The ProMarketer Podcast

Hosted by Christian Jones

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Oct 2026

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About the show

The ProMarketer Podcast discusses marketing for accountants and tax professionals, featuring pro tips, success stories, expert interviews, and current strategies to build up your firm in the easiest and most efficient way possible. Since 2023, host Christian Jones has been the CEO of the leading agency providing marketing for accountants, bookkeepers, business advisors, and tax professionals. Learn more about Christian at linkedin.com/in/christian-jones-44b18346.

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60 recent

October 20, 202625 min

How To Raise Your Tax Resolution Fees and Stop Working 60-Hour Weeks with Dan Henn

If you're stuck working 60-hour weeks and feel like your tax resolution practice is running you, more effort won't fix your business model. So, what are successful tax pros doing differently to double their tax resolution fees and reclaim their weekends? In this episode of the ProMarketer Podcast, Christian Jones sits down with Dan Henn, CPA, CTR™, co-founder of the Tax Resolution Academy®. With over three decades in the profession, Dan rebuilt his firm around high-value pricing and smart workflows. Today, he teaches tax resolution pros how to build scaling representation practices without adding headcount. Listen in to hear Dan and Christian uncover: How one practitioner used Claude Code to build a complete firm pipeline automation in 2.5 hours (a task that previously took nine months of frustration). The low-friction follow-up framework that brings ghosted leads back to the table as paying clients. How Dan doubled his upfront investigation fees and maintained a 90%+ closing rate by shifting client conversations from "costs" to "investments". How to implement pre-qualification questions that weed out low-ticket tire kickers before they take up space on your calendar. If you want to install these systems into your own firm, Dan is teaching these frameworks live at the Tax Pro Profit Maximizer Expo 2026 in Orlando (November 17–19). This event will help you escape capped hourly rates and transition to a predictable, high-margin business model. You'll walk away with an aligned structure for tax resolution fees and automated onboarding systems, along with a complete lead-generation strategy. Click here to grab your seat for the Tax Pro Profit Maximizer Expo 2026 before space runs out.

October 5, 202643 min

How Advisory Accounting Could Turn Your Tax Clients into $2K Per Month Retainers with Dyanna Salcedo

If you're trying to grow your accounting firm, the I'll-just-pile-on-more-tax-clients strategy doesn't work anymore. Not with AI and automated filing software capping what you can charge for tax prep. Yet getting into advisory services a lot of times leads to custom engagements that cause a whole new layer of burnout. To reclaim your time (and your sanity), you need an advisory accounting model that's backed by a repeatable system. In this episode, ProMarketer Podcast host Christian Jones joins Dyanna Salcedo, CEO of The CFO Project. Drawing on her background in military leadership and corporate finance, Dyanna empowers CPAs and tax pros to move away from commodity filings into high-yield CFO practices. Dyanna breaks down how you can leave behind historical filings to build a more predictable business model. She reveals a framework built around tracking 12 core cash flow drivers that allows tax pros to command an average $2,000/month recurring retainer (and spend just 2 to 4 hours per client monthly) and proves why technology can never replace human-led advisory accounting. Ready to AI-proof your firm and build a practice you love? Visit https://thecfoproject.com/tax-pro-marketer to schedule a discovery call.

June 12, 202618 min

Why Am I Not Getting Tax Resolution Leads Online?

You know that taxpayers in your area are getting IRS letters and losing sleep from wondering how bad their tax debt is going to get. But when they get online to search for help, can they find you? In this episode, Christian Jones and Noah Jenks look at what's actually working for tax resolution pros who are getting found online. Tax pros who are bringing in: 7 leads in less than a month at $86 per lead 33 leads over a year, with an average cost per conversion of $170 Leads with up to $400K owed and years of unfiled returns. You'll learn the digital marketing moves that are getting tax resolution firms more IRS debt cases. And how asking the right questions on your website can turn nervous visitors into qualified tax resolution leads. If you're looking to get more tax resolution leads, this episode shows you what's possible when your digital marketing is designed to capture them.

May 29, 202640 min

Will AI Take Over Accounting? How to Build A Firm AI Can't Replace

If you own a tax, accounting, or bookkeeping firm, you're seeing software get smarter and watching compliance get easier to automate because of AI. How long will your clients keep paying your fees if they start believing AI can do the same work faster and cheaper? Will AI take over accounting firm owners' work altogether? TaxProMarketer's Christian Jones (CEO) and Noah Jenks (Director of Sales) take this episode of the ProMarketer Podcast to talk about what this shift means for your firm. And, more importantly, what you can do now to protect your client relationships. You'll hear: Why firms built on form-filling and once-a-year check-ins will struggle to grow How to position yourself as the trusted advisor your clients still need Why your website, email follow-up, reviews, and marketing message matter more as AI changes how people search for help So, will AI take over accounting? Not for the firms that know how to prove their value beyond compliance. Listen in to learn how to stay visible in AI search and give your clients a reason to choose YOU (instead of the AI-powered option).

