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Why Video Might Be the Most Powerful Trust Tool in a High-Stakes Industry [Endless Customers Podcast Ep. 146]
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This transcript has been generated by AI and not checked for accuracy.
00:00:00:02 - 00:00:03:04
Marcos Navarro
every person has a story that's worth telling. And,
00:00:03:10 - 00:00:05:23
Marcos Navarro
if a company can figure out how to,
00:00:06:02 - 00:00:08:01
Marcos Navarro
fit themselves within,
00:00:08:03 - 00:00:11:13
Marcos Navarro
their customers story as, as the guide,
00:00:11:13 - 00:00:13:02
Marcos Navarro
the possibilities are endless,
00:00:13:04 - 00:00:32:15
Bob Ruffolo
You're listening to The Endless Customers podcasts, brought to you by the team at IMPACT and Endless Customers, is the proven system to become the most known and trusted brand in your market. You can start to learn the principles of Endless Customers and how you can implement them in your business. Pick up a copy of Endless Customers, a national bestseller wherever books are sold.
00:00:32:17 - 00:00:55:12
Bob Ruffolo
Ready to start implementing Endless Customers in your business? Talk to IMPACT about how our coaching program can help you implement Endless Customers to success. And if you want experience Endless Customers in person. Do not miss our upcoming conference. Endless Customers Live in Hartford October 5th through the 7th, 2026. Registration is now open. And now onto the show. Here's your host, Alex Winter.
00:00:55:14 - 00:01:21:11
Alex Winter
Today's episode is about what happens when video stops being just a marketing tactic, and starts becoming a real trust building engine for your business. Because in a service like accounting, where clients are trusting you with decisions that directly impact their financial success, how you show up really matters. The clarity of your message, the confidence of your experts, and even the quality of the experience all shape whether a prospect believes you're the right fit or not.
00:01:21:13 - 00:01:48:21
Alex Winter
Joining us today is Marcos Navarro. He's the videographer at TMA Accounting whose team has built a stand out video strategy rooted in transparency, authenticity, and a standard of quality that reflects the level of care they bring to all their clients. In this conversation, we explore why they made video a strategic priority, how they help their experts show up authentically on camera, what they're seeing from YouTube and paid distribution, and how all of it is strengthening trust before the first sales conversation.
00:01:48:22 - 00:01:51:23
Alex Winter
Let's get into it. Marcos, welcome to the show.
00:01:52:01 - 00:01:54:14
Marcos Navarro
Hey, good to be here. Thanks for having me. Yeah.
00:01:54:14 - 00:02:10:16
Alex Winter
Of course. It's great to have you here. Thanks for taking the time to be here. I got a fellow videographer here with me. I, I love talking to videographers. We're going to have an excellent conversation today. I can't wait to get into it and talk about all the things that you're doing over at TMA. But before we do that, can you just set the stage for our viewers and our listeners?
00:02:10:16 - 00:02:15:02
Alex Winter
Tell everyone who you are, what you do at TMA and a little bit about the company as well, please.
00:02:15:08 - 00:02:42:12
Marcos Navarro
Yeah. My name is Marcos Navarro. I am the videographer at TMA Accounting. We're a, Yeah. To sum it up, we're a small business, accounting firm, and we do, probably thing that makes us the most unique is we do, you know, accounting, taxes, payroll or payroll, as well. And we do all of that under one roof.
00:02:42:12 - 00:02:57:15
Marcos Navarro
So rather than having, like, disconnected companies doing those, you know, offering, providing those financial services, we do we do all of them, specifically for small businesses.
00:02:57:17 - 00:03:01:09
Alex Winter
Very nice, very nice. And you guys are based out of Indiana, right?
00:03:01:11 - 00:03:03:10
Marcos Navarro
Yep. Yeah. We're in Indianapolis.
00:03:03:12 - 00:03:23:03
Alex Winter
I'm very cool. Well, I think a good place to start, just because I feel like this is something maybe people are thinking that are listening and watching. And it's a common question. But for a small business in an accounting firm, to have a videographer a full time on staff, that's that's not something you hear every day. And I think it's really cool and forward thinking.
00:03:23:03 - 00:03:37:16
Alex Winter
It obviously is something that matches up and aligns with the endless customers system and methodology. So can you talk a little bit about what it's like having you as a dedicated videographer and an accountant accounting firm, and in that space?
00:03:37:18 - 00:04:38:05
Marcos Navarro
Yeah, for sure. Yeah. I mean, no, I, I felt the same way when I started, you know, like being a videographer, for an accounting firm. What does that mean? What does that look like? But, from the beginning, it was pretty clear that our, our CEO and founder, Tyler Thompson, he was just bought into this idea of, showing up on video and, you know, seeing that as a valuable sort of storytelling tool to, you know, not just market the business, but, like, do the whole endless customers thing where we're asking where we're answering, customer questions and we're.
00:04:38:07 - 00:04:48:22
Marcos Navarro
Trying to show up transparently. And, so, I mean, it's huge credit to him to like, he, he, you know, sees the value in it. And,
00:04:49:00 - 00:04:49:13
Marcos Navarro
Yeah.
