannabis Niche

January 22, 2019 14:30 - 39 minutes - 54.1 MB

Everyone knows that cannabis is hot. If you’re a CPA or an accounting professional interested in getting into the industry, start here. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Naomi Granger and Andrew Hunzicker, co-founders of Dope CFO, a cannabis practice development firm, all about the issues plaguing the industry, why it’s not too late to jump into the niche and the risks involved for CPAs (they are small). Join us!   The Dope CFO Twitter | Facebook ...

011: Katie Tolin: Developing Data-Driven Strategy

January 15, 2019 18:30 - 28 minutes - 39.7 MB

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Katie Tolin, owner of CPA Growth Guides, a growth consulting firm based in Canton, Ohio. Katie is a seasoned marketer who uses data to drive her clients’ growth strategy. Tune in to hear Katie talk about why the way accounting firms grow today is different than in the past, the reason why you have to think smaller to get bigger when it comes to developing a niche practice and a glimpse of what the future of marketing w...

010: Daniel Hood: A Look Ahead to 2019

January 08, 2019 12:00 - 32 minutes - 44.9 MB

If you’re interested in knowing what CPAs and accounting professionals are facing in 2019 and beyond, you won’t want to miss this! In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Dan Hood, editor-in-chief of Accounting Today, all about what he’s learned covering accounting for more than 20 years, how artificial intelligence will impact the profession, and what CPAs could be doing better. Join us! Daniel Hood LinkedIn  |  Twitter Daniel Hood has been editor-i...

008: Michelle Golden: Pricing In Advance

December 11, 2018 12:00 - 39 minutes - 54.8 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...

007: Sarah Johnson Dobek: 'Marketing isn't about a shiny object; it's about execution.'

December 04, 2018 12:00 - 13 minutes - 18.6 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...

006: Luke Gheen: Building a Practice From Scratch

November 27, 2018 12:00 - 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...

005: Paul Neiffer: Positioning Yourself as an Industry Expert

November 20, 2018 12:00 - 16 minutes - 15.4 MB

What’s the best way to build out a successful niche? Follow your passion. Paul Neiffer, CPA, has done just that in the agriculture business by creating and writing the well-known blog, Farm CPA Today. Paul grew up on a farm in central Washington, still owns a farm with his wife and has always enjoyed talking and working with farmers. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Paul about the impetus for starting the blog, how it led to more writing and speakin...

004: Mark Patten: Growing an Already Established Practice

November 13, 2018 12:00 - 16 minutes - 22.2 MB

Originally from Houston, Texas, Mark Patten spent a majority of his career working as a global CFO for large financial institutions in New York City. His plan, however, was to move back to Texas after his youngest child went to college and buy a flourishing accounting practice, which he did in 2014. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Mark about why he chose to purchase a practice as his entry strategy into public accounting, what it was like to buy and ...

003: Dominique Molina: Creating Certified Tax Coach

November 06, 2018 12:00 - 22 minutes - 31 MB

Differentiation is big in the accounting industry – how do you set your firm and your services apart from the crowd? Dominique Molina has the answer. As founder and president of the American Institute of Certified Tax Planners, an independent, nonprofit corporation which trains and certifies tax professionals in proactive tax planning, Dominique is passionate about providing business owners with this higher level of tax expertise – even though it is not required by the CPA and EA designation...

002: Scott Zarret: Filling a Gap in the Market

October 30, 2018 11:00 - 42 minutes - 58.7 MB

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Scott Zarret, CPA, founder and president of CPAacademy.org, the largest free CPE and continuing education provider for the accounting profession. With 25,000 members and growing, the company has 1,400 recorded webinars from a variety of accounting thought leaders and influencers. Tune into to listen to Scott talk about his early days selling cost segregation studies – and how the realization to provide free content t...

Welcome to the Accounting Marketing Doesn't Suck Podcast

October 09, 2018 18:53 - 5 minutes - 5.11 MB

At Build Your Firm, we’ve heard a lot of stories from accountants and CPAs as it relates to everyone’s favorite subject around accounting firms: marketing. Some of these stories have been focused on high points and success, while others on frustrations and failures.  But either way, we want to share these stories because we believe they are important. We’ve been working with accountants and CPAs for 15 years and we’ve learned a lot along the way. So, we are launching a podcast! Acco...

Guests

Blake Oliver
1 Episode

Twitter Mentions

@river_winding 2 Episodes
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@cpafordentists 1 Episode
@fairsharecpa 1 Episode
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@cannabislegalgr 1 Episode
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@thepitchqueen 1 Episode
@ericmajchrzak 1 Episode
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