Tag Archives: stimulating current clients

Finishing Strong & Securing Price Immunity

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

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

Tax Season Marketing Right Now

Far and away the best prize that life has to offer is the chance to work hard at work worth doing. - Theodore Roosevelt It's a crazy week for you right now, I know. Personally, it's pretty crazy at the Hagerty homestead, as well--my son just came out of surgery. It was a "routine" matter

Menu Title