Build, Trust, & Connect: Essential Branding for Accounting Firms w/ Heidi Ryder

On this episode of Building the Premier Accounting Firm, Heidi Ryder, owner of Keepful, sits down with Roger Knecht to share strategies for marketing and managing a growing bookkeeping firm. Learn how to market services, build a strong brand, and use tools like AI and CRMs to attract and keep ideal clients. Discover methods to grow your bookkeeping or tax business effectively.

In This Episode:

00:00 Welcome & Heidi's Journey
03:09 Marketing, Sales, and Branding
06:12 The Client Experience & Communication
09:09 Client Perspective & Marketing Advice
13:33 AI for Marketing Content
18:20 Website Value & Call to Action
25:15 Funnels, Lead Magnets, and Workflows
33:53 CRM for Accounting Professionals
36:46 Gratitude and Entrepreneurial Journey
41:34 Recap and Final Thoughts

Key Takeaways:

• Define your ideal client through targeted marketing.

• Build your brand around the client experience, emphasizing clear communication.

• Use AI to create marketing content, then personalize it.

• Establish an online presence (website, custom email) to build trust.

• Maintain automated workflows and CRMs to nurture leads and consistent follow-up.

Behind the Story:

Ryder started her journey from a desire to work from home with her first child. Her love for numbers and business management quickly turned into a successful bookkeeping firm. Now, she helps other accounting professionals with Keepful, showing them how to automate marketing and attract ideal clients. This episode looks at her insights on client relationships, digital tools, and the importance of finding your "why" in business.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Learn more of Keepful and see a DEMO of it in action: https://sk293.isrefer.com/go/KFHP/KB66/

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

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