Marketing + Growth Strategies

for Accountants, CPAs, and Tax Pros

The Growth-Minded Accountant blog delivers practical strategies, smart automation, and proven campaigns to help firms scale efficiently, leveraging AI, streamlined workflows, and marketing that drives real results. Designed for professionals who want growth, not just more work.

Voice Notes: Making Client Communication Personal Again with Upcloud Marketing

Voice Notes: Making Client Communication Personal Again with Upcloud Marketing

Voice Notes: Making Client Communication Personal Again with Upcloud MarketingJac Cantos
Published on: 17/11/2025

Make client communication personal again! Upcloud Marketing shows you how to use voice notes to save time and build stronger relationships.

AI & AutomationBusiness Growth
Why Engagement Letters Are Essential for Tax and Accounting Professionals

Why Engagement Letters Are Essential for Tax and Accounting Professionals

Why Engagement Letters Are Essential for Tax and Accounting ProfessionalsJac Cantos
Published on: 27/10/2025

Are you putting your firm at risk? Discover the power of engagement letters and how Upcloud Marketing can help you create and manage them efficiently. Secure your practice today!

AI & AutomationClient EngagementBusiness Growth
Is Your Website Copy Costing You Clients?

Is Your Website Copy Costing You Clients?

Is Your Website Copy Costing You Clients?Jac Cantos
Published on: 06/10/2025

Don't let generic website copy ruin your first impression! Upcloud Marketing shares proven strategies to craft clear, compelling, and client-focused content that resonates.

AI & AutomationMarketing & LeadsBusiness Growth
Your Website is a 247 Sales Rep (If It's Set Up Correctly)

Your Website is a 247 Sales Rep (If It's Set Up Correctly)

Your Website is a 247 Sales Rep (If It's Set Up Correctly)Jac Cantos
Published on: 02/10/2025

Your website should be more than an online brochure, it should be your hardest-working 24/7 sales rep. With smart lead capture, real-time chat, and automated follow-ups, your site can qualify leads, engage visitors, and convert traffic into paying clients around the clock.

AI & AutomationClient EngagementMarketing & Leads
The Silent Referral - How a Systemized Google Review Strategy

The Silent Referral - How a Systemized Google Review Strategy

The Silent Referral - How a Systemized Google Review StrategyJac Cantos
Published on: 11/09/2025

Google Reviews are today’s word-of-mouth. With Upcloud Marketing’s automated workflows, accounting firms can systemize review requests at the right time, manage feedback in one place, and turn five-star reviews into ‘silent referrals’ that build trust, enhance reputation, and drive sustainable growth.

AI & AutomationMarketing & LeadsBusiness Growth
5 Ways Upcloud Marketing Can Help Local Tax Firms Use GEO to Outrank National Chains

5 Ways Upcloud Marketing Can Help Local Tax Firms Use GEO to Outrank National Chains

5 Ways Upcloud Marketing Can Help Local Tax Firms Use GEO to Outrank National ChainsJac Cantos
Published on: 08/09/2025

National tax chains have big budgets, but you have local expertise! Upcloud Marketing shows you how to use GEO, hyper-local content, and AI optimization to dominate local search.

AI & AutomationClient EngagementBusiness Growth

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