Tag Archives: cpa marketing

[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

What Tax Business Owners Should Focus On Right Now

We had a rocking call earlier this week with our clients, with surprisingly strong attendance and participation for being in the thick of tax season. One of the primary points of discussion was: how do you maintain excellence and focus when the bullets are flying? If you weren't able to hear it, allow me to

Ensuring Your Marketing FAILS

I hope you had a chance to take a look at last week's blog post. When I ran it by my Operations Director, Troy Lakey (as I always do before I post the good stuff), he mentioned to me: These are the answers to some of the most common questions we get during tax season!

Time For You To Make Some Offers Pt. 2

Every year, while directing the marketing for a multi-million dollar tax firm, I broke down our marketing plan in 3 key areas: 1) Existing Client Retention As you no doubt have realized, you CANNOT "assume" that your existing clients will come back to you this tax season. That's especially true if you don't have any

Time For You To Make Some Offers Pt. 1

I usually touch base with you on Fridays, but I'm flying to NYC tomorrow morning for a long weekend with my wife. First time away from the (now four!) kids for any extended period of time. We're going for the launch party for my great friend's book, A Walk Across The Sun, which is going

Holiday Hours, And A Meditation

First, some quick business for clients, and those who might be contacting our office in the next few days... Our offices are closed today and Monday, which  means that those of you who use our email marketing service will not see your emails posted until Tuesday (I don't write them ahead of time, preferring to

The First Time She Is Celebrated...

As I mentioned in the title, my daughter, Lily, turns 8 today. We adopted her this summer from Uganda, and she was found at a very young age at a refugee camp on the border of Sudan. Until this summer, she had spent her entire life in a large orphanage in a small town in

Sometimes You Gotta Cut The Fat

I was out in LA last week, meeting with a business mentor, and he reminded me of something that I've lost sight of, at times -- and it occured to me that the timing for YOU, couldn't be better for a similar reminder as we gear up for tax season. You see, the Pareto principle

Six Marketing Musts For Tax Season

I have a short admonition for you today. Prepare your marketing for tax season now. It's very tempting to take this time between the just-completed extension season and the beginning of January to rest and let what comes of tax season be of the harvest which you may have reaped from last year, and over the

How You Answer This Question Determines Your Overall Marketing Strategy

I hope that you're thinking hard this month about your marketing strategy for tax season. That you're taking my advice from last week to heart, and mining for gold within your existing client list. But what about new clients? Let me begin by asking you this question... What is getting a new client worth to