Tag Archives: relationship marketing

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

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

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

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

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

On Building A Real Herd

It's one thing to have a client list. It's a whole 'nother thing to have a responsive and loyal list. That's what we call around here a "herd". So, how do you build that kind of loyalty? A bunch of ideas for you today... 1. Personality One of the first things you need to understand


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