Tag Archives: tax client retention

The Little Choices Matter For Your Tax Business

"Little hinges swing big doors." It's one of Clem Stone's most famous aphorisms, and it's never been more true. The world has become even more dependent on the tiny choices we make since Mr. Stone was in his heyday in the 60's and 70's. It's the tiny decisions, the little tweaks, that you make NOW

Tax Professionals: Time To Diversify -- And Dive Deep In Your Tax Marketing

Were your results everything you wanted for this past tax season? Many of our clients did VERY well this past tax season, but I've heard from a few (non clients) that they definitely didn't hit their numbers. Nor did the industry overall, btw -- as you've probably heard by now, returns prepared by professionals were

Delayed Gratification & Growing Your Tax Business

"One person with a belief is equal to ninety-nine who have only interests." - John Stuart Mill The bullets are beginning to fly, and tax season is kicking into gear for many tax professionals about now. There sure is a lot of turmoil this year, and in the national industry press, a lot of confusion

Your firm's hidden goldmine

"People often say that motivation doesn't last. Well, neither does bathing -- that's why we recommend it daily." -- Zig Ziglar Got lots of feedback from last week's post (found here) about the suffocating mental garbage we're bombarded with on a daily basis. Negativity abounds--and we ALL need to get above it, as do your

Do you know how your clients *feel* right now?

"While we may not be able to control all that happens to us, we can control what happens inside us." - Benjamin Franklin You're probably still dealing with tax season "hangover" to a certain degree...and you may not be trolling for any new ideas right about now. Your bank balance is either fatter than it's