This is a special moment for TaxProMarketer. So I hope you’ll pardon me for a few paragraphs of “behind the scenes” doings here. No, I didn’t sell the company (even though we’ve had many suitors). No, I’m not retiring — and no, I’m not really going anywhere. I’m keeping my office in our building, sitting …
No, this is not another email from a procrastinator asking you to work a miracle right at the end of tax season. “I know the tax deadline passed, but can’t you backdate my return and submit it today if I bring my docs in before five o’clock? My weed business blew up last year but …
If you read my email last week, you know I’m not losing sleep over the latest AI developments and how they’ll affect our industry. That’s my industry AND yours, btw … note the prediction of vocations most affected by the latest AI tech: Tax Preparers: 100% Accountants and Auditors: 100% Public Relations Specialists: 67.2% Writers …
Embracing the AI Paradigm Shift in Your Tax Business Read More »
Just in case you’ve been living under a rock this year and aren’t seeing the sweeping effects of AI in business right now… Some cool things are coming. I’m not just talking about air conditioning season or “post-April 18th” season — both will be very welcomed. I’m talking about massively disruptive and innovative changes to …
So, you want to get new clients. Take a moment to visualize your ideal person. How do they spend their time? Money? What do they care about? What social platforms are they on? Are they single, married, homeowners, students? Each one of these factors heavily swings the pendulum of your approach. Because the secret to …
Leveraging SEO and Local Listings to Find New Clients Read More »
Now that we’re at the end of February (inching ever closer to that tax deadline), it’s worth taking a moment (before we talk about marketing strategies) to assess: How’s your 2023 going? You’ll probably agree that what we all thought would be a pretty “easy” tax season (in relative terms to the nightmarish last three …
This is your reminder that whatever is happening in your practice right now … well, it won’t be this way forever. Take that to the bank… (and start thinking about improving your business strategy). That goes for if clients are STREAMING through your doors, or if it’s crickets out there. But if clients are streaming …
Top 2 Business Strategy Tips for Accountants Right Now Read More »
Before we head into the weekend, and tax filing beginning next week, I think it’s worthwhile to take a bigger picture look at where we are (and this matters for setting business goals this year – more on that in a minute). Things in the broader economy are looking dicey. Our industry — while insulated …
With the new year beginning, and tax season barreling its merry way in our direction, there are MANY things to think about. Existing client care. New client onboarding SOPs. Tax code changes (i.e. combatting misinformation). Software disruption. Staff training and hiring. ARGH!!! Oh yeah … and making sure your new client pipeline is full. Tack …
How to Get Clients (and Hold onto Them) – Simplified Read More »
In our industry, I see this same scenario over and over again, and it’s the very reason I want to discuss workflow for accountants today. Picture it: A client comes through your doors. They speak to an intake person and start their engagement after getting the consultation. They are VERY excited about the possibilities ahead …
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