Tag Archives: tax marketing

This is the best week to start direct mail in your tax business

Have you laid out your marketing calendar yet? If the answer is YES, then bravo. If not, here's a quick tip: Set up some direct mail THIS week to a targeted radius around your office. And by "set up", I mean that you should understand that there is always a lag time with printers, designers, mailing services,

Three crucial tax marketing steps for 2014

So, with the delay in e-filing, I SURE do hope that you are using this "calm before the storm" time productively, and that you are planning now to bring in new clients to your tax practice. Today, I'm going to give you a little blueprint for how that is done. But before I go there, let

A REALLY smart seasonal help ad for your tax office

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

Three Tax Marketing Resources

A quick story, and some resources for you today, as you prepare for tax season ... (I'm violating some "rules" today by giving you a few different things to use in your practice, but I also know that you may have different needs that Joe Smith, CPA in the next town over, so use today

NEW: Affordable, Targeted Direct Mail For Tax Professionals

Yesterday, we demonstrated a (free to use) tool which might just be the silver bullet you've been looking for to grow your tax business. I don't throw those words around lightly, but as I mentioned on yesterday's webinar: If this had been around when I was running the marketing for our tax business, we would have

Immunity from politics -- and client departures

With all of the chaos brewing on the national political scene, it's tempting for us in the tax industry to sort of keep our heads down and concentrate ONLY on what we "know" how to do. And that may not be a bad strategy, given how much flux we're seeing in the Congressional scene. But

My presentation to a large tax professional group

The extension deadline is past, the government shutdown is over -- and the ramp-up to tax season is about to begin in earnest. Goodness knows what devilry the only-just-delayed Congressional brinksmanship will bring to us before the NEXT deadline comes in January, but regardless, clients are getting ready to stream through your doors, both in January,

Tax Marketing Success Through Opposite Behavior

If you want to take your tax or accounting firm to the seven figure level (or beyond) you have to do the OPPOSITE of what you see your local competitors doing. Yes, I know that is a very bold statement. But, I'm here to tell you today, if you do what everyone else in your

How To Measure The Effectiveness of Your Tax Season Marketing

Last week we talked about thanking your clients, and mining for "gold" within your existing client list. Well, I want you to step back, and give you the framework which I used when we evaluated the results from each season. And, for clients who were on our coaching call this week, here's a framework you

Tax Firm Marketing Tasks To Focus On Right After Tax Season

By now, the dust has settled from busy season 2012. How are you feeling about yours? Now really is the time for you to take a step back, evaluate your successes (and failures), and take a clear-eyed look at how you and your firm will improve for next tax season, bring in additional revenue during