How Great Sales and Marketing Can Level Up Your Accounting Business with Tyler Clark

CFO Weekly

An accounting firm deals with the client's numbers only, right? So reaching new clients and retaining them shouldn't be that much of a problem. After all, they need your services to keep everything in order. Though that’s partially true, even in the accounting space, the competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Funnily enough, Tyler Clark believes accounting businesses can do just that with the help of a well-established sales and marketing strategy.

Tyler Clark is the Co-Founder of DreamFirms, a company that works with entrepreneurial accountants to build the accounting firms of their dreams. After working with thousands of accountants, Tyler knows what works and what doesn’t in today's fast-paced digital age. Before DreamFirms, Tyler was the Co-Founder of America’s Choice Bookkeeping, and Tax and Digital Marketing Strategist at New Clients Incorporated.

In this episode, we discuss:

• The first-ever marketing and sales consulting firm for accounting professionals
• How DreamFirms help accounting firms build their dream businesses
• Traditional versus modern marketing methods
• How to ensure the timing is right for your marketing strategy
• What good content looks like in the accounting space

Learn more about Tyler:

• Tyler Clark on LinkedIn
• DreamFirms Website
  
  

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

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Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank.
Check out our three most downloaded episodes:

• Strategic Planning and Forecasting for the Future w/ John Cappadona
• Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
• Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller

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