00:04:49:15 - 00:05:10:13
Alex Winter
That's awesome. That's that's really I, I love hearing that. And we hear that time and time again on this show. People who watch and listen know this, that from the top down, it sounds like your founder and CEO really wanted this, believed in this, wanted transparency, knew that video is a great way to do that, to tell real stories that are authentic and that forward thinking is a game changer.
00:05:10:13 - 00:05:40:13
Alex Winter
That's really cool. I'm curious though, so accounting can be pretty. What's the word, I guess sensitive because you're dealing with sensitive information, right? You're dealing with businesses, personal data, people's personal data, like it can be pretty, sensitive as far as, like how how you approach it and how you bridge those gaps to build trust. So how does video play into not only building that trust, but how do you like, kind of dance around that, like sensitivity and making sure that you're being mindful of the fact that it's people's personal data?
00:05:40:15 - 00:05:41:19
Marcos Navarro
So when it comes to,
00:05:41:21 - 00:06:01:04
Marcos Navarro
being an accounting firm, handling people's sensitive information, that is an aspect of it. You know, I'm not an accountant, so, like, that's not my background at all. So I kind of came in a little bit blind, so to speak, like not knowing what this would all look like.
00:06:01:04 - 00:06:10:10
Marcos Navarro
But, quickly learned that, like, you know, how important it is to for us to show up,
00:06:10:12 - 00:06:45:01
Marcos Navarro
in a way that gains trust from potential customers, maybe even more so, or just in a unique way than than other companies, because we are handling people's, you know, financials. And, yeah, that was a big aspect of just how we show up on video is like, you know, wanting to gain people's trust and show up as a, as a credible resource and guide for them.
00:06:45:03 - 00:07:08:23
Marcos Navarro
So that, yeah, that, that, that underpins I think a lot of how we think about using video is like, okay, what's the what's the perspective of the small business owner who, you know, needs, needs help with these things? And who's the type of guide or resource that they would, you know, trust with their information?
00:07:08:23 - 00:07:28:05
Alex Winter
Yeah. No, I would assume it builds a lot of confidence with potential customers. Just because trust is huge, no matter what you're buying, no matter what product service industry that you're in. Right. And it's it's just a, I think a deeper layer for you especially where like video builds trust. You can you can be selling this guitar over here or selling some products.
00:07:28:05 - 00:07:45:21
Alex Winter
But when you're talking about people's finances, it's a whole nother layer of trust that you have to build to get to gain that confidence. And I think that you guys have leverage that in a great way. We're going to get into that more. But before we talk about the content itself, can you tell me a little bit about, and you just said this where, like, you're a videographer, you're an expert in what you do.
00:07:45:22 - 00:07:52:19
Alex Winter
You're not an accountant. What was it like starting to work with these accountants? Starting to work with the sales team, starting to work with these guys to try to,
00:07:52:19 - 00:07:57:06
Alex Winter
bridge those gaps and get them ready to be on camera and to start, like, getting comfortable with using video.
00:07:57:09 - 00:08:24:18
Marcos Navarro
you know, there's like sort of the stereotype of an accountant, I think a little bit. And, there might be some truth to it, but like, you know, sort of reserved like last person that you that you would think would want to be on camera. And I'm not saying that everybody is like the most excited to be on camera, but I actually found, and I think it's a testament to our, to our people.
00:08:24:20 - 00:08:52:05
Marcos Navarro
I actually found that, like that most of our accounting experts, like, were, you know, not only, like, willing, but like, excited to help and show up on camera in this way. Like, even if they needed something like, you know, I wouldn't even say they needed convincing. It was it was more like, this is what we're doing. And like, it's sort of my job to make them feel comfortable.
00:08:52:05 - 00:09:00:18
Marcos Navarro
And yeah, in my experience, like they they were all to their credit, did super well with it. And like,
00:09:00:22 - 00:09:12:02
Marcos Navarro
Yeah, I think I think for accountants at times even, it's like a little bit of a nice change of pace from what they're like usually doing for like, you know, go work on a video with me. Yeah.
00:09:12:02 - 00:09:36:12
Alex Winter
Crunching numbers all day. It's like, let's just break out of that for a little bit and do something different. But so it's also different for you because I think a lot of people that are videographers and specialize in that like niche category, they're great behind the camera, they're great with lighting. They have all these technical skills, but endless customers really pushes you as a videographer inside of an organization like TMA to not just shoot cool stuff and make it look good and edit cool stuff, but also you lit the bridge.
00:09:36:12 - 00:09:52:02
Alex Winter
Those gaps with your team members and create that trust internally with them so that they can deliver a good performance and be great on camera. So like there's there's layers to it. What was that like for you? Have you done that before? Have you had experience with that, or was this kind of a new territory for you trying to, like, bridge those gaps?
00:09:52:04 - 00:10:19:04
Marcos Navarro
Yeah. For sure. Yeah. My, my my background to I guess, summed it up. It was more or less like, you know, I'm a self-taught videographer. I kind of learned on the job, on different jobs, freelancing as a videographer, on marketing teams. And so I, like you would understand this as a, as a video guy, too.
