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Your greatest opportunities as an accountant are found in your problem solving ability and your professional know-how. Say there's an IRS notice sitting on a potential client's kitchen counter that they don't know how to handle. That's where you come in.
AI can file a return faster and cheaper than ever, which means your credentials and your software aren't what make you stand out. It's the moment you picked up the phone and knew exactly who to call, what to say, and how to get their issue resolved.
One experience like that doesn't just keep a client... it redefines what they think a tax professional is capable of. They go from seeing you as the person who files their return once a year to seeing you as the person who knows the answers and can actually help them with 𝘢𝘭𝘭 their financial moments, big or small.
Take it from our friend Andy Frye at Pronto Tax School.
07/01/2026
Could your dependence on referrals be limiting your business's growth?
There are ways to consistently attract better-fit clients all year long and get found by those searching for your services.
Tomorrow, July 2nd, Christian Jones and Noah Jenks are hosting a free webinar on CPAacademy.org, to share with you the proven marketing strategies we've seen work for hundreds of other accounting firms.
They'll cover Google and AI search visibility, paid ads, follow-up systems that convert, and a sales process that doesn't let good leads slip away.
Register: http://cpaacademy.org/s/company?recordId=001C000001HQwIdIAL&ref=taxpromarketer
06/30/2026
It's Social Media Day and we couldn't let it pass without giving a shoutout to the person who makes social media happen around here.
Meet Jill. She's the one behind your content getting scheduled, posted, and responded to, keeping our clients consistently visible and engaged across their platforms.
Happy Social Media Day, Jill! We're grateful for you.
06/26/2026
Does your Google Ads dashboard feel like a foreign language? Here's a cheat sheet for what you should know and pay attention to:
𝗜𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻𝘀
How many times your ad was shown. A high impression count means your ads are being served, but impressions alone don't tell you much about performance.
𝗖𝗹𝗶𝗰𝗸𝘀
How many people actually clicked your ad. This is where intent starts to show up. Someone who clicks is at least curious.
𝗖𝗹𝗶𝗰𝗸-𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝗥𝗮𝘁𝗲 (CTR)
Clicks divided by impressions. A higher CTR means your ad copy is resonating with the people seeing it. For accounting firms, a CTR above 5% is generally a good sign.
𝗖𝗼𝘀𝘁 𝗣𝗲𝗿 𝗖𝗹𝗶𝗰𝗸 (CPC)
What you're paying every time someone clicks. Lower isn't always better. Sometimes higher-intent keywords cost more but convert far better.
𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻𝘀
This is the one that matters most. A conversion is a completed action (think a form submission, a phone call, a booked appointment, etc.). If your conversions are low, the problem is usually your landing page or follow-up system, not the ads themselves.
𝗖𝗼𝘀𝘁 𝗣𝗲𝗿 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻
What you're paying for each lead. This is the number that tells you whether your ads are actually working as a business investment.
𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗦𝗰𝗼𝗿𝗲
Google's rating of how relevant your keywords, ads, and landing page are to each other. A higher quality score means lower costs and better placement. This one lives in the background but drives everything else.
The goal with these metrics is to understand 𝘸𝘩𝘢𝘵 the data is telling you and make better decisions because of it.
Clarity in your decision making comes from good data, and good data comes from having the right reporting in place.
If you've got a website, you're posting to social media, and you're running ads, but you can't point to where your leads are actually coming from or what's converting, you're making growth decisions based on guesses rather than facts.
When the reporting is done right, everything gets clearer. You're able to see what's working, what's not, and make decisions accordingly.
Clear reporting is one of the first things we get in place for the firms we work with because we believe everything else works better when you're able to see and understand what the data is telling you. And it's something we'd do for you if you were our client, too.
(𝘋𝘔 𝘶𝘴 𝘪𝘧 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘵𝘩𝘢𝘵 𝘬𝘪𝘯𝘥 𝘰𝘧 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘪𝘯𝘵𝘰 𝘥𝘪𝘨𝘪𝘵𝘢𝘭 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘵𝘩𝘢𝘵 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘸𝘰𝘳𝘬𝘴 𝘧𝘰𝘳 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵𝘴.)
06/24/2026
The 𝘁𝗼𝗽 𝘁𝗵𝗿𝗲𝗲 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 on a local Google search are the ones that 99% of people call when they search for a tax professional.
So, getting in those top 3 spots should be a priority for your service-based accounting business.
Join Christian Jones and Noah Jenks on June 25th at 10AM CT to find out how you can get into those spots... and 𝘴𝘵𝘢𝘺 𝘵𝘩𝘦𝘳𝘦.
Register here --> http://cpaacademy.org/s/company?recordId=001C000001HQwIdIAL&ref=taxpromarketer
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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 |
