Tag Archives: tax marketing strategies

The Hype Merchants Are Everywhere

For tax and accounting professionals, this is the slow, potentially-lazy time. You might be reading this on your phone someplace warm, someplace vacation. Or, you're enjoying the slower pace around the office -- knowing that it won't last. Maybe you're browsing around looking for solutions ... and, well -- it really is difficult to make [...]

The Little Choices Matter For Your Tax Business

"Little hinges swing big doors." It's one of Clem Stone's most famous aphorisms, and it's never been more true. The world has become even more dependent on the tiny choices we make since Mr. Stone was in his heyday in the 60's and 70's. It's the tiny decisions, the little tweaks, that you make NOW [...]

Digging deeper to get more new tax or accounting clients

Got a lot of great feedback from last week's word on harvesting the gold from your tax client list, so I wanted to return to the subject briefly today. Hopefully, you've taken the time to take a close look at the REAL demographic data within your client list. Unlike many businesses, you have a wealth of [...]

Grow A Tax Business By Moving on From Tax Season Well

It was a wild and wooly tax season for us here at TaxProMarketer, and I know it probably was for you, as well. We're only now beginning to catch OUR breath, and I can only imagine that you feel the same.  How are you feeling about yours? Now really is the time for you to [...]

Common Marketing Missed Bases When Tax Season is Rolling

So, now that we're into tax season, let's talk maximixation. Depending on your client demographic target, your model, and your marketing, you may already have clients calling and streaming through your doors. Don't be surprised with a little bit of delay this season, though. Word on the street is that while some are very busy, [...]

Tax Professionals: Time To Diversify -- And Dive Deep In Your Tax Marketing

Were your results everything you wanted for this past tax season? Many of our clients did VERY well this past tax season, but I've heard from a few (non clients) that they definitely didn't hit their numbers. Nor did the industry overall, btw -- as you've probably heard by now, returns prepared by professionals were [...]

Is this bad news for tax professionals?

We're getting ready for the IRS to begin to accept electronically-filed tax returns... do you have enough in the hopper? I suppose what I'm *really* asking is this: Do you have enough new clients coming through your doors ... or would you want some more? Yes, a simple question -- and you probably are saying to yourself, [...]

Immunity from politics -- and client departures

With all of the chaos brewing on the national political scene, it's tempting for us in the tax industry to sort of keep our heads down and concentrate ONLY on what we "know" how to do. And that may not be a bad strategy, given how much flux we're seeing in the Congressional scene. But [...]

How To Measure The Effectiveness of Your Tax Season Marketing

Last week we talked about thanking your clients, and mining for "gold" within your existing client list. Well, I want you to step back, and give you the framework which I used when we evaluated the results from each season. And, for clients who were on our coaching call this week, here's a framework you [...]

How Can I Tell You This Story?

I'm wracking my brain for how I can concisely tell you the story of my time here in Africa, and how to tie it up in an actionable strategy for how you can grow your firm. But, if you'll pardon the cliche, words are failing this ol' copywriting expert, for once! I've actually kept my [...]

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