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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

TaxProMarketer

Name: TaxProMarketer
Address: 312 SW Greenwich Drive #1442, Lees Summit, MO, 64082, US
Telephone: +19136745965

To attract (and keep) more tax & accounting clients and build the practice you've always wanted. www.youtube.com/

TaxProMarketer was established by Nate Hagerty in May of 2007 in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professional

s) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability). Grab a complimentary analysis with us now!

05/29/2026

What's on your mind when it comes to growing your accounting firm? Google rankings, AI search, getting more reviews, running ads, email marketing? Whatever you've been wondering about, drop it below.

We're always looking for good questions to dig into, and we go live on YouTube every Monday at 11:30AM CT if you want to catch the answers in real time.

Subscribe here: https://www.youtube.com/?sub_confirmation=1

05/28/2026

The 100 days of tax season can’t carry the other 265 days of your tax business.

If your marketing stops after filing season, so does your opportunity for new revenue. If you're going to build revenue year-round, you can't go quiet when April ends. You have to stay visible, continue showing up in people’s inboxes, and make sure your website is Google and AI search optimized and ads are running before the rush of next tax season starts.

Join Christian Jones and Noah Jenks on June 11 to hear more about how your firm can keep building revenue beyond tax season.

You'll learn more about the marketing pieces that shape whether better-fit clients find you, trust you, and remember what else you can do for them.

Register here: https://zoom.us/webinar/register/1417792340097/WN_kGQTs4IESZKfyv4XGZeUxQ #/registration

05/27/2026

Let's all join together to celebrate Trinity Russell's new role as Client Support Manager!

Trinity has been an incredible part of our team this past year, and fully deserves her place in this new role. Her number one goal is to serve our clients well and help her team do the same. She gives kindness and a strong attention to detail for every conversation and then follows up to make sure our requests are fulfilled and answers are given. Her incredible organizational skills ensure that nothing gets dropped.

From Trinity: "I'm excited to grow in the company and help our clients with the incredible TPM Client Support team!"

We're excited too, Trinity.

05/26/2026

People are increasingly skipping traditional Google searches and going straight to ChatGPT, Gemini, Perplexity, and Claude to find the help they need.
So... if your firm isn't showing up in those results, 𝘆𝗼𝘂'𝗿𝗲 𝗶𝗻𝘃𝗶𝘀𝗶𝗯𝗹𝗲 to a growing number of potential clients.

Christian Jones and Noah Jenks just dropped a new course on Earmark CPE breaking down exactly what to do about it. They cover generative engine optimization, how to write website content AI platforms actually pull from, why Google reviews matter more than ever, and where paid advertising fits as search continues to shift.

If AI search has felt like a moving target you aren't sure how to hit, this one is for you.

Listen and earn CPE credit: earmark.app/c/3432

05/25/2026

It's tempting to enjoy a long weekend without remembering what today is for. Today we pause to honor the men and women who gave everything so we could have the freedom to build the businesses and lives we love.

We may not know all their names, but we know what they gave, and we don't want to let the day go by without expressing our gratitude.

05/22/2026

What does your firm do when a new lead comes in?

If the answer involves someone's memory, a sticky note, or an email thread... we aren't going to judge you, but we are going to offer you a better way forward.

We built ClientStack specifically for tax and accounting firms to manage leads, automate follow-up, and track every client conversation in one place.

With a CRM like ClientStack:
- A lead fills out your form at 9pm, and they hear from you before your competitor opens their doors in the morning.
- "Did anyone call that guy back?" stops being a regular question in the office.
- You can easily see which marketing channels are bringing in new clients.

If you want to know more about ClientStack, leave a comment. We'd love to talk!

05/21/2026

Be honest. How many leads slipped through the cracks this busy season?

Someone found you through a friend. Someone found you online. They gave you their information, they wanted your help, and then life got busy and the mental note to follow up faded somewhere between a client call and a deadline.

This is one of the top three problems Christian Jones sees across the tax and accounting space. And let's be clear: it's not a you problem, it's a 𝘴𝘺𝘴𝘵𝘦𝘮𝘴 problem.

An accounting lead that comes in and doesn't have somewhere to go will almost always go cold. That's just what happens without a real sales pipeline in place.

ClientStack is the software we built to fix exactly that. A clear view of where every lead is, what needs to happen next, and who needs a follow-up. No sticky notes. No guessing.

If that sounds like something your firm needs, DM us to find out how you can get access to our custom CRM.

05/20/2026

Meet Sam and Emily, the newest members of our Client Support team!

They’re the ones making sure our clients feel taken care of every step of the way, and we couldn’t be happier to have them on board. If you’ve reached out to us lately, there’s a good chance you’ve already heard from one of them.

A couple of fun things to know about them:

Emily is currently in a full-on balcony battle with some very determined pigeons who keep trying to get to the strawberries she’s growing.

And Sam is a certified thrift enthusiast who firmly believes you can find just about anything you need if you’re willing to look hard enough.

We’re so glad to have both of them on the team.

Welcome, Sam and Emily!

05/19/2026

If "we should probably add advisory services" has been on your mind for a while, you're in good company.

33% of tax professionals in a recent survey of 30,000+ said it's their top priority right now. The industry knows the shift is coming. Figuring out 𝘩𝘰𝘸 to actually structure and deliver it is the harder part.

That's what The CFO Advisory Blueprint is for. It's a free 3-session workshop from our partners at The CFO Project running May 26–28, built for accounting professionals who want a more concrete look at how a CFO advisory practice works in real life. Not just the idea of advisory, but the structure behind it.

It's free to attend and CPE is available. Learn more and register: thecfoproject.com/CFO-Advisory-Blueprint

Address

312 SW Greenwich Drive #1442
Lees Summit, MO
64082

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+19136745965

Website

http://taxpromarketer.com/

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