Numbers Don't Lie: Marketing Insights for Accountants

Cajabra
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  • MARKETING
  • UPDATED WEEKLY
Numbers Don't Lie: Marketing Insights for Accountants

Numbers Don't Lie is hosted by Co-Founders of Cajabra Marketing for Accountants, Janel Sykora and Brad Pinzur. Experts in marketing and sales with a passion for helping accountants sell high value services beyond compliance, Brad and Janel tackle all things sales and marketing for accounting firms. They share their knowledge and expertise as well as interviews with business owner guests who offer insight about what business owners want and are willing pay for when it comes to outsourced CFO, CAS, and business advisory services.

Episodes

  1. 1 DAY AGO

    The Firm Differentiator You May Be Overlooking

    It sounds simple, but this is what so many accounting firms miss. In a crowded marketplace with tens of thousands of firms all providing the same services, how DO you differentiate yourself? Brad and Janel explore a thought provoking topic and offer a simple and actionable takeaway for firms to re-think their approach to attracting better, higher paying clients.

    20 min

  2. OCT 24

    How to handle the "price" objection as an accountant

    Being able to confidently anticipate and handle objections is critical when it comes to closing new business. Salespeople are trained in this, but most accountants are not. Today, Brad and Janel talk about the secrets to successfully overcoming the objection to price. With over 30 years selling professionally, Janel shares key strategies for navigating the topic of price. After all- as an accountant, you should be an investment to a business owner's bottom line...not an expense. For accountants who want to sell more monthly services- whether outsourced CFO, CAAS, or advisory services- this is a must listen!

    26 min

  3. OCT 10

    A key secret for generating leads that will pay for your monthly services

    In this special "Hurricane Milton" edition, Janel is broadcasting from Tampa and Brad from Boca Raton. We are asked all the time by accounting firms, "what's the best way to generate new leads?" Well, you may surprised. In this episode Janel and Brad explore exactly how to optimize the leads that you may not even realize you have first- and then set yourself up for generating new ones.

    35 min

  4. SEP 26

    Gen Z business owners and what accountants should know

    Brad and Janel interview Lexie Maitland, a Gen Z business owner, to understand what is important to her when it comes to managing the financial aspect of her business. Lexie is a bikini competition prep coach, and what you hear from her may surprise you. Listen up accountants! There are over 240,000 Gen Z'rs running businesses. If business owners are your ideal clients- this is a conversation full of insight...

    35 min

  5. SEP 19

    Marketing secrets for selling outsourced CFO services with Cameron Williams

    Cameron Williams is laser focused on his niche market, and he has an offer that is so dialed in he has cracked the code on attracting clients who need consulting and CFO services. In fact, he is so full of wisdom that we had to have him back for Part 2! Enjoy Cameron's insights and best practices for attracting clients you love to serve.

    35 min

  6. SEP 12

    The role of internal and external marketing in CPA firms with Julie Smith

    Julie Smith, Practice Manager for Harper and Company CPAs Plus, serial entrepreneur, and co-host of the podcast Empowering Entrepreneurs, shares insights on running a successful CPA advisory firm and the role branding and marketing play. She emphasizes the need for CPA firms to get paid for their expertise and to define their brand and target market. Julie discusses the role of marketing in educating clients about the firm's brand and services and highlights the importance of internal marketing to align the team and create a consistent message. Listen in as Julie shares shortcuts and inspiration for firms to continuously innovate and evolve.

    35 min

  7. SEP 5

    How this accounting firm owner chose his niche with Cameron Williams

    Accounting firm owners are more than accountants- they are business owners who must market effectively IF they want to attract clients willing to pay for their expertise. Listen in as Cameron Williams, CPA, tells the story of how he started his firm from scratch. With a wife and 3 young children, this is how Cameron went from nothing to everything he wanted in a business.

    41 min

  8. AUG 29

    What does a startup look for in an accountant?

    You may be surprised as what this small business owner says is most important when it comes to selecting an accountant. In this episode, Brad and Janel get into the mind of startup business owner and national speaker, Leslie Alvarez. The business of accounting has changed from a largely transactional model to that of packaging and selling expertise. The key ingredient to success when it comes to acquiring and keeping clients? Hear what Leslie has to say in this episode. Questions about marketing your firm to drive outsourced CFO, CAAS, or new advisory revenue? Schedule a complimentary strategy session for your firm here: https://cajabra.com/contact-us/https://cajabra.com/contact-us/

    33 min

  9. AUG 22

    How to have a sales conversation as an accountant

    The "S" word can be scary for accountants who are more comfortable with solving problems than convincing someone to do business with them. However, for accountants who want clients that will pay for outsourced CFO, CAS, or advisory services, learning how to have an effective sales conversation is a must. Co-hosts Brad and Janel talk about how to have a sales conversion, how to craft a message that will resonate with your ideal prospect, and how to ask the right questions. Link to book mentioned: Build a Storybrand by Donald Miller

    23 min

  10. AUG 15

    Inside the Mind of a Small Business Owner Part 1: What Exit Plan?!

    As accountants, put yourselves in the minds of small business owners. How do they view the value you bring to their business? This episode is a deep dive with a small business owner who built and exited one business and then took what he learned to build another. Richard Sargent is a very successful marketing agency owner who knows how to scale. His insight takes you into the mind of a business owner. How they think about accountants - and more importantly- how we need to continue to educate business owners on what advisory services, outsourced CFO services, and client accounting services can do for them. This is an episode you are going to want to listen to more than once...

    31 min

  11. AUG 8

    How to invite prospects into your sales process

    Small accounting, bookkeeping, and CPA firms often struggle with the technology behind marketing. Brad and Janel focus today's conversation on where you start when you feel overwhelmed and don't know where to turn to fix problems like- website performance and managing your Google Business Profile. The talk about how to invite new prospects into a conversation via your website or your Google Business Profile- and how to have that sales conversation.

    31 min

  12. AUG 4

    Intro episode: Sales and Marketing Truths for Accountants

    Welcome to the very first (and not perfect) episode of the brand new podcast, Numbers Don't Lie: Sales and Marketing Truths for Accountants. This podcast is hosted by marketing and sales experts who work exclusively with accountants to help them market and sell outsourced CFO and advisory services. In this introductory episode, hosts Janel Sykora and Brad Pinzur explore the different ways numbers are important in marketing for accountants, such as driving traffic, generating leads, and analyzing margins. The hosts express their excitement about deep diving into the needs and desires of accounting firm clients and changing the public's perception of accountants. They also mention their plans to have guests on the podcast and have fun conversations.

    10 min
  • 12 Episodes

About

Numbers Don't Lie is hosted by Co-Founders of Cajabra Marketing for Accountants, Janel Sykora and Brad Pinzur. Experts in marketing and sales with a passion for helping accountants sell high value services beyond compliance, Brad and Janel tackle all things sales and marketing for accounting firms. They share their knowledge and expertise as well as interviews with business owner guests who offer insight about what business owners want and are willing pay for when it comes to outsourced CFO, CAS, and business advisory services.

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