19 min This Video Script Scaled Our Tax Offer To $5.5M/yr
The exact 4-part VSL scripting process used to generate millions for accounting firms, from client avatar to AI-enabled script generation.
37 min How to Build a Sellable Accounting Firm | Ocean Gross
Investment banker Ocean Gross breaks down the 5 types of risk that determine your accounting firm's valuation — and how to eliminate each one.
16 min How to Build Your First Funnel in Accounting (With Examples)
The best-performing funnel structure for accounting firms in 2026: a two-part VSL application funnel plus webinar, with real examples and close rates.
14 min How To Pick Your Niche In Accounting (Full Guide)
How to niche down your accounting firm to charge premium fees and attract better clients, with 3 real case studies from firms that crossed $1M+.
![How This Bookkeeper Scaled From $30k/mo → $92k/mo in 2025 [LIVE WORKSHOP RECORDING]](https://i.ytimg.com/vi/U6QCPbCaioE/maxresdefault.jpg)
1h 0m How This Bookkeeper Scaled From $30k/mo → $92k/mo in 2025 [LIVE WORKSHOP RECORDING]
Brock Hartzler of ProMover Accounting scaled from $30k to $92k/mo in 12 months. Here's the exact marketing, sales, and delivery playbook he used.
20 min How This Tax Planner Sold $130k of Tax Plans in 60 Days
Daniel Koehler of GTG Tax Planning closed $130k in tax plan sales in 60 days using niche messaging and targeted ads for tech workers with RSUs.
1 min Most Accountants Suck at Marketing
Why most accounting firms default to acquisitions instead of marketing, and why building a client acquisition machine is the superior growth strategy.
9 min 'We Weren't Getting in Front of the Right People' - How Niche Messaging Fixed Their Sales Problem
How Rudy Rodriguez of Freedom From Accounting went from broad, untargeted marketing to niche messaging that lets him see leads sitting at the kitchen table.
1 min Most People Teach Marketing All Wrong
Marketing isn't an art form — it's a science. Here's how to diagnose what's broken in your funnel instead of guessing and hoping.
1 min This Trick Makes People Feel Seen
The 'Three Whys Deep' framework helps you understand what clients actually want — so your marketing speaks to their real desires, not surface-level needs.
1 min Why Referrals can Kill Your Business
Referrals feel great until they trap you in a cycle of low-paying clients. Here's how to break the pattern and move upmarket.
1 min How Free Work Turns Into Paid Clients
The smart way to use free work to build a full client roster, raise your prices, and transition to premium fees without burning bridges.
1 min What Your Clients Really Care About
How to do real market research for your accounting firm using 6 sources so your marketing speaks directly to what clients actually want.
14 min Top Marketing Strategies For Accountants In 2026
A ranked breakdown of the best marketing strategies for accounting firms in 2026 — from SEO to Facebook ads to affiliate partnerships.
1 min Your Profit Isn't the Only Thing That Grows
How EBITDA multiples work for service businesses and why doubling your profit can triple or quadruple your business valuation.
17 min Stop Making Educational Content. Do This Instead.
Educational content attracts other professionals, not your ideal clients. Here's the framework that actually drives leads for accounting firms.
1 min Don't Know Your Niche? Do this
A simple exercise to find your niche using your existing client list. Export, filter, and find the overlap that defines your ideal client.
2 min This is Why Your Profits are Low
If you only have one thing to sell, you're leaving money on the table. Here's how to build a spiderweb of services that maximizes client lifetime value.
36 min How To Buy a CPA Firm in 2025 (Full Process)
Ryan Bakke walks through buying a $2.5M CPA firm with 330 clients, covering deal structure, due diligence, earnouts, and retention.
22 min How to Niche Down Your Accounting Firm
Small business owners is not a niche. Learn how to find your real niche using your client list, build a brand messaging blueprint, and attract the right leads.
10 min How This Accountant 5x'd His Lead Flow Before His Funnel Even Went Live
Zokpia Olumese went from 4-10 leads a year to closing 3 out of 5 in one month — before his funnel even launched. Here is what changed.
36 min The Math to Scale Your Accounting Firm to $1M (2025)
Reverse engineer your path to a million dollars using CAC, lifetime gross profit, and real math for tax, bookkeeping, and CFO firms.
19 min I changed my mind on marketing, now I get 5x the customers
Marketing is not about visibility anymore. It is about trust. Here are three practical takeaways to make your accounting firm more profitable in the next 90 days.