00:10:19:04 - 00:10:29:07
Marcos Navarro
Like, I like to talk to videographers a lot about, like, how most of us sort of at this level.
00:10:29:09 - 00:10:58:21
Marcos Navarro
The title videographer, doesn't encapsulate everything we do enough because, you know, you're you're also often the person writing the script. You're you're dealing with the talent, you're you're directing, you're giving feedback. You're, you know, you're editing, you're you're optimizing after the fact, which we're going to talk about. I think, like, there's so many elements to it and, I kind of forgot the original question.
00:10:59:03 - 00:11:19:02
Alex Winter
Well, no, I like what you're saying because traditionally a videographer is like, that's the person that holds the camera and record stuff. That's what they do. In like a film or like when you're on a big production type setup. Right. But in this sense and what, what endless customer is, is teaching, it's much more all encompassing. You really are like the producer.
00:11:19:05 - 00:11:42:10
Alex Winter
You're the creative, you're scripting, you're bridging these guys with the talent. You're you're scheduling, you're shooting, you're editing. It's it's very much like a one stop shop. So you have to be versatile in this role. And, I've seen the work that you do. You're certainly versatile in what you're doing. I'm curious. Like, just how has that been for you coming into this company and then being being in that spot, has it been a lot to handle?
00:11:42:10 - 00:11:47:16
Alex Winter
Do you feel like you got it dialed in like, well, what's that journey been like for you personally?
00:11:47:18 - 00:12:32:11
Marcos Navarro
Yeah. I mean, the journey for me, has been really good. Like the I think like, I mean, I'm someone who naturally, like, brings my passion wherever I go. I think, no matter who I'm making a video for, but, I will say and again, it's a credit to like, the overall like, I think strategy that we're taking on is that it's given me room to like, be creative and try things and like, you know, make good images, make good videos.
00:12:32:13 - 00:12:57:02
Marcos Navarro
So yeah, it's it's I don't know if everyone has that experience, but like that was that's been my experience is like very much like, all right. This is your domain. And, we just have a lot of, I think, like, cohesion about, like what we're trying to do that, like, Yeah, it's just fun. Like, I have to.
00:12:57:07 - 00:13:08:04
Marcos Navarro
Yeah. Remind myself that even though I'm making accounting videos like that, that I get to do what I do is it's it's a lot of fun. Yeah.
00:13:08:04 - 00:13:25:02
Alex Winter
I love I love hearing that. And I can tell that you have fun doing it. I can just see it on your face. Where? Like, it may not like, theoretically, it's accounting videos. You wouldn't think that'd be fun to do, but but it really it can be fun. And you can make these videos interesting and you can still be wicked creative and you get the team involved.
00:13:25:02 - 00:13:46:20
Alex Winter
Like there are there are ways to basically tell a story that, that can just really make it engaging. And I'm curious with that. Right. So how is that affected like production quality and consistency and like how did you kind of find your, your footing or your voice as a, as a brand when you're when you're building this content and creating this content?
00:13:46:22 - 00:14:01:15
Marcos Navarro
Yeah. I mean, in terms of finding our footing and like, you know, talking about what we want our videos to look like and feel like,
00:14:01:17 - 00:14:27:12
Marcos Navarro
It's really started with, like, just like conversations with our CEO and our founder. You know, we're a small business. So, like, I, you know, we talk a lot about how we want to show up and how we want our videos to feel. And, and we're very much open, like, we're very much like, feel like we're still experimenting and like figuring things out to some extent.
00:14:27:12 - 00:14:51:05
Marcos Navarro
But I think when we were first starting, like our thought process was like, wanting people to think like, you know, if they're if they look like, you know, if they look like they know what they're doing when it comes to videos, content they're producing, then then they must know what they're doing when it comes to accounting.
00:14:51:07 - 00:15:15:03
Marcos Navarro
So that was sort of like the driving force, I think. Still trying to, you know, still recognizing that, like, that's not the end all be all that you need to, like, make valuable content still and, like, tell good stories and show up on camera like, there's a lot of things after that that need to fall in place.
00:15:15:03 - 00:15:45:09
Marcos Navarro
But, that was a big part of just getting started was trying to hit a little bit of like, higher standard of YouTube content that, you might not expect to see from like a small accounting firm in Indianapolis. We really wanted our content to feel like, you know, like a little bit, like, shocking to people, like, how are they doing this?
00:15:45:11 - 00:16:05:21
Marcos Navarro
So we talked a lot about how our studio would look before we set it, set it up and then did all of that. And, you know, how we wanted the, the brand to show up on, on our channel? Yeah, a lot of pieces to it, but that's, that's sort of how how it started. Yeah.
00:16:05:21 - 00:16:20:03
Alex Winter
That's I love that and I love the competitive nature a little bit of like differentiating yourself from everybody else in the marketplace. And that's what you need to do. You need to disrupt and you need to differentiate yourself so that you have your own identity and your own uniqueness to it. And I, I definitely think you guys have achieved that.
