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2023 Tax Busy Season Predictions

I was talking with a client the other day, and he told me that he and his office had one of the BEST tax busy seasons in memory — smooth systems, greater profit, good leads flowing like water, and more profitable than ever. But if you look at #TaxTwitter … the story is a little

The Necessity of Clear Communication In Difficult Times

Depending upon what kind of media you consume, if any, you may be aware that the world feels a little … off-kilter (to put it mildly). And this is the time when direct, sympathetic communication matters … more on that in a minute. I won’t offer you the litany of suck. All you need to

marketing gimmicks

Enough with the Marketing Gimmicks

Recently, a CPA asked me about whether or not he should invest in a program he saw advertised on Facebook, by which he could purchase “funnels” for his practice (a very popular marketing gimmick). I’ve been in the marketing world for 20 years, and I’ve seen this movie before. I’m old enough to remember domain-keyword-matching

Stepping Into the Breach with Email Marketing

Today I want to talk about the power of email marketing right now and the opportunity you have to wield it. I don’t know about you, but I’m still gobsmacked by the news that the IRS “disposed” of 30 million information returns. Here we were, excited about FINALLY a “normal” cycle over the next twelve

small business management

Post Tax Season Small Business Management Tips

You caught your breath yet? What a doozy of a tax season. I wrote about it on my personal Facebook account and on my LinkedIn — and (especially with my personal FB friends) I was surprised by how few people KNEW how insane this past season was. Here at TaxProMarketer / AdvisorProMarketer, we’ve been keeping

leadership

The Necessity of Embracing Leadership in Your Practice

It’s getting hairy out there, isn’t it? The war in Ukraine horrifyingly continues. (Our Director of Operations, Eugenia Brock, grew up in Moscow AND in parts of Ukraine — as well as Florida, so this hits pretty close to home here too.) Inflation is spiraling upward. The footprint of the IRS and the federal government’s

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