In our current podcast series, I interview the owners of 4 very different financial businesses and we dive deep into their marketing.

Today’s episode is the first of that series. I interview Barbara Schreihans, creator of Your Tax Coach.

As Barbara likes to say, her business is not made up of regular tax accountants…but cool tax accountants. And I’m pretty sure you can find strong evidence for this on their Tiktok account.

Barbara’s one goal is to help business owners stop giving the government all their money. And the proof is in the pudding! In 2020, her firm saved clients over $5 million dollars. Dang!

In this episode, Barbara shares more about her firm and her journey to becoming an entrepreneur.

She also pulls back the curtains and talks in detail about her firm’s marketing strategy. You’ll get lots of ideas from what she shares!

“There has to be somewhere where they actually help their clients, and I wasn’t finding it after 10 years. I’m just going to start my own accounting firm where all we do is help business owners to save money in taxes.” – Barbara Schreihans


2:28: Barbara’s approach to taxes and how she helps clients save money.

4:12: How Barbara’s firm makes accounting and taxes fun and exciting.

5:00: Lack of Transparency: Firms that educate clients to make/save more, need them more.

6:49: Barbara’s Services: The business’ signature and most expensive offer is tax strategy service.

9:00: Courses and Crypto: How Barbara plans to tie them into tax strategy for business owners.

12:43: Ambitions: Barbara’s goal was to climb the corporate ladder, not to start her own business.

18:00: Platforms: Barabara gets content in front of clients via TikTok, Instagram, and email.

27:48: Barbara’s Advice: Consistency is key to staying top of mind.

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