00:16:20:03 - 00:16:36:13
Alex Winter
And if you're listening and watching to this, you got to go check out Tm's, YouTube channel. We'll put a link in the description, because you guys have some really killer and fun and excellent videos. In my personal opinion. I'm curious, before we get into the results. Right. I definitely want to talk about results because you've been having some really great results with what you've been doing.
00:16:36:15 - 00:16:51:23
Alex Winter
Can we talk a little bit about like the mix? So the content mix and what your day to day and week over week kind of looks like as far as the content you're putting out and where it's going. YouTube website. Just so that people can get your videographer out there, you can get a sense of like what you're doing.
00:16:52:01 - 00:17:24:09
Marcos Navarro
In terms of the content mix, like we're we're sort of primarily focused on, on YouTube. And our, our channel called Small Business Playbook. Providing like guidance for small business owners, and the primarily surrounding like, accounting, bookkeeping, tax topics, but like also broader than that. And so we, we try to show up on their, YouTube shorts, obviously.
00:17:24:11 - 00:17:52:04
Marcos Navarro
We recently started a TikTok, under, under the handle TMA Accounting. And then. Yeah, and then showing up on our website in our learning center, is a place where we, we share all the, the videos we make for YouTube. And then also there's, content for customers to, you know, find valuable information, on there as well.
00:17:52:04 - 00:18:04:03
Marcos Navarro
So we're also making videos that are more sort of under the, the TMA, banner, even more so than like the YouTube stuff. So I don't know if that did that answer your question.
00:18:04:03 - 00:18:19:17
Alex Winter
Yeah, that's a great mix that that makes sense to me. And then I'm curious to like, what about frequency? Is this like, are you hitting the 2 to 3 videos a week or are you doing more than that? Is there shorts mixed in? Like, what does that makes look like? Just I'm just curious and want to paint that picture for our listeners and our viewers.
00:18:19:19 - 00:18:48:11
Marcos Navarro
Yeah. In terms of frequency, we're we're hitting, roughly, our goal is like, you know, one longform video a week and then 2 to 3 shorts, each week as well. So that's sort of been the frequency we found to be like, like doable, for us. I mean, there's always the, the desire to, like, do more.
00:18:48:13 - 00:18:57:04
Marcos Navarro
Sure. And I think we will get to that point, but that's sort of the. Yeah, that's sort of the frequency we're doing now, roughly, roughly three videos a week.
00:18:57:04 - 00:19:22:05
Alex Winter
Nice. You guys are crushing it. That's that's, it's not easy to get to that point. That's a lot of content to be creating, you know, and there's definitely, I think sometimes people think that quantity is better. So like, oh, we'll double down on that and we'll put two long forms and X amount of shorts. But I think it's important to also and I think to your point, find a balance between quantity and quality and finding a consistency, a consistency with putting out quality videos and quality content.
00:19:22:10 - 00:19:42:23
Alex Winter
That's still, you know, checking the box for at least 2 to 3 videos every week, which is a again, an undertaking. So, so with that, I'm curious, you obviously work with, endless customers. Coach, you've been working with impact on the team here. How is it, how is working with a coach helped you? You know, obviously your video skills are are very proficient.
00:19:42:23 - 00:19:55:17
Alex Winter
You're talented. But from an accountability standpoint, to continue to hit those numbers week over week and to find the like ways to optimize your time and your schedule and working with your team, like, how's it been working with the coach for you?
00:19:55:19 - 00:20:27:17
Marcos Navarro
Yeah, I mean, you said it. Accountability. Like working with our coach, John Becker. He he's amazing. He, you know, really does provide that accountability that, we need and that I need, and in more than that, like, it's, it's not just accountability, but like, just continuing to encourage, fresh ideas and, like, you know, thoughtfulness behind what we're already doing.
00:20:27:17 - 00:20:42:12
Marcos Navarro
It's like, easy to get with the three videos a week and however many, you know, articles we're producing every week, it's easy to get into, like a sort of like, I don't know.
00:20:42:14 - 00:20:47:17
Marcos Navarro
Not spiral, but just, like, mindless doing the work and.
00:20:47:19 - 00:20:56:23
Alex Winter
Like an endless loop. It's like rinse, wash, repeat, rinse, wash, repeat. And you can almost get. Yeah, you almost get stagnant in your creativity if you aren't aware of it.
00:20:57:01 - 00:21:45:10
Marcos Navarro
Yeah. For sure. So I think so our coach helps with, with keeping that stagnation from happening. Like like always be thinking about ideas, always be, you know, thinking about how we can do things better. And, yeah, I can't say enough nice things about John. Like, leave our meetings often. Like, just like, reinvigorated and, like, you know, sometimes I leave them, like, a little bit stressed out because I'm thinking about all these things I need to do or want to do, but, but again, he like it also provides like a track to stay on so that, like, you feel like you're staying on track.
00:21:45:12 - 00:22:01:19
Alex Winter
So yeah. That's great. We love John. Back to here. Shout out to John Becker if you're watching buddy. He used to before he was a coach here at impact. He used to work on the marketing team with me. And everything you're saying is so true. He's just so calm and collected and hyper creative and just very talented.
