Podcasting for accountants, tax preparers and fractional CFOs
Every business owner you interview knows ten more who need you.
A podcast for an accounting practice is not a tax tips feed. It is a recorded conversation every two weeks with the bankers, lawyers, advisors and owners who send clients your way. Tax season ends. Relationships do not.
The golden rule
Interview the people who meet your client just before you do, or just after.
They know your future clients. They see them first, often months before anyone calls you.
Your listener needs them. That is what makes the episode worth hearing.
Both, ideally. The best guests are useful on the mic and generous off it.
Who you interview
Walk your client's journey, and there's a guest at every step.
Not your customers. The professionals and neighbors who surround them.
Before the books
They see a business start or change.
- Business attorneys
- Bankers and SBA lenders
- Business coaches
- Commercial realtors
- Small business development centers
Alongside the numbers
They advise the same owner.
- Financial advisors
- Insurance agents
- Payroll and HR providers
- IT and software consultants
- Fractional executives
Big money moments
They are there when it gets complicated.
- Estate attorneys
- Business brokers
- Real estate investors
- Divorce mediators
- Government contracting advisors
Your clients' world
They are your guests and your clients.
- Restaurant owners
- Contractors and trades
- Medical and dental practice owners
- Nonprofit directors
- Startup founders
What about clients? "How we stopped dreading April." "The year we finally paid ourselves properly." Story episodes with willing clients show owners what working with you feels like. Get each client's signed consent first; for tax clients, use an IRS-compliant consent form.
Where clients come from
How the show turns into clients
The guest is one way in, and often not the main one. Here is what does the work in your field.
- 1
Interview the owners you want as clients
Feature business owners from the industries you serve. They become warm prospects, and they know ten more owners like them.
- 2
Episodes answer the questions you get all year
Send the episode on quarterly taxes or paying yourself instead of writing the same email again.
- 3
Bankers and attorneys learn what you do
Professionals who advise the same owners hear how you work and think of you when it matters.
Can the guest be a client? Yes. Get each client's signed consent first, and for tax clients use an IRS-compliant consent form.
Pick a format
Three ways to run the show
Interview show
Best for relationships
Everything above: one guest every two weeks, each one bringing what they know and sharing the episode with their own audience.
Solo show
Best for your brand
Just you, 10 to 20 minutes, answering the questions clients ask every week. No scheduling, and your voice and point of view become the brand. It also fits between interview weeks.
Short series
Best for new clients
Five to ten episodes on one problem, titled with the words people search for. Short enough to finish in a weekend, and built to lead to one next step with you.
“A limited series podcast is meant for movement.”
Cliff Ravenscraft, the Podcast Answer Man, made the case for short series at PodFest. A show titled after a problem gets found in podcast search, binged in a few days, and recommended by name.
His six-episode series on mastermind groups launched with almost no promotion. Within 45 days, four listeners who had never heard of him joined his $15,000-a-year mastermind. More than 7,000 people have listened to all six episodes, and three of the six came from his archive with a new intro and call to action. A 38-episode show he stopped making 15 years ago still brings in about $75,000 a year in coaching.
A short series for accountants and tax pros
Taxes for Your First Year in Business
6 episodes
Entity choice, bookkeeping, quarterly payments and paying yourself, one topic per episode.
Every episode ends with one next step: a free first-year tax calendar. No ads, just yours.
The road
Seven steps, in this order.
- 1
Name it after who you serve
"Small Business Ledger" shows up in local search and gives guests something they are proud to share.
- 2
List 20 local pros you want to know better
Open your phone. That list is your first 20 episodes.
- 3
Start with your warmest relationship
Episode one should be a yes before you finish asking.
- 4
Record a 30-minute video call
No studio needed to start. A good conversation beats good gear.
- 5
Hand the guest a promo kit
Clips, quote cards and a link, so their audience sees you introduced by someone they trust.
- 6
Follow up over lunch
You just spent an hour learning from each other. Good working relationships start there.
- 7
Repeat every two weeks
Consistency matters more than polish. Most shows that fail simply stopped.
One host, one year
What every other week adds up to
Measure conversations and referrals, not downloads. A few hundred listeners in your market can matter more than thousands anywhere.
58% of Americans 12 and older listened to or watched a podcast in the last month. Edison Research, The Infinite Dial 2026
For teams
One firm show, rotating preparers
The firm owns the show and the production. Partners and staff take turns hosting their own referral sources. Record ahead in the slow months so the show keeps going through tax season.
Keep it compliant
Client details stay private unless the client agrees. If you prepare returns, federal law requires signed written consent before you share anything from a client's return, even their name. Keep tax talk general with a clear not-tax-advice note. Avoid promises about refunds or results, and follow your license's advertising rules, such as your state board, the AICPA code or Circular 230.
General guidance, not legal advice. Rules vary by state; check with your compliance team or a lawyer.
Every show, every field
Before you hit record
- Tell every guest you are recording and get their OK at the start. Maryland requires every person on the call to agree.
- Get a signed release that covers the episode, the clips, and any use of their name, voice or face in ads.
- Say on air when a guest is a referral partner, client, employee, relative or sponsor.
- Use only music licensed for podcasts. Radio-style licenses like ASCAP and BMI do not cover it.
- Post a transcript or captions so every listener can follow along.
How PodGlue fits
Built for shows where the guest sharing the episode is the whole point.
PodGlue handles the busywork around every conversation, so the show keeps going after the first month.
Start your 14-day free trial- A booking page guests use to pick a time and fill in their details
- A guest page for every episode with clips, quote cards and social copy
- Automatic follow-up emails after the episode goes live
- Show notes and social posts drafted from each conversation
Questions
What people ask first
Can a podcast help an accountant or tax preparer get clients?
Yes, through the people you interview. Bankers, business attorneys and advisors are asked for accountant referrals constantly, and every owner you feature knows others who need help.
Who should an accounting practice interview?
Bankers, SBA lenders, business attorneys, financial advisors, insurance agents, business brokers, and owners from the industries you serve.
How do I keep a podcast going during tax season?
Record a batch of episodes in the slow months and schedule them to publish through spring. Consistency matters more than recording live every week.