TaxProMarketer

09/04/2026

Since 2025, ChatGPT has surpassed 700 million weekly users. Google's AI overviews are generating over 2 billion monthly impressions. And Gemini has 450 million monthly users.

Business owners are turning to AI tools before they even start looking for an accountant. If your firm isn't showing up in those answers, you're losing good-fit clients to the competitors who are.

Christian Jones and Noah Jenks are walking through exactly how to fix that on September 10th at 10am CT. Join them over at CPAacademy.org for a free webinar on how accounting firms can show up and stand out in an AI-driven world.�

Register (for free!) at the link in the comments.

09/02/2026

Paid ads do not fix weak marketing systems.�

If anything, they expose it. An ad click creates visibility, but what happens 𝘢𝘧𝘵𝘦𝘳 the click is what determines if that visibility turns into revenue.

After clicking your ad, a prospect will almost always check your Google Business Profile, read your reviews, and look at your website to see if you're legit and if you can actually solve their problem. If any of those things are weak, the click goes to waste.

A marketing system that 𝘤𝘰𝘯𝘷𝘦𝘳𝘵𝘴 looks like this:
1. A clear, service-focused ad that speaks to a specific problem.
2. A landing page built to start a conversation.
3. Reviews and proof that build trust before anyone picks up the phone.
4. Fast follow-up before the lead goes cold.
5. A sales system that keeps the next step clear.

One of those elements on its own is not enough. Together, they're how one of our clients generated 104 calls from accounting ads between March and June at $44.83 per conversion and a 13.3% conversion rate.

08/31/2026

AI can build you a website in an afternoon. It cannot build you one that shows up when someone asks ChatGPT to find the top accoutants in your area. And it probably isn't going to start any conversations with those potential clients.

This still takes a marketer... Just saying.

08/28/2026

93% of consumers say they read online reviews before making a purchase decision. And 88% of consumers reported trusting online reviews as much as personal recommendations.

If you didn't know it already, this should make it clear: GET GOOGLE REVIEWS.

"𝘉𝘶𝘵 𝘩𝘰𝘸 𝘥𝘰 𝘐 𝘨𝘦𝘵 𝘵𝘩𝘦𝘮?"

Honestly, it's as simple as 𝘢𝘴𝘬𝘪𝘯𝘨 𝘧𝘰𝘳 𝘵𝘩𝘦𝘮 and not stopping until you get reviews. Persistence wins.

You have a list of clients who had a good experience with you. If you've never asked them for a review before, start by sending your "happy client" list a short, personal email inviting them to leave a review.

Then, make a plan for regularly asking clients to leave a review so you can consistently get new ones. Frequency matters just as much, if not more, than volume when it comes to reviews.

(Pro tip: Reply to those reviews when they're posted!)

08/27/2026

Google reviews are the digital trust factor (your referral ground) for which businesses are going to get your money. That goes for as much for an accounting firm as it does for a restaurant. Let me explain.

Say you're going out to eat tonight, and you do a little Google search to find a great Thai restaurant near you. The results pull two options:
Option A - Nearby Thai restaurant that has a five-star average and 7 solid reviews
Option B - This Thai restaurant is across town, and has a 4.7 star average and 3,000 reviews

Which restaurant are you picking? Unless you're just wanting whatever's closest, it's pretty obvious we're all picking B.�Three thousand reviews is a lot of trust currency. These are people who enjoyed the restaurant so much, they decided they needed to tell everyone else about it. And it is the deciding factor for you to know where you're spending your money tonight.

Your accounting firm works the same way in the mind of a potential client.

A handful of glowing reviews is a great starting point. We all start somewhere. But you can't stop there. You have to develop a consistent, growing list of specific Google reviews from your happy clients. This is the only way that searchers who find your business know you are worth the money and they are making the right choice when they choose you to handle their business's accounting.

Beyond building trust with potential leads, your review volume and recency are two of the most significant signals Google and AI platforms use to rank local businesses like yours.