May 12, 202641 min

How to Fix Your Sales Process and Grow Your Accounting Practice

You want to grow your accounting practice, so the first thing you think is: "I need more leads." But if… Sales calls turn into free consulting instead of clear next steps You struggle to explain why your monthly bookkeeping, tax planning, or CFO advisory fee is worth the investment You don't have a plan for handling "I'll think about it" Follow-up depends on whoever remembers to do it …You're going to lose good opportunities even when the leads are coming in. If any of those apply to you, then the real way to see growth in your accounting practice is by fixing your sales process. In this episode of the ProMarketer Podcast, Christian Jones talks with Michelle Weinstein, a seasoned entrepreneur, sales strategist, and founder of The Abundant Accountant. Michelle helps accounting, tax, fractional CFO, and bookkeeping firm owners sell high-level services with confidence. Her clients have collectively added over $28 million in additional revenue to their firms. Listen to hear Michelle break down why you may need to learn how to close the opportunities already in front of you to grow your accounting practice. You'll learn how to stop undercharging, talk through pricing objections without getting defensive, use AI to support preparation and follow-up, and build a sales process that helps you win better clients instead of chasing every prospect who asks for a quote.

April 22, 202625 min

How to Get Accounting Leads: Real Marketing Results from Growing Firms

Want to know how to get accounting leads without wasting money on marketing that doesn't perform? In this episode, Christian Jones, TaxProMarketer CEO, and Sales Manager Noah Jenks break down real Q1 2026 client success stories to show what is actually working right now for tax and accounting firms that want more visibility and more qualified leads. You'll hear real examples of firms… Generating organic website leads. Building stronger Google review momentum. Improving keyword rankings. Creating consistent lead flow through better SEO, stronger websites, and strategic advertising. If you've been wondering how to get accounting leads, this episode is packed with practical insight for tax and accounting firm owners who want a stronger return on their marketing investment.

April 6, 202631 min

How to Rank in ChatGPT Search: What Tax Professionals Need to Do Now to Stay Visible

What happens when your next best client skips Google and asks ChatGPT to help them find the "best accountant near me"? That's the shift happening right now. Your prospects are using AI tools to find answers and choose who to trust. What does that mean? Even successful firms will become invisible if they don't give AI enough proof that they're the firm to recommend. In this episode, Christian Jones, CEO of TaxProMarketer, and Noah Jenks, Sales Manager, explain how to rank in ChatGPT search, Gemini results, Claude recommendations, and the rest. So your firm keeps up as the way people search dramatically transforms. Listen in to learn how to rank in ChatGPT search and what tax pros need to do now to stay competitive.

February 13, 202655 min

Get More Accounting Clients With An Effective Sales Funnel

Wondering why it feels so hard to get more accounting clients consistently? You don't have a sales problem. You have a pipeline problem. In this episode of the ProMarketer Podcast, TaxProMarketer CEO Christian Jones and Director of Sales Noah Jenks break down where most firms lose leads… and what an effective sales funnel actually looks like for accounting firms. They explain the structure and automation you need to stop losing opportunities and focus your time on better-fit clients. If you want to get more accounting clients, this episode lays out the framework that makes growth predictable instead of random (without adding work to your plate).

February 4, 202643 min

Accounting Firm Growth in the Age of AI

People interested in your services aren't just searching on Google and scrolling the results to find you anymore. They're asking ChatGPT. They're letting Google's AI Overviews give them guidance. They're putting their trust in AI platforms to answer their questions and help them decide which accountant they should trust. And as the search rules are being rewritten, so are the rules for accounting firm growth online. The thing is, most firms don't even have an online presence, which means in the new AI world, they're getting left behind. The uncomfortable reality for accountants right now: They are invisible to search because they have generic websites that lack depth and authority. The ones winning at accounting firm growth right now are positioning themselves as trusted experts who answer real client questions in ways AI understands. TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks explain how AI decides which firms to recommend. Tune in to learn the AI marketing strategies for accountants to get found online by high-quality leads.

January 28, 202636 min

The Simple Tax Season Marketing Move To Get More Clients

"I know marketing matters, but I just can't deal with it during tax season." Once tax season starts, you're buried in client work and relying on referrals. Time is not something you have an excess of. So, tax season marketing falls to the bottom of the priority list. But this is actually when your marketing matters MOST. Potential new clients are actively searching Google for help and choosing competitors who look more credible online . In this episode, TaxProMarketer CEO Christian Jones and Sales Manager Noah Jenks break down one of the most overlooked (yet controllable) tax season marketing levers: Google reviews. They explain why reviews directly impact rankings and lead volume. Listen in to find out how a simple, repeatable Google Review strategy can help you attract higher-quality clients during tax season without adding more chaos to your plate.