Tag Archives: referral system

A Resource For The Final 25 Days

At this point, chances are that you've completed a decent number of returns for your clients, and you've got a bunch more in the queue. Are you thanking them? This is an often-overlooked strategy for "sticking" your clients, and there's usually a great reason for it--you're slammed! But if you miss this base, you're missing

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

What To Do Right Now Before Tax Season

My wife and I piled the kids into the Suburban and made the cross-country trek back to Charlottesville, Virginia (where we lived for 10+ years) for a wedding. We've already had a fantastic trip (yes, four kids in the car did GREAT), but it's true: you can never really "go back". The kid at the

Tending Your Herd

November is right around the corner ... and how are your relationships with clients just about now? Do they eagerly anticipate hearing from you -- on MORE than their particular tax or books questions? Now is the time to do something about building momentum within your list before tax season, because if you wait until


So, we received this note from a client last Friday, and we asked for permission to re-print it in full. It speaks to a couple things I want to emphasize to you today...[emphasis added] I do not remember if I conveyed this to you or not. When I sent out my tax organizers, on the

Making Your Appointments Pay More

I'm writing from sunny Hilton Head Island, my family and I taking a much-deserved rest from all of our world traveling ... to travel some more! (editor -- probably should work on the logic there!) And for my daughters, who have never seen the ocean, it's been an incredible week of "firsts". I wish we

I Just Met My Daughters

Last week, I wrote about how we were going to Uganda to pick up our daughters ... well, I write you from Kampala now -- and today, we brought the second of our daughters, Hope (age 5), into our care here ... for good. Two nights ago, we met Lily (age 8 ) for the

When Your Daughters Are on the Other Side of the Ocean...

If you've been a long-time reader of these emails, you know about how we've formed our family thus far. [And a side note -- do YOUR clients and prospects know your personal stories? It's one of the foundational principles for what we do ... to help you create the kind of true bond with your

Tax Firm Website Tips

About 18 months ago, I was invited to speak to a small group of high-level estate planning lawyers about web marketing and prospect follow up -- and how critical it is for those in their profession -- AND for tax and accounting professionals. (Truly, because consider: Besides TurboTax, do your clients EVER pull the trigger