Jason On Firms Podcast 574 The Best AI Apps for Accounting Firm Marketing! [You won’t believe the things you can do right now]
12 snips
Feb 3, 2026 Karen Reyburn, a qualified CPA and founder of a creative marketing agency for accountants, shares practical AI-driven marketing methods. She walks through a research-first framework: research, extract, ideate, write. Tools and prompt tips for niche research, extracting client insights, and using AI for drafts while preserving human voice are highlighted.
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Prime Models With Your Brand And Ask For Questions
- Prime AI with your brand book, client list, tone of voice and goals before asking market questions.
- Ask AI to act as a market researcher and to pose clarifying questions back to you.
Client Tenure Has Shrunk — Opportunity Follows
- Client behavior has changed: average tenure with accountants dropped from ~19 years to ~7 years.
- That shorter tenured market creates more opportunity but requires assets to win switches.
Use Competitor Assets To Find Gaps
- Do competitor research using the same niche and pricing filters you used for opportunity research.
- Compare competitor assets (videos, courses, guides) to find positioning gaps to exploit.
