Скачать или смотреть How Tax Pros Grow Beyond Referrals: Build a Marketing Machine

Most tax firms rely on referrals—but what happens when you hire, want to scale, or someday sell? In this candid interview, Andy Frye sits down with Christian (CEO, TaxProMarketer) to unpack the marketing machine that helps tax and accounting practices win more (and better) clients, increase pricing power, and boost exit value. You’ll hear how consistent, value-first email turns preparers into trusted advisors (57% open rate week cited), why visibility beyond your name matters for your firm’s multiple, and how one office raised prices ~40% in two years without client churn.

We also cover leadership & succession (Christian’s CEO transition) and why “organic posting” alone won’t move the needle—what to prioritize instead.

You’ll learn: positioning as an advisor, email that people actually read, SEO/local visibility, pricing power, packages that produce growth, and practical next steps.

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💬 What’s your #1 growth constraint right now—lead gen, pricing, or retention?

00:00 — Should tax pros even market? (beyond referrals)
Skepticism vs. goals; why a firm tied to you is a liability for scaling or selling.

02:32 — When hiring raises capacity, visibility becomes mandatory
“You’re one or two hires away from needing to be visible”—marketing is more than lead gen; it keeps you in front of existing clients too.

03:44 — Build a lead-gen machine (and raise your multiple)
Higher sale multiples when leads come from brand visibility (SEO/local) vs. your name and handshakes.

05:24 — Hidden ROI: pricing power with current clients
Case: ~40% price increase in ~2 years without losing clients, driven by consistent value communications (email).

07:48 — From preparer to advisor (email that gets read)
Not “a newsletter”—timely explanations clients care about; 57% open rate week across accounts; this positioning supports higher fees.

24:18 — What actually moves the needle: packages & channels
Essentials ($697) and Core ($1,497) with optional ads; organic posting alone won’t grow a firm—bundle the right levers.

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