Building the Premier Accounting Firm

Get More Clients Using Your Google My Business Profile w/ James Donovan

Roger Knecht and Nine-Two Media founder James Donovan discuss powerful marketing strategies for accounting firms, from optimizing online visibility with SEO and Google Business Profiles to positioning yourself as an authority, on the latest episode of Building the Premier Accounting Firm. Join us to learn practical steps to attract clients, improve sales conversations, and scale your business beyond referrals, all while maintaining a flexible lifestyle.

In This Episode:

00:00 Welcome and Guest Introduction 02:08 The Importance of Writing a Book 04:53 Transitioning to Outsourced Marketing 07:07 Unlocking SEO for Your Firm 11:10 Leveraging Google Business Listings 14:47 Consistency of Information 17:46 Local Service Ads and Content 21:46 Positioning as an Authority 27:27 Leveraging LinkedIn for Growth 30:10 Marketing and Sales Struggles 33:04 Value of Mastermind Groups 36:40 Living and Working Remotely 38:41 Key Takeaways and Final Advice 43:20 Outro and Resources

Key Takeaways:

  • Establish authority and increase trust by publishing a book and consistently providing valuable content.

  • Optimize your online presence with Search Engine Optimization (SEO) and a complete Google Business Profile to be found by prospective clients.

  • Leverage Local Service Ads for highly qualified, pay-per-call leads, especially in less competitive accounting markets.

  • Refine your sales approach by asking discovery questions, focusing on client outcomes rather than technical processes.

  • Join a mastermind group to gain mentorship, avoid common business pitfalls, and contribute to a supportive community.

Featured Quotes:
  • “If this is how good their free stuff is, what is their paid stuff going to look like?” — James Donovan

  • “You want to speak of the what’s and the whys and have them pay you for the how.” — Roger Knecht

  • “You get to determine the narrative of your message.” — James Donovan

Behind the Story:

This episode delves into the practical side of marketing for accounting firms, moving beyond the traditional reliance on referrals. Donovan, an expert in helping accountants attract their ideal clients, shares insights from his newly published book, “Book Solid.” 

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Our offer is as follows: Helping firms offering Fractional CFO/Tax Plans generate exclusive leads & qualify those leads for quality appointments. We charge a flat fee of $2k/m, and conservatively generate 8-12 leads per account on a monthly basis. 

https://ninetwomedia.com/linkedinagreement-2108

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

  • “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

  • “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

  • “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.

  • “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

  • Professional Bookkeeper, PB

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Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

  • The Accounting & Bookkeeping Tips Facebook Group

  • The Universal Accounting Fanpage

  • Topical Newsletters:

    • Universal Accounting Success

    • The Universal Newsletter

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

For Additional FREE Resources for accounting professionals check out this collection HERE!

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777