00:22:01:19 - 00:22:23:17
Alex Winter
And he's such a great writer and all around. So, John, keep up the great work, man. So I'm curious with this coaching and with the team that you have in place, has there been a piece of content that you put on the Learning Center or on YouTube or somewhere that, like, has really stood out or has really performed well or something that, like, you're really proud to talk about?
00:22:23:18 - 00:22:39:00
Marcos Navarro
Yeah, there's a there's a couple of examples that I, that I think about. The most obvious one is we produced a video, called What's the difference between a bookkeeper and an accountant?
00:22:39:02 - 00:22:40:04
Alex Winter
Okay.
00:22:40:06 - 00:23:15:15
Marcos Navarro
And really wanted it to just not be boring. And so, like, with that video, I leaned into our, our subject matter expert, Dan and Guy, who's a who's a CPA here at the firm, and his just, like, interest in Star Wars. And because I just felt like I needed a something to illustrate the difference and something that, like, humanized him and like, you know, got him excited to talk about it.
00:23:15:17 - 00:23:37:15
Marcos Navarro
And, I think that ended up going really well. And, I think it's especially reflected in, like, some of the shorts we made off of that content. Because, you know, I ended up, you know, using, like R2d2 as a, as a, you know, comparison for a bookkeeper and then Obi-Wan Kenobi as a comparison for an accountant.
00:23:37:17 - 00:24:08:12
Marcos Navarro
So, you know that that concept has a sort of like, you know, grabby nature to it because, you know, Obi-Wan Kenobi is on the thumbnail. But it felt true to like the person's, actual interest that was in front of the camera. And so, yeah, I was I was yeah, proud of that one because it was like, not, you know, trying to use, something like Star Wars to like, get more clicks.
00:24:08:12 - 00:24:15:01
Marcos Navarro
But it was like, felt true to the content, you know, help explaining the content but also felt true to the person.
00:24:15:03 - 00:24:32:11
Alex Winter
Yeah. No. And I think that's the basis for it is like, yeah, you could leverage Star Wars because it's obviously I mean, it's Star Wars, it's so popular, but it's personal to the subject matter expert that you have on camera, so you really personalize it to them. It makes them more comfortable. It's a win win all around. So I think that's just a really great way.
00:24:32:13 - 00:24:47:22
Alex Winter
And I think that's a good note for people out there to to hear that personalizing the content is really important. And it makes people it builds trust faster because it makes people see a side of you that maybe they wouldn't know or wouldn't get to know about you. So I think that's just a really a really cool value and nice job.
00:24:47:22 - 00:24:50:02
Alex Winter
I'm going to go check that out after this. I want to see that.
00:24:50:04 - 00:24:51:11
Marcos Navarro
Yeah yeah yeah.
00:24:51:13 - 00:25:12:18
Alex Winter
So let's get into the results. Now I definitely want to talk about some results here and just get people amped up about, you know, it's one thing to get the creative dialed in, to get the team vibe in, to get everything, you know, moving in the direction that you've had it go, which has been great. But then it's also about results in and getting the business to scale, getting some numbers, some sales, keeping the sales folks busy here.
00:25:13:00 - 00:25:23:13
Alex Winter
What, what kind of results or shifts have you seen in buyer behavior? And can you just kind of give our audience, a little, a little bit of the success that you've been having since you've been putting out all this great content?
00:25:23:15 - 00:25:52:20
Marcos Navarro
In terms of the results, I think, aside from just, like, showing up in a transparent way and making it easier for customers to like, you know, get answers about pricing and, making the process to, like, book a call, easier and clearer. We've probably seen the best results just on our YouTube channel.
00:25:52:20 - 00:26:12:05
Marcos Navarro
Like, again, we're we're only at this point, like, a little bit under a year into the YouTube channel, but, we have really seen a lot of cool results, on the channel with subscribers and, and engagement.
00:26:12:09 - 00:26:51:05
Marcos Navarro
So at this point, we were roughly at like 7000 subscribers on our channel and roughly 1200 views per video. And that's, that's combining like, organic traffic and also ad traffic. So Google ads and like boosting our videos is also a big part of our strategy. But even with using ads, like, we've still seen so much organic growth and that's still that's still the majority of the traffic we get is, is through organic or and like non ad based engagement.
00:26:51:07 - 00:27:14:20
Marcos Navarro
So that's been encouraging. As well as like is like using ads to like give a little bit of a boost but also like still seeing like a lot of people engaging with the content, just through like organic search and through, you know, YouTube. Yeah. Recommending our videos and stuff. Yeah.
00:27:14:22 - 00:27:21:16
Alex Winter
Hey, 1200, 1200 views per video for every video that you're putting out, that's that's not chump change. That's really that's really great.
00:27:21:18 - 00:27:26:11
Alex Winter
That's good engagement. That's consistent engagement. That's, that's on the drive for.
00:27:26:11 - 00:28:01:01
Marcos Navarro
Yeah, yeah. For sure. No, we're really happy with it. But and it's also like a testament to, like utilizing shorts, I think like, that's, you know, obviously like a, a sort of quicker medium. But it just a little bit. Yeah. Yeah. But that's, that's a big part of, of, of those views too, is like, is like trying to create really sort of top of funnel, shorts based off of our content.
