Don’t hire a marketing strategist in the middle of tax season.

Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm.

In this episode, I’m breaking down:

• Why tax season is the worst time to start outsourcing your marketing
• The real reason onboarding with a strategist takes a full month
• A behind-the-scenes look at my onboarding process with clients
• A story of a client I had to let go (and what it taught me)
• Why trusting the process leads to long-term results

Book a Free Call:

www.beesimplified.com

Let’s Connect:

LinkedIn: http://www.linkedin.com/inbiancamarissasmith

Instagram: http://www.instagram.com/beesimplified

Financial professionals are used to numbers, deadlines, and compliance but not always storytelling. The thing is, stories are the bridge to trust, and trust is one of your biggest marketing assets.

In this episode, I break down:

• Why stories help financial pros connect with potential clients
• How to avoid confusing your audience with financial jargon
• A simple framework for pulling stories out of your everyday life
• An example of a story that landed with a client (and saved them $18k!)
• How to repurpose one story into multiple pieces of content

Whether you’re a CPA, CFO, or financial advisor, this episode will show you how to bring more humanity into your marketing without it feeling overwhelming.

Resources Mentioned:

Storytelling Guide:

The Storytelling Guide for Accountants, CPAs & CFOs

Book a Free Call:

www.beesimplified.com

Let’s Connect:

LinkedIn: http://www.linkedin.com/inbiancamarissasmith

Instagram: http://www.instagram.com/beesimplified

Creating content shouldn’t feel like a guessing game. If you’re posting carousels, reels, emails, and stories but have no clue what’s actually working then it’s time for a reset.

This episode is your friendly reminder that you don’t need to track everything; you just need to track the right metrics.

In this episode, I’m sharing:

• What “clarity metrics” actually are and why you need them
• The 3 types of data that give you marketing direction
• How to know if your favorite platform is really doing its job
• What to track for visibility, connection, and conversion
• A simple system to collect your own metrics (without overwhelm)

Episode mentioned:

Episode 56: Is Your Website Helping or Hurting Your Accounting Firm? 56. Is Your Website Helping or Hurting Your Accounting Firm?

Book a Free Call:

www.beesimplified.com

Let’s Connect:

LinkedIn: http://www.linkedin.com/inbiancamarissasmith

Instagram: http://www.instagram.com/beesimplified

You can post consistently, show up on social media, send newsletters…But if your website doesn’t match your message, you're sending people into a dead end.

Your website is the anchor of your funnel. Not just a “nice-to-have.”

In this episode, I sit down with Kristen Corey, Founder of Media Books Agency, to talk about:

• Why your website needs to match your brand
• The biggest mistakes accounting firms make with DIY sites
• What your homepage should really include
• Why done-for-you copywriting is a game-changer for financial firms

Resources Mentioned:

DIY Your Website: https://enchanting-term-193.myflodesk.com/jyduielyq8

About the Guest:

After obtaining her Bachelors and Master's in accounting, Kristen went into public accounting where she became an auditor. It wasn’t until she had the opportunity to move abroad that she began to do marketing work for entrepreneurs. She quickly gained experience working with industries including tech, fashion, legal, real estate, and even a high-end chocolate brand. Her experience grew from doing PR, graphic design, inbound marketing, social media management, to website development. Upon returning back from overseas she was hired by a boutique accounting company to work as both an accountant and marketer.

This is when she found combining her two favorite industries wasn’t just possible but needed, Kristen decided to start a marketing agency dedicated to helping accounting firms.

Today Kristen has helped hundreds of accounting firms build their online presence with modern and professional techniques that allow accounting firms to hit their goals.

Connect with Kristen below:

LinkedIn:

https://www.linkedin.com/in/kristen-corey/

Instagram:

https://www.instagram.com/mediabooksagency

Youtube:

https://www.youtube.com/@mediabooksagency

Fall always feels like a natural reset, especially for financial professionals heading into the busiest time of year. In this episode, I’m diving into exactly how to reset your marketing this fall without the overwhelm.

In this episode, I’m sharing:

• Why fall is the best time to reset your marketing
• My simple 3-step Reset Framework (Review, Simplify, Prep)
• How to stop scrambling and start showing up consistently
• Easy marketing ideas for Q4 that work for financial pros
• How to treat fall as your “marketing great lock-in” season

Book a Free Call:

www.beesimplified.com

Let’s Connect:

LinkedIn: http://www.linkedin.com/inbiancamarissasmith

Instagram: http://www.instagram.com/beesimplified

Taking a break this summer wasn’t just about sunshine and sangria, it led to a deeper shift in my business. I realized something big: it was time to be simplified literally and figuratively.

Whether you're running a firm or feeling a little off in your own brand, this episode is your reminder to pivot with purpose.

In this episode, I’m sharing:

• Why I changed my business name to “Bee Simplified”
• The agency path that didn’t feel aligned anymore
• What building a business around your actual life looks like
• Why your marketing doesn’t have to look like a content creator’s
• My honest thoughts on pricing, custom packages, and transparency

Book a Free Call:

www.beesimplified.com

Let’s Connect:

LinkedIn: http://www.linkedin.com/inbiancamarissasmith

Instagram: http://www.instagram.com/beesimplified

Feeling like you're behind on marketing? You're not alone especially if you're a financial pro coming off of tax season or juggling a full life.

But here's the good news: You're not behind. You're not failing. You're human and your marketing doesn’t have to be perfect to be powerful.

In this episode, I’m wrapping up the 5-Minute Marketing series with a little reset and a big reminder:

• Why being “quiet” doesn’t mean you’re behind
• How to return to your content without overthinking it
• The simple mindset shift that can bring you back online
• What to say if it’s been a while since you posted or emailed
• The best way to restart with no grand re-entry required

Book a Free Call: Simplified Marketing Services

Let’s Connect: Website: https://simplifiedmarketingservices.com LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices

Marketing doesn’t have to take over your calendar or your sanity.

In this episode, I’m breaking down how you can keep your marketing simple, sustainable, and actually doable in just 10 minutes a week. No complex funnels. No 27-step plans. Just real, consistent visibility that fits into your life as a financial pro.

Here’s what I cover:

• Why you don’t need a fancy content calendar to stay visible
• The 3-step, 10-minute marketing rhythm that builds brand awareness
• How to turn one client convo into quick, impactful content
• The surprising power of short, unpolished posts
• A weekly reset you can actually stick to

Book a Free Call: Simplified Marketing Services

Let’s Connect: Website: https://simplifiedmarketingservices.com LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: http://www.instagram.com/simplifiedmarketingservices