Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker

Matthew Banker, a founder and visionary of Benchmark Growth, a marketing agency for accounting firms, joins Adam and Tom to discuss five common marketing mistakes that CPA firms make: not knowing their customer or what they sell, sending good traffic to a bad website, working with the wrong marketing partner, thinking of marketing as an expense rather than an investment, and not having a clear message. Matthew also explains the importance of having a niche when it comes to marketing.

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Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.