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Be Insightful Webinar Archive

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What Great Accounting Websites Do (and Bad Ones Don’t): The Essential Five

What Great Accounting Websites Do (and Bad Ones Don’t): The Essential Five

Niche Marketing 58 min

AI search and zero-click results are rewriting how buyers find firms. If your website isn’t built for this shift, you’re invisible. In 60 minutes, we’ll show you the five things great accounting sites do: a brand story that passes the 5-second test, CTAs that get clicked, friction-free scheduling, trust-building video, and an answer-driven blog that wins in Google and AI chats. You’ll leave with plug-and-play templates and a 30-day plan to turn your site into a quiet rainmaker. If your homepage can’t book a call today, you can’t afford to miss this. Learning Objectives: 🎯 Craft a 5-part homepage story (Who, Problem, Outcome, Proof, Next Step) 🎯 Apply a CTA system with one primary and two micro-CTAs for conversion 🎯 Set up instant booking with an embedded calendar and short pre-qual form 🎯 Produce a 60-second homepage video and two supporting clips 🎯 Plan a 12-post “questions” blog strategy for Google and AI visibility

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The Leaky Bucket Problem: Why Most Accounting Firm Advertising Fails (And How to Fix It)

The Leaky Bucket Problem: Why Most Accounting Firm Advertising Fails (And How to Fix It)

Niche Marketing 50 min

Many accounting firm owners, feeling the pressure to grow, turn to paid advertising on platforms like Google and LinkedIn expecting a flood of new clients. Unfortunately, most find the return on investment disappointing. Why? Because advertising without a solid marketing foundation is like pouring water into a leaky bucket. This practical, one-hour session is designed for accountants, not marketers. We will demystify digital marketing and show you why a consistent organic strategy is the most valuable asset for long-term, sustainable growth. You'll learn the simple, foundational "plumbing" every firm needs before ever spending a dollar on ads. We will then cover the essential questions to ask and the simple funnels to have in place if you do decide that paid advertising is the right accelerator for your firm. Leave this session knowing how to build a marketing engine that captures and nurtures leads, ensuring that any future advertising dollars are an investment, not an expense. Learning Objectives: By the end of this webinar, participants will be able to: 1. Differentiate between organic marketing and paid advertising, and identify the primary role of each in a professional services context. 2. Identify at least three key components of a foundational organic marketing strategy that builds trust and generates inbound leads. 3. Recognize the necessary preconditions for a successful paid advertising campaign, including a defined target audience, a clear offer, and a simple lead capture system. 4. Evaluate the primary use cases for Google Ads versus social media advertising for an accounting firm.

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The #1 Thing That Will Set You Apart From Your Competition

The #1 Thing That Will Set You Apart From Your Competition

Niche Marketing 48 min

If your firm’s messaging sounds like everyone else’s… guess what? You are like everyone else—at least in the eyes of your prospects. In a crowded, compliance-heavy industry, the difference between being seen as a necessary expense vs. a trusted investment comes down to one thing: your message. In this high-impact session, you’ll learn how to craft messaging that cuts through the noise, resonates with your ideal clients, and positions you as the expert—not a commodity. We’ll dive into why “niching down” isn’t limiting (it’s freeing), how generalists get stuck competing on price, and how to turn your new message into a client acquisition magnet.

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Follow Up Session: Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them) Follow Up Q&A

Follow Up Session: Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them) Follow Up Q&A

Niche Marketing 24 min

In this follow-up Q&A session to our Be Insightful webinar, we dive deeper into the real-world marketing challenges faced by accounting and bookkeeping professionals

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Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them)

Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them)

Niche Marketing 56 min

Is your accounting or bookkeeping firm struggling to attract the right clients despite your expertise? You're not alone. Many financial professionals excel at their technical work but miss marketing opportunities that could transform their practice. In this Be Insightful webinar, you'll discover the five most common marketing pitfalls that hold accounting firms back—and learn practical, implementable solutions to overcome them. From refining your messaging to capturing more leads and building client trust, this session will give you the tools to elevate your marketing strategy and grow your practice. Whether you're a solo practitioner or managing a growing firm, you'll walk away with specific tactics you can implement immediately to attract more of your ideal clients and increase your practice's profitability.

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Do This Not That For 2025 Marketing

Do This Not That For 2025 Marketing

Niche Marketing 53 min

Do This, Not That for Marketing in 2025," is tailored for accountants who are ready to refine their marketing approaches in the rapidly evolving digital landscape. As the business world shifts from an attention economy to a trust economy and compliance services have commoditized, your approach to marketing needs to adapt. This session will guide you through the critical tactics for marketing your expertise in 2025, the importance of authenticity in building trust, and strategic use of AI to optimize your efforts. Discover practical steps to distinguish your firm, create a long term lead generation strategy for high quality clients, and efficiently integrate AI to amplify your bandwidth, positioning your firm for success in a competitive market.

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Framework for Building an Organic Marketing Strategy To Grow Your Business

Framework for Building an Organic Marketing Strategy To Grow Your Business

Niche Marketing 56 min

Learn how to create your own organic marketing strategy to optimize leads that are already right in front of you as well as to capture and nurture new ideal prospects. In this session Janel will teach you the best tools and prompts for writing blog posts, video scripts and social media captions.

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AI Prompts For Accounting Firms

AI Prompts For Accounting Firms

Niche Marketing 56 min

Catch the replay of our exclusive webinar designed to help accounting firms streamline their content creation process using AI! Based on Janel Sykora’s "AI Prompts for Accounting Firms," this session walks you through how to leverage powerful tools like ChatGPT, Claude, and Google Gemini to craft engaging, tailored content for your firm. We cover practical prompts for generating blog posts, email sequences, sales presentations, and more—all while preserving your firm’s unique brand voice. Whether you're new to AI or looking to enhance your content strategy, this replay delivers actionable insights to help you save hours of work.

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Profit from Precision: Niche Marketing to Elevate Your Accounting Firm

Profit from Precision: Niche Marketing to Elevate Your Accounting Firm

Niche Marketing 56 min

Accounting firm marketing expert Janel Sykora walks you through an in-depth process for growing your firm while you grow your brand.

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