00:28:01:03 - 00:28:11:12
Marcos Navarro
And we're starting to make some, like, original stuff too. Just because that's a, that's a real top of funnel way to like, draw people and. Yeah.
00:28:11:14 - 00:28:25:17
Alex Winter
Yeah, you had said something in there that I found really interesting, and I want to just take a second to talk about, you had talked about paid and doing some paid pushes behind the content that you're creating. Can you talk a little bit about how that's been working for you? And just like the strategy behind what you're doing?
00:28:25:17 - 00:28:37:20
Alex Winter
Because I think that's a really cool piece and a great way to get, you know, organic is wonderful and we all want organic. But then if you pair that with a paid push, what can I do for you? And I'm just curious what it's been doing for you guys.
00:28:37:22 - 00:29:01:03
Marcos Navarro
we started utilizing Google ads to help give the channel a little bit of a boost and give our videos that that we felt like we're, we're, worth seeing, like a little bit of a boost. And so we utilize Google ads, to.
00:29:01:05 - 00:29:06:12
Marcos Navarro
Help help boost those, help boost the content that we think is valuable and help boost our channel.
00:29:06:12 - 00:29:33:08
Marcos Navarro
It doesn't take a lot to see like results using ads. So that is a helpful thing too is like you don't have to go crazy, to like see some results and I think, I think for my, for my position like I am, I am helping like set those things up and trying to monitor, you know, results from ads.
00:29:33:10 - 00:29:38:23
Marcos Navarro
On YouTube. But for me, I'm, I'm always trying to remember, like
00:29:39:01 - 00:29:55:21
Marcos Navarro
you still need videos that are worth watching and that are going to be, like, valuable for people. You know, no one wants to no one wants to click on a sponsored video that ends up, you know, seeing no value.
00:29:55:22 - 00:29:58:00
Alex Winter
It's totally so totally.
00:29:58:00 - 00:30:50:00
Marcos Navarro
So we and we think that, you know, that our content offers that. So, yeah, it's it's a it's a constant reminder of like, you know, having the ads going, but then they can just kind of be going and you keep, you know, working at making the content better and, trying to reach the right people, who are in need of our services, and working with the ads to, like, help you determine that, or help you get there because there's a lot of things you can do with ad spend where you can target certain, you know, geographical areas and you can, have different goals for ads like, you know, YouTube
00:30:50:00 - 00:31:03:10
Marcos Navarro
engagement versus like, clicks so that people go to your website. So it's a whole area that, like, I'm still very much learning about, and, and that's still sort of new to me, but,
00:31:03:12 - 00:31:30:14
Alex Winter
It sounds like we need to have another episode where you and I can go into YouTube, not just YouTube, paid the paid piece of it, but analytics in the back end of the YouTube studio, because there's there is a lot there that's, that's a lot to track. But it it sounds cool. And I think the big takeaway from what I got with what you're saying was that if you're going to put a paid push behind something, you should make sure that it's something that's valuable or that builds trust or that disrupts or something that's that's, worth putting a paid push by.
00:31:30:14 - 00:31:45:09
Alex Winter
And I don't think you should do it for every single video you put out. It should it should be a little bit more strategic, and you should pick and choose between the ones that really you think are going to stand out and represent your brand correctly versus, you know, some of the regular content that needs to go out on a weekly basis.
00:31:45:11 - 00:31:46:10
Marcos Navarro
Yeah for sure.
00:31:46:13 - 00:32:10:21
Alex Winter
Thanks for sharing all this. I love hearing all these stories. And, I definitely think we're going to have to do another conversation about YouTube studio. So we'll have you back on the show for sure. But my final question, I always ask this at the end of the show with everything you've learned from endless customers and for our viewers and our listeners out there that are listening to this right now, what do you say to them if they're wondering about like, I don't know if we should hire a videographer and if it's worth the investment.
00:32:11:00 - 00:32:19:12
Alex Winter
I don't know if our industry like if if we really need to differentiate ourselves, what would you say to those people that are maybe thinking that way and are in that camp currently?
00:32:19:14 - 00:33:06:09
Marcos Navarro
I would say I mean, I'm obviously biased as a videographer. But, you know, I will say, like, it sounds cliche, but, I think a big part of unless customers and a big part of just showing up as transparent as a company and, you know, trying to get trying to get people's trust is like, are you sort of harnessing all the, like, tools that you have your disposable to tell the right story?
00:33:06:11 - 00:33:30:09
Marcos Navarro
And that's the part that can sound cliche sometimes, but it is true. Like, like every, every person has a story that's worth telling. And, more than that, like, like if a company can figure out how to, you know, not just harness that, like.
00:33:30:11 - 00:34:03:14
Marcos Navarro
Power of of visual storytelling in some way, but like, find a way to to fit themselves within, like their customers story as, as the guide, as the, you know, the the person who is coming alongside them. Then I feel like the possibilities are endless, like the, the possibilities that you have through video are like, really are endless.
