Empower Your Business with Sales Funnel Development for Accounting and Tax

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hey what's going on guys my name is rob and i'm the owner of feedback crunch now we help small businesses but in particular we help accountants bookkeepers tax professionals cpa firms and the reason why we help them with their websites their ads and generating sales is because before i had feedback wrench i had nuanced financial tax and accounting out of lakeville minnesota here i went from zero to 150 small businesses and i didn't do it off of any guru's advice i came out of the fina one year as a financial planner and i saw all this opportunity to add a ton of value to small businesses and i went out and i got i went from zero to 150 small businesses with my cpa partner nick and long story short that went well until my partners pulled some shenanigans and instead of getting bent out of shape i launched feedback wrench so we had a unique value proposition and i'll tell you what i understand what business owners want i understand how to set up a digital marketing system that absolutely works and i want to walk you through that a little bit if you're an accountant a bookkeeper whether you're just getting started or you're a pretty serious firm and you're ready to actually generate good leads and you want to get monthly retainer business if you want people that look to you as their outsourced accountant or maybe this outsourced cfo model um you don't need to go pay two four thousand dollars to a guru to tell you what you should go do for a script and then a video landing thing no we will handle everything for you usually between fifteen hundred and seventy five hundred bucks somewhere in there we're gonna take and develop a website we're going to set you up properly and what we're going to do is we're going to handle all the writing and i'm going to show you how to earn trust and how to close more business and how to use facebook ads paid search ads how to rank an seo how to win the local game all in an effort to close more monthly retainer business because i tell you what let me just hit on this real quick when you're engaging with somebody and and you're trying to get them into this monthly retainer situation it's because it's more valuable you know most of the business that we did they paid between 500 and 1500 a month i think our average was somewhere like nine nine hundred dollars a month and what we would do is we would serve as their outsourced accountant so we'd handle all their tax returns we do their bookkeeping for them and keep everything up to date every month we would go in and make sure that they have a tax plan a tax plan that helps them reduce their taxes as aggressive as possible usually utilizing the s corp and along with that tax plan was a tax payment plan and situation with their payroll to pay in their taxes appropriately throughout the year so they'd end the year without owing a ton of money or getting a big tax return don't give uncle sam any free money and don't have a big old surprise where you're just you're not liking it besides that we would make sure that their books and financials were done every month so they had the reports that they need alongside of that we decided to deliver the type of value that financial planners and financial representatives were trying to basically what we did is we helped them eliminate debt show them how to use you know index funds we never gave financial advice in terms of which investments to get into but we would show them get involved with compounding interest you know if you're an s corp you're lowering your social security payment you better be investing right but what we would do is we would people would come to us and i'd find people that were small business owners and they would say hey i need my taxes done we'd always start with this very basic need that they had they didn't necessarily want this all you can eat before this amazing service that we had they all came in because their books were a wreck their taxes stunk or you know what i'm just really not sure my guy is doing a very good job and that's perfect that's like fishing and you get a nibble and what you're trying to do is you want to reel them in to show them how you can make a preferred future for them and that's probably the biggest thing that i want to encourage you is that i did learn some really practical stuff if you go to my website here i do have an accountant course it's 500 and it shows you it's right here this online course for accountants and i tell you this 500 bucks will show you exactly how to sell value how do you actually show what's valuable to a small business and i'm telling you folks i crack the code i know part of it's because i'm the your perfect client like i want to focus on my business i want to make sales i want to communicate i want to close deals i want to write for my customers i don't want to sit down and reconcile books and i'm always nervous that i'm paying too much i always feel like my cpas are too lazy for me they're not doing i have a great one that helps me now but um essentially what we found out is that there's a way to be really valuable to these guys and if you cast vision for a future for them and you get some of these practical tips which we share with you if you become a client we enter you into our free curriculum you get it for free otherwise it's 500 bucks um but the idea is is we know that if you connect with people and you just find a way to have a connect meeting and in that what you're doing is you're proposing the idea that you would do an in-depth analysis on their tax return get your pause on the tax return once you get the tax return and peek into their books you can come back with a proposal so that's the most simple thing is you can do a connect meeting where you get to know them you want to pique their curiosity about how you make their life better and then what you want to do is you want to drive towards that hey let me just take a look at your tax return if i can look at that we can find out if there's any low hanging fruit for tax savings see if your guys been doing a good job and then i mean we'd love your business you can take a look at your books too and see if things look right and then what you do is you do the analysis and actually do