Tag Archives: business strategy for tax preparers

Digging deeper to get more new tax or accounting clients

Got a lot of great feedback from last week's word on harvesting the gold from your tax client list, so I wanted to return to the subject briefly today. Hopefully, you've taken the time to take a close look at the REAL demographic data within your client list. Unlike many businesses, you have a wealth of

Common Marketing Missed Bases When Tax Season is Rolling

So, now that we're into tax season, let's talk maximixation. Depending on your client demographic target, your model, and your marketing, you may already have clients calling and streaming through your doors. Don't be surprised with a little bit of delay this season, though. Word on the street is that while some are very busy,

Tax Professionals: Time To Diversify -- And Dive Deep In Your Tax Marketing

Were your results everything you wanted for this past tax season? Many of our clients did VERY well this past tax season, but I've heard from a few (non clients) that they definitely didn't hit their numbers. Nor did the industry overall, btw -- as you've probably heard by now, returns prepared by professionals were

I'm Writing a Big Check to the IRS -- Don't Forget

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 --

Stories Like This Popping Up Everywhere -- Where's Yours?

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

Owner-Level Tasks For The Final Month

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

A Needed Reminder

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

In-Season Profit Maximizers And Google Places

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

A Simple Matrix For Managing Your Tasks In The Rush Of Tax Season

Sometimes clients will ask me or my staff how we get so much stuff done, and how we are able to serve hundreds of clients by hand (when so many other "gurus" or marketing service firms either spit you through some sort of automated system, or are terrible about getting back with you. PLUS, we've

[Classic Hagerty] Monetizing Your Phone During Tax Season

I *just* got back from Palm Springs, meeting with one of my marketing mentors, and while I was there, one of the things I thought about was the importance of having CLEAR goals in mind for every client interaction which you or your office has. And I was reminded of this piece we posted a while

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