00:34:03:16 - 00:34:29:01
Marcos Navarro
And again, I'm biased, but, I just, I just think it's such a powerful tool and it's and it's such a big part of our day to day lives. And if you can show up in a meaningful way with, with video like, and even like, find a way like we talked about before, find a way to stand out.
00:34:29:03 - 00:34:34:14
Marcos Navarro
Then I think you should definitely do that.
00:34:34:15 - 00:34:49:13
Alex Winter
Well said. Well said. Marcus, thank you so much for sharing your story and for letting us peek behind the curtain a little bit with what's going on at TMA and all of the cool video things that you're doing. Like I said, we're going to drop links in the description so you can check out some of the great content that the team has been creating over there.
00:34:49:17 - 00:34:52:11
Alex Winter
And again, Marcus, thank you for your time.
00:34:52:13 - 00:34:54:16
Marcos Navarro
For sure. Yeah. Thanks, Alex. Thanks for having me.
00:34:54:20 - 00:35:03:21
Alex Winter
Awesome. Anytime. We're gonna have you back on the show for sure. But for now, everyone out there that's been watching and listening. Thanks for tuning in. I'm your host, Alex Winter is endless customers. We'll catch you on the next episode.
There's a version of this conversation I've had many times. Someone asks whether video is really worth the investment, whether their industry is a fit for it, and whether it's going to move the needle for a company like theirs. And I always think the same thing: the companies asking those questions are the ones who need it most.
TMA Accounting is not asking those questions anymore.
They hired a full-time videographer, built a YouTube channel from the ground up, and started showing up in a way that most small accounting firms aren't even thinking about. I wanted to understand how they got there, so I brought in Marcos Navarro, TMA's videographer, to walk us through it.
TMA is a small business accounting firm that handles accounting, taxes, and payroll all under one roof, based in Indianapolis. What makes them different, beyond the integrated services, is that they decided early on that video was going to be a core part of how they earn trust with the people they want to serve.
Marcos is self-taught, came up through freelance and in-house marketing roles, and landed at TMA with real creative room to do something interesting. What follows is a story about what happens when leadership buys in from the top, when a videographer is treated as a strategic partner, and when a company decides that earning trust before the first call is worth building an entire content operation around.
TMA has built a video marketing strategy for accounting firms (or any service-based business) founded on Endless Customers principles, and it works.
Video content started at the top
How do you get an accounting firm to buy into video content? The honest answer is that it started with Tyler Thompson, TMA's founder and CEO. Tyler had already bought into the idea of using video as a storytelling tool, not just for marketing but for the whole Endless Customers approach: answering real customer questions, showing up transparently, and being a genuine guide for small business owners.
Marcos told me the credit goes to Tyler for seeing the value in it and making it real inside the company. And when you have that from the top, it changes what's possible.
I've seen plenty of organizations where someone in marketing is trying to push video uphill against leadership that doesn't really get it. On the other side of that, Tyler created the conditions for Marcos to actually do his job.
This is the best platform for success. Someone in leadership who understands what they're building toward.
Why trust cuts deeper in accounting
This is the piece of TMA's story I think gets underappreciated. Accounting is not like selling a product off a shelf. When a small business owner trusts you with their finances, their payroll, and their taxes, they're handing over some of the most personal information about their company. The bar for trust is just higher.
Marcos came into this role without an accounting background, so he thought about it the way a prospective client would: What does someone need to feel before they hand over that kind of information? The answer kept pointing back to credibility and transparency.
He said that showing up in a way that gains trust from potential customers matters even more in accounting than in a lot of other industries, precisely because of what clients are trusting you with. That realization shaped how they think about every piece of content they make. The underlying question for every video is: Does this person look, feel, and sound like someone I would trust with my business?
That's a smarter frame than "we need more content." It starts with the buyer's perspective and works backward.
What does it actually take to get an accountant on camera?
There's a stereotype about accountants, and Marcos acknowledged it with a laugh. Reserved. Not exactly lining up to be in front of a camera. But what he found at TMA surprised him.
Most of the accounting experts on their team weren't just willing to be on camera. They were excited about it. Part of that is the people TMA has hired. But part of it, Marcos said, is that making a video is a genuine change of pace from a day spent crunching numbers. Going to work with him on a video is just something different.
His job wasn't really about convincing anyone. It was about making them comfortable. And from what he describes, his team responded well to that.
This connects to something I've talked about a lot with Endless Customers. The videographer's role inside an organization like TMA is not just technical. You're directing, writing, coaching, scheduling, and bridging the gap between the camera and the expert on the other side of it. Marcos put it plainly: the title videographer doesn't capture everything the job actually is. By the time you're done with a video, you've scripted, directed, given feedback, edited, and started thinking about how to optimize the back end. It's a full production operation.
What kind of results did they actually see?
TMA's YouTube channel is called Small Business Playbook. It's built around guidance for small business owners on accounting, bookkeeping, and tax topics, with some broader small business content woven in. They're posting one longform video per week and two to three shorts, which Marcos described as the frequency they've found sustainable.
Finding their visual identity started with a question that I thought was exactly the right one to ask: what would it look like if a small accounting firm in Indianapolis made YouTube content that nobody expected them to make?
