5 weeks left in tax season. My question to you — are you harvesting all that you could be from your EXISTING clients? Here’s what I mean by that… 1) Retention. For those of you who have been keeping in front of your clients and prospects, this should be a strong point for you right
3 ways to grow from your existing client base Read More »
What I’m hearing from some tax pros I’m talking to is that this tax season has been a bit of a mess. Some are doing much better, some are about the same … and some have been affected by all the mess. Well, we’ve got some things cooking around here that I’m getting very excited
Word on the tax industry street — and how to keep ramping up Read More »
How do you set your rates for your services? There are more books than you’d ever want to read about this topic. I’m sure there’s good advice out there, but there’s also a ton of bad advice mixed in–especially the advice you hear for white collar service professionals (like you). The reason I call it
What Are You Worth (to Tax Clients)? Read More »
Do you ever feel a little bit cheesy promoting your business? Do you feel uncomfortable picking up the phone to ask for seminar speaking engagements, promoting yourself online and on social media or letting potential referral sources know more about what you do? Whether you like it or not, growing your tax or accounting business and reaching new clients depends on
Overcoming "Indecent" Exposure In Your Tax or CPA Marketing Read More »
Many people ask me about the growth of TaxProMarketer, and the various other businesses I’ve been a part of over the years, and if you’ll let me, I’m going to take a bit of a risk and peel back the curtain a little bit on how we have grown as quickly and successfully as we
Peeling Back The TaxProMarketer Curtain — And How To Market Your Tax Business Read More »
We spent all of this week in beautiful Baltimore (yes, really beautiful — unless you walk a few blocks from the Inner Harbor, then that’s a different story). We were there for the NATP Annual Conference, and I’ll tell you — it was a blast! Some competitors, of sorts, were there, and that was actually one
Marketing a Tax Business With Compelling Offers Read More »
Many of our clients and friends are out this week, but I wanted to drop you a note, here, to remind you of the power of remembrance. Today is my eldest daughter, Lily’s, “gotcha day” (that’s a term in the adoption community used for the day we “got her”, i.e. she came to us, to
"Gotcha Day", and Remembrance Read More »
Just got off the phone with a longtime client, Mike Ornelas, and he told me the most amazing story … Mike grandfather, Mario, came to the United States as an orphan, fleeing family turmoil. During the Great Depression, he found work as a Western Union telegram operator, but couldn’t advance because of his Mexican heritage.
Using Stories In Your Tax Marketing Read More »
There are two things I wanted you to know about today. This past week, my COO and I hosted a series of webinars, on “The Ultimate Online Marketing Blueprint for Tax & Accounting Professionals”. It was for small groups (under 100), and we received great feedback on them. So, we’re doing them again, and will
A Friendly Note For Tax & Accounting Professionals Read More »
I received a note a while back, from a client, asking me for my take on his yellow pages ad. I do get these kinds of notes often, and we recently created a way to accomodate it — here. I’m happy to do these occasional reviews of your material, and I can usually spot huge money-sucking
Simple SEO For Tax & Accounting Firms Read More »
