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Email Marketing for Tax & Accounting Professionals

There’s a reason why most tax & accounting professionals think email marketing doesn’t work: They don’t do it right. Shoot, I don’t blame them! After all, those tax tips which come with your commoditized website are handy, and may as well send out that monthly newsletter, right? After all, it’s “free” — part of the […]

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Congrats

It’s a funny thing to go to bed, and then wake up to find out that you’re now a best-selling author. That’s what happened to a bunch of my clients, who participated in a book launch (about taxes) with my pal Nick Nanton and me. I was at a conference with him yesterday, and he

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Tax Accountant Advertising That Works

Advertising that isn’t tied to selling effort is like a fishingpole without a line. -G.D. Crain, Jr. It’s a funny thing, to get “recognition”. Thinking about this yesterday, when the CPA Technology Advisor and the National Society of Accountants included me in their annual “Top 40 under 40” issue this year. (Here’s the issue: http://www.nxtbook.com/nxtbooks/cygnus/csn_top40under40/#/38

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Procrastinators Welcome

I’m in beautiful Scottsdale, mixing with about 1,000 serious entrepreneurs and small business owners at the annual InfusionSoft conference. The subject? Putting your marketing on “auto-pilot”. Most tax and accounting professionals haven’t taken the time (or don’t know how) to add marketing systems into their business. Sure, they’ll systemize the return-preparationprocess, or the write-up process…but

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