Marc Berger, CPA

Marc Berger, CPA, is the practice deader of LZ Tax Services at LegalZoom, where he’s leading a rapidly growing team of experts to deliver technologically reimagined tax preparation and advisory services to small businesses at scale. Previously, Marc built and led Pure|Purely Solutions, LLC, a back-office technology advisory firm that was acquired by LegalZoom in 2020. Marc has more than 17 years’ experience in taxation and business consulting, and he is super passionate about helping clients in accounting and business technology. When not assisting clients with their business goals, he spends time with family, coaching youth soccer, and traveling as much as possible. Find Marc on Twitter @PurelySolutions.

Sales 101 for tax professionals: Advanced strategies

November 6, 2020 / Marc Berger, CPA / Whitley Schlichte

In part three of this series from Marc Berger, CPA, find out how to identify your lead sources and gain more prospects.

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Sales 101 for tax professionals: now you’re in the sales groove

September 8, 2020 / Marc Berger, CPA

It’s time to take your sales to the next level; get tips on how to use a CRM and how to cross sell services from Marc Berger, CPA.

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Grow your practice, Practice Management

Sales 101 for tax professionals: the basics

July 9, 2020 / Marc Berger, CPA

Put your sales hat on! Get key tips from Marc Berger, CPA, on how to find prospects and turn them into clients.

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Grow your practice, Practice Management

5 Ways to Optimize Content on Your Website

November 19, 2019 (Last Modified: March 10, 2020) / Marc Berger, CPA

In this article by Marc Berger, CPA, learn how search engine optimization helps prospects find you and your tax firm, and get practical guidance on how to improve your SEO.

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Grow your practice, Practice Management

Using Technology to Enhance Your Social Network

September 25, 2019 / Marc Berger, CPA

Establishing connections is key to business growth, especially when it comes to social media. Marc Berger, CPA, discusses how you can use your social media networks more effectively to boost the growth of your tax and accounting practice.

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