First off, an alert. I’ve been invited to speak at an upcoming event, put on by a great friend, and the longest-running “coach” to the tax industry, Chauncey Hutter, Jr. Here are the details: http://taxmarketing.com/grassroots/ I HIGHLY recommend you make space in your schedule to attend — it’s in one of America’s most beautiful cities
Embracing Your Competition As You Market A Tax Business Read More »
If you want to take your tax or accounting firm to the seven figure level (or beyond) you have to do the OPPOSITE of what you see your local competitors doing. Yes, I know that is a very bold statement. But, I’m here to tell you today, if you do what everyone else in your
Tax Marketing Success Through Opposite Behavior 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 »
By now, the dust has settled from busy season 2012. How are you feeling about yours? Now really is the time for you to take a step back, evaluate your successes (and failures), and take a clear-eyed look at how you and your firm will improve for next tax season, bring in additional revenue during
Tax Firm Marketing Tasks To Focus On Right After Tax Season 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 »
