TaxProMarketer

Emails that feel impersonal and irrelevant to the reader go to one place: the trash.

Swipe through for a checklist for writing emails that actually get read by your list.

Not all accounting leads are created equal. Any accountant who's ever taken on the wrong client knows exactly what we mean. The ones who...
- Haggle on price because they don't understand the true value of your services
- Disappear for months and then show up a week before the filing deadline desperate for help
- Ignore your suggestions for how to lower their taxable burden

While marketing can get you 𝘮𝘰𝘳𝘦 leads, SMART marketing focuses on getting you the 𝘳𝘪𝘨𝘩𝘵 ones.

When you pull on the right digital marketing levels, your tax firm gets positioned to be found online by people who are actively searching for your services. And with ChatGPT and Claude now in the mix, you want to make sure your firm shows up when people start asking about the right tax entity for their business or the most tax efficient way to build their retirement savings.

Are you positioned for that? If not, that's where we come in. Comment LEADS if you want to set up an appointment.

This weekend we celebrate 250 years of freedom in America. We've only been around for about 20 of them... which, in the grand scheme of American history, is basically last Tuesday. But in the marketing world, nearly two decades of helping accounting and tax firms grow means we've got proven strategies, seen real results, and learned a lot of lessons along the way.

We're grateful to do this work in a country that makes it possible to build something worth being proud of.

Happy Independence Day from all of us at TaxProMarketer!

Social platforms like LinkedIn, Instagram, and TikTok are building AI search directly into their ecosystems. This means the words in your captions and posts are increasingly being indexed, surfaced, and served to people who are actively searching for what you do, right there inside the platform.

A great photo or a well-produced video still matters. However, if the copy around it is vague or generic, it won't get found by the people who are actually looking for what you offer.
The firms that treat their social media captions as seriously as their website copy are the ones that are going to show up in those searches.

Here's a simple place to start: open Facebook and start typing a question your ideal client might ask (something like "CPA for small business") and pay attention to what the platform suggests before you finish typing. Those suggested searches are telling you exactly what people are already looking for inside the app, so use that as a starting point for your next post. Answer the question clearly in your caption, and you've just made your content findable by the exact person you want to reach.