Though the last three tax seasons have brought tax pros like you to your knees pleading for relief, to make it through, you’ve got to remember it’s not about you. This is about your customers.
And to serve them well in future tax seasons (and beyond), you need to find passion for what you do, something Roger Knecht of the Buiding the Premiere Accounting Firm podcast says is an imperative for moving forward in this industry. As president of the Universal Accounting Center (a multimillion accountant advising firm ranked in Inc’s top 500 list for growth rate) with 20 years in the industry, he knows a thing or two about burnout and getting past it. Listen in as he shares with TaxProMarketer CEO Nate Hagerty about adding advising in tax practices, creating workplace boundaries, gaining proficiency, broadening services, and more.
Because if you find your passion, you’ll help your clients legally avoid tax liabilities they are (or could be) facing, and you’ll find ways to offer them value beyond simply filing their taxes in regular tax seasons.
Looking for support and some practical coaching? Head on over to www.universalaccounting.com for free resources or take in some episodes of the Building the Premier Accounting Firm podcast.
Connect with Nate Hagerty
Highlights
• Move past just tax preparation – dive into tax planning, tax resolution, cost segregation, or R&D tax credit services
• Be proficient at what you do beyond the minimum – do programs, find experiences… whatever it takes to look a business owner in the eye and offer them value
• Remember, keep growing and allow your journey to happen in natural stages so you can find where to settle along the way.
This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.
Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).
TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.