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Secrets of Google My Business for CPA Firms and Small Businesses


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 18, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A recent survey of marketing agencies revealed that 74% of professional marketers affirm that Google is the new homepage for small businesses, yet most CPA practices and their clients have no idea what they are doing on this essential platform.

This webinar will equip attendees with the 2021 best practices for rocketing up the rankings so your practice finds itself in the coveted “snack pack,” the first three businesses listed when people search on a mobile device or with a “localized” search term.

Discover the rarely discussed secrets to ensuring that your practice gets discovered by the best kinds of prospects: the ones who are looking for exactly what YOU provide.

Learning Objectives:

  • Name the highest points of leverage for ensuring that your Google My Business (GMB) listing is fully optimized for being found

  • List the three biggest mistakes most tax and accounting practices are making with their GMB listings

  • Define how to simply and easily fill your listing with excellent reviews from your clients

  • Recall simple steps for how to use the GMB platform as an ongoing new client acquisition *machine*

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With a youth ministry background, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia, and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia, and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a Mensa member) is a three-time "40 Under 40" honoree by CPA Practice Advisor. He has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a youth minister), his passion for effective and clear communication (informed by his English degree from the University of Virginia), and a gift for writing copy that sells. He is married and has six children, four of whom he and his wife adopted from Ethiopia and Uganda.


Christian Jones

SEO Specialist and Operations Manager
(913) 674-5965

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Christian Jones is the SEO Specialist and Operations Manager at TaxProMarketer. He works in conjunction with the COO to oversee and assist the management of various production teams at TaxProMarketer.

About Our Presenter

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15+ year veterans of the tax and accounting industry — with a focus on digital marketing — the TaxProMarketer team has established a reputation for straight-talk and results on behalf of members and subscription-level clients.  Collectively, the TaxProMarketer team have become widely-followed voices and the foremost marketing agency to the tax and accounting industry.

TaxProMarketer was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, and a Yelp Ads Certified Partner.