How I Built My Firm: Taking Over the Family Business

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Marketing for Accounting Firms

Matt Banker

40 episodes

1 week ago

Conversations about marketing for accounting firms.

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Conversations about marketing for accounting firms.

Hosted on Acast. See acast.com/privacy for more information.

How I Built My Firm: Taking Over the Family Business

Marketing for Accounting Firms

47 minutes 33 seconds

1 week ago

How I Built My Firm: Taking Over the Family Business

Firm owner Josh Streimer shares how a family-run practice thrives when roles are clear and the vision is shared. We unpack working with his mom as co-owner, setting boundaries early, and the king‑or‑rich choice that pushed him toward systems, team, and brand over personal control. Then the ops: Financial Cents for workflow, Anchor for billing, HubSpot built right, and a dedicated salesperson driving outbound in a dense local market. We also hit the costly-but-worth-it rebrand, website-as-converter, and why community like PASBA shortens the learning curve.

Hosted on Acast. See acast.com/privacy for more information.