22 min How To Get Bookkeeping Clients In 2025 (full guide)
A 4-step marketing strategy for bookkeepers to attract ideal clients, build a funnel, drive traffic, and track ROI with real examples and numbers.
18 min This Accountant Makes $3M/yr With One Simple Funnel
The exact three-step funnel we used to scale a real estate CPA firm to $3M per year, including the VSL, application, and backend pipeline.
23 min This Accountant Makes $8708 PER DAY (here's how)
How Ryan Bakke hit $3.1M/year selling tax strategy — the funnel, traffic system, and ROI metrics behind $8,708 in daily revenue.
30 min How to Get Tax Strategy Clients (full marketing strategy)
A complete end-to-end marketing system for tax strategy firms. VSL funnel, application step, discovery call, and how to get leads into the system at every stage.
12 min I Built a $3M/yr Content Strategy For a CPA Firm
The content strategy framework behind a CPA firm doing $3M/year. How to never run out of ideas and create social content that converts.
47 min How This CPA Built a $3M/yr Firm in His mid-20s
Ryan Bakke scaled Tax Strategy 365 from $100K to nearly $3M in revenue. Here's the marketing, sales, and operations playbook behind the growth.
14 min How This CPA Firm Booked 98 Calls Last Month With $0 Spent On Ads
The marketing funnel every accounting firm needs to convert existing website traffic into booked sales calls — no ad spend required.
13 min How This Bookkeeper Added $84,000 ARR In 30 Days
Brock Hartzler added $7K/mo in recurring revenue in his first month of ads on just $4-5K in spend. Here is how ProMover Accounting did it.
23 min I'm Scaling To $83K/Month in 2025 (Copy My Plan)
My quarter-by-quarter blueprint to scale a service-based marketing firm from $31K/month to a million-dollar run rate in 2025.
6 min Why Smart Entrepreneurs Often Plateau (And Others Don't)
Most entrepreneurs limit themselves by sticking to one mode of learning. Here is why closing your skill gaps from any source is the real key to growth.
5 min My Business Almost Died In 2024 (but I'm still here)
2024 was the hardest year of my life. I lost months of revenue, rebuilt from scratch, and came out the other side with a better business model.
44 min How This CFO Is Building a 7-Figure Firm With Only 12 Clients
Shannon runs a fractional CFO firm capped at 12 clients, charges premium fees, and is on track for seven figures. Here is how she built it.
17 min The Math To Build a $1M Accounting Firm in 2025
Learn the one marketing KPI that determines if your accounting firm can scale profitably: CAC to LTGP ratio, with real examples and levers to pull.
13 min MrBeast's Employee Handbook Just Leaked... Here's My Thoughts
Five lessons from MrBeasts leaked 36-page employee handbook that every B2B CEO needs to understand for building high-performing teams.
44 min GaryVee's Videographer: THIS Is How To Grow On Social Media
Connor Newell, former GaryVee videographer, shares how to create content that converts into clients using storytelling, shares, and saves.
8 min The Content Advice I Wish Someone Told Me 2 Years Ago
Two content strategies that changed everything for getting high-ticket clients from social media: show dont tell and sell consistently.
8 min The Rookie Mistake You're Probably Making On Sales Calls
Your sales calls are failing because your questions are not aligned with your offer. Here is how to fix that and close more deals on every call.
7 min Advice for Getting Clients on Instagram
Why 30K Instagram followers produced zero sales calls, and how to fix your social media strategy to actually convert followers into clients.
13 min Every B2B Firm Needs THESE 3 People to Succeed in 2024
A service business needs three key hires to scale the CEO out of the day-to-day: a rainmaker, a client success manager, and an integrator. Here is what each does.
11 min The Best Facebook Ads Strategy To Sell High-Ticket Services in 2024
Why lead form ads fail for high-ticket services and how the VSL funnel with email marketing solves the know-like-trust problem.
18 min How This Financial Planner Tripled His AUM in 12 Months | Tyler Murphy
Tyler Murphy grew from $50-80K to a $150-200K revenue projection by spending just $2,500 on ads. Here is the Instagram-first strategy that worked.
29 min This Accountant Reveals How He Took Home $1M in Profit Last Year
Ryan Bakke scaled his real estate CPA firm from $100K to $1.7M and took home $1M in profit. Here is exactly how he did it with niching, pricing, and lead flow.