THIS IS THE WAY
More reviews + more recency —> More credibility —> more visibility

08/27/2026

Do any of these sound familiar in your accounting firm?
- Holding tax returns hostage until clients pay
- Charging upfront what you guessed, not the actual work
- Billing only for the tax return and not for the actual work
- Financing your clients’ receivables until September (i.e., AR)
- Sending engagement letters one at a time (or not at all)

Thursday, Sept 3 at 12pm CT, our friend Tal Ben-Bassat, COO at Anchor is going to share three actionable strategies to create greater cash-flow certainty, preserve your valuable time, and increase your business's revenue.

You’ll learn how to
- Structure engagements and payments so you get paid for all your work and on your terms
- Capture additional and out-of-scope work
- Accelerate client commitments
- Stay compliant with requirements such as Form 7216
AND...

Make the billing this upcoming tax season a smoother, easier process.

Registration link in the comments! Come join us.

08/26/2026

Sharlette, our resident ClientStack guru, attended the HighLevel Live conference in Manila earlier this month. And she met the founders, Shaun Clark, Varun Vairavan, and Robin Alex!

She came back with fresh ideas of ways ClientStack automations can take work off our clients' plates, allowing them more time to focus on actually growing their business.

If you're doing all your follow-ups and review requests manually, let's talk: talktotpm.com

08/25/2026

You need a marketing system that keeps running even when things get busy. Otherwise, your best leads will slip through the cracks and you'll be left with a JV roster of clients.

This Thursday, Christian Jones and Noah Jenks are hosting a free webinar over at CPAacademy.org at 1PM CT covering how you can attract varsity-level accounting leads and build marketing systems that turn those leads into clients.

Register here if you want to learn how to fill your roster with the 𝘳𝘪𝘨𝘩𝘵 clients: https://www.cpaacademy.org/s/webinardate/a0HPB00000ZieSD2AZ/8272026

08/24/2026

Your accounting firm's website ranking in Google and AI searches depends on something we call 𝗘-𝗘-𝗔-𝗧: 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲, 𝗮𝘂𝘁𝗵𝗼𝗿𝗶𝘁𝗮𝘁𝗶𝘃𝗲𝗻𝗲𝘀𝘀, 𝗮𝗻𝗱 𝘁𝗿𝘂𝘀𝘁𝘄𝗼𝗿𝘁𝗵𝗶𝗻𝗲𝘀𝘀.

And to establish EEAT on your site, you need to make sure...
- 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 is demonstrated through real-world client engagements, actual tax savings outcomes, and practical firm history. Google and AI want to see proof that you've done real work and know the things you're talking about from first-hand experience.
- 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 comes from verified credentials. CPA designations, Enrolled Agent licenses, and specialized certifications that are clearly reflected in your site's content and structure.
- 𝗔𝘂𝘁𝗵𝗼𝗿𝗶𝘁𝗮𝘁𝗶𝘃𝗲𝗻𝗲𝘀𝘀 is built through recognized industry involvement like participating in professional bodies such as AICTP , speaking at events, or collaborating within specialized CPA networks. Another big factor is backlinking (you getting mentioned on other authoritative sites).
- 𝗧𝗿𝘂𝘀𝘁𝘄𝗼𝗿𝘁𝗵𝗶𝗻𝗲𝘀𝘀 is established through accurate financial guidance, transparent firm leadership details, clear service terms, and secure client portal integrations.

Want to know if your website is meeting these standards? Grab a strategy call with us and we'll do a free analysis of your website: www.talktoTPM.com

08/21/2026

The Tax Resolution Marketing System That Turns Searches Into Clients https://taxpromarketer.com/the-tax-resolution-marketing-system-that-turns-searches-into-clients/?utm_source=rss&utm_medium=rss&utm_campaign=the-tax-resolution-marketing-system-that-turns-searches-into-clients&utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Tax resolution marketing strategies to help your firm get found, earn trust, and turn urgent IRS searches into qualified leads.