bring in new clients Archives

Two Powerful Direct Mail Campaigns For Tax Professionals (That Competitors Won't Do)

You’re in the middle of the crush right now, I know — but I wanted to make SURE that you utilized these two direct mail campaigns, because no matter what kind of tax firm you operate (i.e. whatever profile your target client falls under), you really should be implementing two specific direct mail campaigns in the next couple […]

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I'm Writing a Big Check to the IRS — Don't Forget

Leave a Comment / blog / By adminnate

I hope you’ve been taking my advice and that you’ve been going after Procrastinators the past two weeks. Look — you still have four days, and it’s not too late! (You may not believe me on that, but we once had an ad hit on the 13th — when the deadline was the 15th —

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Stories Like This Popping Up Everywhere — Where's Yours?

Leave a Comment / blog / By adminnate

Unlike a significant percentage of your clients, you may not have a procrastinating bone in your body. I’ve worked with hundreds of tax professionals during my years in this industry, and while *some* of them fly through tax season in a disorganized, caffeine-induced haze, MOST have their ducks in a pretty good row, when it

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A Resource For The Final 25 Days

Leave a Comment / blog / By adminnate

At this point, chances are that you’ve completed a decent number of returns for your clients, and you’ve got a bunch more in the queue. Are you thanking them? This is an often-overlooked strategy for “sticking” your clients, and there’s usually a great reason for it–you’re slammed! But if you miss this base, you’re missing

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Owner-Level Tasks For The Final Month

Leave a Comment / blog, Crucial Blog Posts / By adminnate

Now that the March 15th deadline is behind us (phew!), it’s time to head into the home stretch of tax season. At this stage of the game, it’s tempting to let things slide their way home, across the plate, if you will. But if you want to look back on tax season as the runaway

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In-Season Profit Maximizers And Google Places

Leave a Comment / blog / By adminnate

I’m still processing the 65-degree day yesterday, in mid-February, in KANSAS CITY, but the weather is cold again … and it smells like tax season! There’s a few things that I wanted you to make sure you thought about, heading into the weekend here — as it relates to your marketing, and maximizing your profits

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A Simple Matrix For Managing Your Tasks In The Rush Of Tax Season

Leave a Comment / blog / By adminnate

Sometimes clients will ask me or my staff how we get so much stuff done, and how we are able to serve hundreds of clients by hand (when so many other “gurus” or marketing service firms either spit you through some sort of automated system, or are terrible about getting back with you. PLUS, we’ve

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[Classic Hagerty] Monetizing Your Phone During Tax Season

Leave a Comment / blog, Crucial Blog Posts / By adminnate

I *just* got back from Palm Springs, meeting with one of my marketing mentors, and while I was there, one of the things I thought about was the importance of having CLEAR goals in mind for every client interaction which you or your office has. And I was reminded of this piece we posted a while

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What Tax Business Owners Should Focus On Right Now

Leave a Comment / blog / By adminnate

We had a rocking call earlier this week with our clients, with surprisingly strong attendance and participation for being in the thick of tax season. One of the primary points of discussion was: how do you maintain excellence and focus when the bullets are flying? If you weren’t able to hear it, allow me to

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Ensuring Your Marketing FAILS

Leave a Comment / blog / By adminnate

I hope you had a chance to take a look at last week’s blog post. When I ran it by my Operations Director, Troy Lakey (as I always do before I post the good stuff), he mentioned to me: These are the answers to some of the most common questions we get during tax season!

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