good analysis and come back with some amazing ideas and then try and get them on your retainer plan where you'll serve as their outsourced accountant and the reason why is if you're doing their books throughout the year their tax returns are shoe-in it's so much easier if you've been paying in taxes for them through the whole year they don't have any surprises they're doing the right things you can actually do proactive tax planning instead of this historical well maybe you can do an ira when you're done right we know that that kind of tax planning doesn't do much it's the s corpse it's the getting into real estate it's using retirement plans we know the major levers that you can hit and not only that you could just do fundamental behavioral financial coaching right help them pay off debt be the dave ramsey in their life that just says hey let me help you start saving let's start pecking away at this or you get into the more sophisticated accounting clients that actually need projections kind of cfo level um guidance they need somebody to help them with cash flow or whatever that is a whole handful or you're good at that and the reason why i'm bringing this up folks is because when i say that we do websites for accountants it's not that i have the biggest you know cpa website solution i know you're out there there's there's this whole other group that does giant templates there's websites for accountants and basically what they're technology companies that have made giant templates that have bloggers that write articles that go across the whole thing that's not what we do here what we do is we make boutique amazing websites built on a system called flow map or webflow and not only do we build amazing websites but we're gonna we're gonna help you in some really significant ways so the first way that we help your accounting firm and this is whether you're big or small is we hand all the writing and the messaging we're gonna make sure that you have clear messaging we understand how to do a hero so that you know here this is a very very clear we do websites and ads for accountants will actually generate sales for your accounting firm because we know the big difference is you can have a giant website that does nothing for you it looks really pretty and produces no sales we will get sales for you so we know even there you can see how we work we know we want you to book a consultation yours will be similar the secondary call to action is that we want you to see our work we'll have buttons that allow people to call you and schedule they'll be able to use your calendly we will set up a system that's faster it has better seo it's built to convert and it'll actually get things done but we start with amazing messaging i'm going to help write for you i do amazing writing for accountants you know why because i ran like five to 600 meetings over a two year span and i do b2b and this is what we do we're going to help envelop who you are into great messaging the second thing that we're going to do is we're going to build a custom website for you you're not going to get some template and we're not building it in some cockamanie um you know hand coded system it's built on web flow which is a cms that's really easy to use our websites are faster they rank better in seo if you can dream it we can build it that's the other thing we want to put buttons in certain areas or have pop-ups or whatever it is we don't need to go get some plug-in there's no plug-ins our whole websites are clean they're secure we have ssls built in they're on amazon hosting they're the fastest best websites that you're going to see out there go read up on webflow we build on webflow and when we design it i have a full-time designer and my designer is fantastic his name is daniel and uh in fact i'll show you our our team here just so that you can see what daniel looks like oh maybe i don't have yeah here it is so daniel is absolutely a gem and he's our lead web developer um daniel knows his stuff better than just about anybody else this is byron so we've got daniel byron heather and myself are our main officers um we've got a couple other people that work with oh i suppose i should show this to you um so what you'll see over here this is myself my wife heather but this is daniel and this is byron and essentially what you'll get out of us is you're going to get great service you're going to get unique designs you're going to get set up in a way that everybody else wishes they were and it's not like you're stuck with us it's on a system that you can take if you want but it's also in a cool system where there's a designer and an editor you're going to be able to make changes and not blow your site up which is a huge deal when it comes to websites so real quick here let me uh kind of hit on what we're doing here so we will do the custom design we will make the site look the way you want it to you look at our designs go look at our work if you go to our work up here you're gonna see that our sites are fantastic our sites look really good now there's a lot of similarities and that's because we know what actually creates in fact you'll see scale attacks in accounting quadrant um we've got a couple of new ones coming up here that we're we're showcasing is kind of our pride and joy um so we'll do all that the si the third thing that we do is we do lead generation ads and and this is search ads and lead generation ads i can dive into that just a little bit check out some of the other videos that are probably on this page or that you'll find online um essentially what we're gonna do is we're gonna tap into the best of search we're going to make sure that when people search they're showing intent they want a solution we do the best search ads out there besides that we do a thing called remarketing so first we run an excellent search ad accountants near me or cpa near me or a cpa or accountant for construction companies or something like that they hit your landing page and then we make an audience out of them and we use very small amounts of marketing to get back in front of that group with retargeting so anybody that's been on your website will keep your messaging in front of them for very little money in a super sophisticated way so we will help you tap into that and we'll help you generate leads just simply by using