Cameron Montgomery @Cameron17198809
Teaching Bookkeepers & Accountants How To Get More Virtual Clients Through Simple And Systematic Marketing apex-methods.com Coeur d'Alene, ID Joined November 2020-
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Are you still trying to figure out marketing by yourself?
Which are you more comfortable with? A - Online marketing B- Offline marketing
Organic marketing is simple and free to use. Are taking advantage of it?
Do you prefer to niche with your marketing or keep it generalized?
Organic marketing is the FIRST lead gen step to take when getting accounting clients through social media. A - True B - False
Always start with organic marketing to get your proof of concept. Once you have it, graduate to paid ads 🙌🏻
New training time!!! 😲😲😲 Who wants my free training on the exact steps I teach my clients to get local bookkeeping clients through free-to-use marketing methods? 👇🏻👇🏻👇🏻
Don’t focus your energy on EVERY way to get clients. 𝐅𝐨𝐜𝐮𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐁𝐄𝐒𝐓 𝐰𝐚𝐲 𝐭𝐨 𝐠𝐞𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬. 💪
FB and IG are out this morning. What’s up X!?
𝐓𝐚𝐤𝐞 𝐭𝐡𝐞 𝐦𝐲𝐬𝐭𝐞𝐫𝐲 𝐨𝐮𝐭 𝐨𝐟 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠. To have marketing success, you need to keep your marketing simple and step by step. Once it is done step by step, you can stay consistent. When it is consistent, you build momentum.
Marketing your accounting firm should be a simple system. Not a creative mess.
Bookkeepers/Accountants: Marketing is not a random process. It is structured and systematic.
What’s up Twitter!? Usually on FB or IG….but you know how that is right now! #tax #accounting #bookkeeping
Client success! Let’s goooo 🚀🚀🚀
Just posted a photo instagram.com/p/CSPJBNNlWhv/…
Live a life of freedom that is in you control. Never settle for anything less than what you deserve! #Accounting
Congrats to my client for landing a $1,200/month bookkeeping/accounting client! Let’s go! #Accounting
Looking to get more virtual bookkeeping/accounting clients? Now is the time to learn how to do it. There are SOOOO many opportunities right now!🚀🚀🚀
Organic marketing is not a game of complexity. Rather, it is a game of simplicity and consistency.
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I just told my husband I have a great idea. He immediately asked if it was putting rental property in an S-corp. This one's for @ForemanTaxLaw #TaxTwitter
Every so often, I’ll meet an investor who won’t switch to our firm unless I can demonstrate an ROI. ROI = tax savings I’ll review their returns and find the prior preparer doesn’t understand the passive activity rules and deducted large losses. What’s the ROI of peace of mind?
If you’re a Gen X business owner with employees, how do you plan to attract Gen Z to work for you? They have different values than prior generations and economic status is less important to them.
I wish wage & income transcripts were updated in real time. Maybe one day?
Does anyone have a cutoff date where you stop accepting new tax clients? #TaxTwitter
One of my favorite baller moves is to walk into the office with only my coffee cup. No bag, papers, computer...just Lumberg style like I'm looking to see where we are with the TPS reports. #TaxTwitter
Year end planning meeting with client. Told them to expect to owe 23k (already in safe harbor). Finished up today. Balance due- $22,961.
Extension question. Have a new client. 1040+ 1065 combo. Will extend the 1040. Since 3/15 already passed (no taxes are going to be due for the partnership) do I file a late extension? What happens if an partnership doesn’t file an extension? It’s a wife & hubby 50/50 split.
Happy final Wednesday of tax season, my friends. #TaxTwitter
What Mike said. For those working crazy hours this week, hang in there, and extensions are okay.
No one should ever shame other people for how many hours they work! We all do what works for us. Deal with it. Two of my #taxtwitter friends are working way too many hours this week. Two that I know of. Way too many hours. Both are going to work more hours than I have…
The amount of taxpayers who forget they made a 5 figure tax payment is remarkable
“Once you reach a certain level of income, you start to prioritize other benefits besidess income only”. This was said in a recent conversation I was in. The gist meaning, you become more aware of the trade off b/w other things in life and a new job with more pay and maybe…
A lot of people don’t see the hard work that goes into making a successful tax firm. I applaud everyone whose done it. You have my respect. But I’m so excited for the challenge of continuing to grow my firm while also working a job and being a new father! I can & will do it!
I just took a giant swig of sausage grease from an empty La Croix can, how's everyone else's evening going
Owning your home (or any real estate) in an S Corp…not great advice. #TaxTwitter
2. Selling your home to your S-corp Why? You keep the $250,000 (S) & $500,000 (MFJ) home exclusion then still retain control from which you can rent it inside your S-corp. Getting a $250k on the sale of your home could save you $37,500+ in taxes.
We are officially a best seller already on Amazon! If you buy 3 copies and send the receipt to me, you’ll be entered into a $1,000 giveaway! Link in bio to buy 🚀
I start most of my sentences with "okay". Is that a California thing?
Thank you #TaxTwitter for the laughs everyday. Who said accountants are boring? Y’all are so funny! @AccountingAsArt , I’m still laughing at “this never happened “. 😂😂😂
Failure will never overtake me if my determination to succeed is strong enough. #WednesdayWisdom #WednesdayThoughts #GoldenHearts #Failure #Determination #GoalAchieversCommunity
Requiring 3-minute videos to be submitted in our application process has improved our hiring process massively • Weeds out spray n pray applicants • Faster screening than a call by watching on 2x • Provides helpful insights over just a resume Just ask for a Loom on the form
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