A quick story, and some resources for you today, as you prepare for tax season … (I’m violating some “rules” today by giving you a few different things to use in your practice, but I also know that you may have different needs that Joe Smith, CPA in the next town over, so use today […]
Three Tax Marketing Resources Read More »
Yesterday, we demonstrated a (free to use) tool which might just be the silver bullet you’ve been looking for to grow your tax business. I don’t throw those words around lightly, but as I mentioned on yesterday’s webinar: If this had been around when I was running the marketing for our tax business, we would have
NEW: Affordable, Targeted Direct Mail For Tax Professionals Read More »
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 To Measure The Effectiveness of Your Tax Season Marketing Read More »
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 —
I'm Writing a Big Check to the IRS — Don't Forget Read More »
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
Stories Like This Popping Up Everywhere — Where's Yours? Read More »
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
A Resource For The Final 25 Days Read More »
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
Owner-Level Tasks For The Final Month Read More »
You’re vastly more important — and powerful — than you think you are. I was pointed to a great film recently, by my friend Perry Marshall, called the Miracle of Pittron. It’s about a Piitsburgh metal foundry plant manager named Wayne Alderson, who said: “People who own and manage companies have huge potential to influence the
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
In-Season Profit Maximizers And Google Places Read More »
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
A Simple Matrix For Managing Your Tasks In The Rush Of Tax Season Read More »
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