facebook we know how to do lead magnets with a sales page and a giveaway in a way that's really powerful for your accounting firm and i'm telling you it really works it produces results the last thing we'll do is we're going to provide search engine optimization now not all of our clients do this with us all of our sites are more seo optimized than what any of these silly templates are ever going to provide all your meta titles are going to be perfect we're going to make sure that this thing is in fact we know how to layer in messaging so that um you're really going to have the the questions that people ask right people are trying to ask how to set up an llc in maryland right or they're trying to figure out how to start a business they're trying to do llc versus s corp i know this seo game better than anybody else probably i mean is that a humble break that sounded like an arrogant break i digress we understand this and we want to bring the best practices to you now i'll just give this away the first thing you should do no matter what is you need to go in and open your google my business and you need to open your google my business and work at getting reviews whether you worked with us or not that's a free thing that i want to show you um i keep coming back to this exact same search here this is my local i just searched accountants oh let's just search accountants near me um these poor guys are just getting hit after hit so accountants near me ironically these guys were top now they've moved down because i continue to not click on them but this search is a anytime you have near me this is a search and these are search ads okay but anytime you search and this pops up your google my business you want to make sure that you have and this is my old firm 10 miles down the road you want to make sure that you have as many reviews as you possibly can so we specialize in writing ads that will rank right here and work really well we'll make sure that we have these site link extensions we're gonna we're gonna dominate the search engines and we can do it with very little spend i'll show you exactly what you have to spend sometimes you got to spend 500 to 2 500 bucks in that first couple months per month to generate tens of thousands of dollars a month in recurring revenue and we know how to do that um but the free advice is that if you open your google my business so it's google.com forward slash business and start generating reviews and get your reviews from anybody that trusts you anybody that's done work with you get that going because those reviews help you close more deals you'll just show up when people search you in fact let me show you something real quick so when it comes to search engines what you got to look at is how many searches a month in the us are occurring for keywords that matter to you okay now this is across the us and you could apply this pro rata ing to your region right so if you're in minneapolis it's probably you know it's just pro rata across the united states but the term accounting services as of right now has about 12 100 searches a month accountants we have 91 000 almost accountants near me 41 000 a month book keepers 60 000 bookkeepers near me 6600 bookkeeping services 8 100 a month cpa near me 61 000 searches a month tax preparation 40 000 a month payroll companies near me 8 100 a month what i've and here's the screenshot that i took it from google ads and this is in the united states per month here's what i'm trying to show you folks a great marketing system is going to envelop two core strategies you're going to work to be in front of them for search and you're going to also run lead magnet ads you're going to use social media to generate leads by giving away some sort of lead magnet right it might be a it's a lead generating a pdf it might be a webinar it could be all sorts of different things um in fact i can show you what ours looks like so we do this this is probably how you saw it right um so here's my lead generation i have a little and we'll build you something just like this okay but better and made just for you i just have client confidentiality i can't show you all my clients um so there's a little video so this is a pop-up video if you want to we could put the video right there but we're trying to help all of you accountants come to see this one landing page and essentially what happens is our facebook ad which let me show you the facebook ad the facebook ad will pop up and uh so here's the facebook ad right and as you click that you're going to land on this and as you fill this out fill out the form and we'll make your own you're going to land on this page so this page has the video the video master course so this is my most successful video that i have about starting an accounting and tax form i think you should watch it um down here we have good accountants versus entrepreneurs and then we have as much sales copy as you want this is actually a copy of my accountant's website and what we do here is we just talk about everything that we're going to get into so long story short folks if you have an accounting firm and you're looking to get set up go to feedbackrench.com just book a call with me and again our our setups for small guys are usually you know a thousand to twenty five hundred dollars but what you're getting in that is we're gonna help you with branding and strategy we're gonna help you understand that we're gonna do the writing for you we're gonna do true search engine optimization we're going to help you with paid search ads we're going to get a true custom website that's beautiful and affordable we're going to just deliver high levels of execution and our values are to be trustworthy competent enjoyable and rigorous we wanna we don't take ourselves too serious but we take our clients very serious um we're a small local family shop here you know i got four little kids we work really hard for our customers we will get you set up and help you generate business so that you can have whether it's a million dollar firm or if you're just trying to get to 20 to 30 clients no matter what we're here to help and i just i'd love to connect with you no matter what we've got all sorts of cool things too um so check us out on youtube stay connected here good luck god bless i'm telling you take a step with us you won't regret it