We’re getting ready for the IRS to begin to accept electronically-filed tax returns… do you have enough in the hopper? I suppose what I’m *really* asking is this: Do you have enough new clients coming through your doors … or would you want some more? Yes, a simple question — and you probably are saying to yourself, […]
Is this bad news for tax professionals? Read More »
First off Happy New Year! And let’s get the obligatories out of the way: Set some great goals. Do what it takes to meet them. Rinse, Repeat. Ok. We’re all set there now, I trust. (Just thought I’d join the somewhat-boring chorus on that one.) But here’s what is NOT boring: a killer Craigslist posting
A REALLY smart seasonal help ad for your tax office Read More »
When a goal matters enough to a person, that person will find a way to accomplish what at first seemed impossible. – Nido Qubein 11 days left. And still time to bring in more tax business. I’m keeping this short to get to the good stuff. If you’re looking for an additional surge–try this. When
Final steps to bring in more biz in tax season Read More »
When planning for a year, plant corn. When planning for a decade, plant trees. When planning for life, train and educate people. – Chinese Proverb It’s clear that we in the tax industry are nearing the finish line of tax season…and any shot in the arm we can get can make the difference between status
Finishing Strong & Securing Price Immunity Read More »
“The greatest mistake you can make in life is to continually fear you will make one.” – Elbert Hubbard Perhaps my favorite part of my day is putting the kids to bed. Not just because it means a couple hours of peace! I simply love the little conversations I get to have with them before
Conversation with my daughter Read More »
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
Procrastinators Welcome Read More »
A leader is best when people barely know he exists, when his work is done, his aim fulfilled, they will say: we did it ourselves. – Lao Tzu We’re getting close to the end of “peak” for many tax businesses–when I ran the marketing for our tax firm, we had taken in about 65% of
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