They wanted to land as surprising. High production quality. A real studio setup. A brand presence that made people stop and wonder how a firm like this was doing it.
Marcos said they talked a lot about how their studio would look before they set it up, how they wanted the brand to show up on the channel, and what standard they were shooting for. The goal was content that felt like a little bit of a shock. Not because shock was the point, but because showing up at a higher level than people expect is one of the clearest ways to signal that you take your work seriously.
That kind of intentionality matters more than most companies realize. A lot of people start posting without ever asking what they want the content to feel like. TMA thought about the viewer experience before they filmed a frame.
When the content is true to the person
I asked Marcos to walk me through a piece of content he was proud of, and the example he gave was a good one. The video was called "What's the Difference Between a Bookkeeper and an Accountant?" It could have been a dry explainer. Instead, Marcos leaned into something personal about the subject matter expert on camera, a CPA at the firm named Dan.
Dan is a Star Wars fan. So Marcos built the comparison around it: R2-D2 as the bookkeeper, Obi-Wan Kenobi as the accountant. The thumbnail featured Obi-Wan. It was immediately grabby, but Marcos was quick to clarify that it wasn't a gimmick. It felt true to the content, it helped explain the difference between the two roles, and it felt true to the person in front of the camera.
That last part is what I keep coming back to. You can use something like Star Wars to get clicks. Or you can use it because it genuinely reflects who the person is. When it's the latter, it comes through.
Audiences can tell when something is authentic and when it's a tactic dressed up as personality. The shorts they cut from that video performed well, too, which makes sense. When the original concept is strong, the clips that come out of it have something real to work with.
What progress looks like after a year (and where paid ads come in)
TMA is sitting at roughly 7,000 subscribers and averaging around 1,200 views per video. That number combines organic traffic and paid distribution through Google Ads, but Marcos was clear that organic is still the majority of what they're seeing. They're using ads to give a boost to specific videos they believe in, not to compensate for content that isn't landing.
The paid strategy is something Marcos described as still evolving. They're using Google Ads to target specific geographic areas, set different goals depending on whether they want YouTube engagement or website clicks, and figure out which videos are worth putting spend behind.
His guiding principle is that the ads can run in the background, but the real work is still making content that people actually want to watch. Sponsored content that doesn't deliver value is just money spent making a bad impression.
Beyond the channel numbers, Marcos pointed to something harder to quantify but just as meaningful: making the path to a conversation cleaner. Transparent pricing content, a clearer call-booking process, and videos that give prospective clients real answers before they ever reach out.
That's what separates an intentional video marketing strategy from a content treadmill, even for a firm in an industry as relationship-driven as accounting.
What does a coach add when you already know how to make videos?
TMA works with IMPACT coach John Becker. Everything Marcos said about him tracks completely.
The word Marcos kept coming back to was accountability, but he pushed past that quickly to say it's more than just someone keeping score. When you're producing three videos a week and articles alongside that, it's easy to slip into a rhythm that stops being intentional.
You're doing the work, but you stop asking whether the work is actually improving. Marcos described it as the risk of mindless doing, getting into a loop where things go out the door but the thinking behind them gets shallower.
John breaks that pattern. He keeps the team thinking about fresh ideas, pushes them to evaluate what they're doing, and gives Marcos a track to stay on so the creative momentum doesn't just become noise.
Marcos said he leaves their meetings reinvigorated, and sometimes a little stressed out from thinking about everything he wants to do. That tension is a good sign. You want a coach who pushes you to think bigger and then helps you figure out where to put that energy.
The real reason video works
We wrapped up asking Marcos the question he probably gets asked most: is it worth it to invest in a full-time videographer, especially if you're in an industry that doesn't seem like a natural fit for video?
He was upfront that he's biased. But his answer went somewhere worth hearing. He said the question isn't really about hiring a videographer. It's about whether your company is using all the tools at its disposal to tell the right story, and whether that story positions you as the guide in your customer's journey rather than just another vendor competing for attention.
I’ll leave you with this great perspective shift from Marcos for anyone working with video content: "Every person has a story that's worth telling. And if a company can figure out how to fit themselves within their customer's story as the guide, the possibilities are endless."
It's proof that a video marketing strategy for an accounting firm isn't a novelty. It's a competitive advantage.
If you want to see TMA's content in action, check out their YouTube channel, Small Business Playbook.
Connect with Marcos
Marcos Navarro is the videographer at TMA Accounting, a small business accounting firm based in Indianapolis that provides accounting, tax, and payroll services under one roof. Day to day, he leads TMA's video strategy and content production across YouTube and social, helping the firm's accounting experts show up on camera in a way that builds trust with the small business owners they serve.
- Connect with Marcos on LinkedIn
- Check out TMA Accounting
- Watch TMA Accounting on YouTube: Small Business Playbook
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Endless Customers is a podcast for business owners/leaders, marketers, creatives, and sales teams who want to build trust, attract the right buyers, and drive sustainable revenue growth.
Produced by IMPACT, a sales and marketing training organization, we help companies implement The Endless Customers System by focusing on the right strategies and actions that build trust, educate buyers, and generate more leads.
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Posted On:
Apr 29, 2026
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