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In our industry, I see this same scenario over and over again, and it’s the very reason I want to discuss workflow for accountants today. Picture it: A client comes through your doors. They speak to an intake person and start their engagement after getting the consultation. They are VERY excited about the possibilities ahead […]

Today, I’m steering a little out of the marketing waters and into the business coaching seas. And I think it’s something you’ll agree with.  Now, when TPM made the Inc 5000, I wrote a little bit about the reason behind that success. If you are the lead visionary in your practice who is constantly excited

There are stages to a business, and very soon you realize that once you’ve hit six figures in revenue, you can stay in that desert for a LONG time… unless you build with a team. But hiring great people for tax and accounting practices is a monstrous pain in the you-know-what. Some market areas are

With the word recession hanging in the air, it seems only natural to talk about PRICING with you. Specifically, yours. Regardless of the inflationary realities you and your clients are facing, how you price your services is one of the best things that you can be looking at right now. Don’t get us wrong –

While the culture war rages on (and yes, it’s pretty hot today) … there is an entirely different kind of storm on the horizon. And tax professionals are perfectly primed for it … maybe. I wanted to share with you the good things we’re seeing RIGHT NOW in the advertising data … plus we’ve got

It is with decidedly mixed emotions that I tell you that TaxProMarketer is on the Inc. 5000 list this year. After 15 years in business, it’s a fairly unusual thing to receive this honor for the first time. Most of the companies (but not all) on this list are younger than we are. I’ll explain

I have some thoughts on why live, in-person events are terrible… and they aren’t because of a lack of tax knowledge. Maybe the reason why the IRS Forums stayed virtual this year is that they heard from their constituents how unproductive, boring, and useless they can be Hot take: Going to live, in-person events to get content (or

I was talking with a client the other day, and he told me that he and his office had one of the BEST tax busy seasons in memory — smooth systems, greater profit, good leads flowing like water, and more profitable than ever. But if you look at #TaxTwitter … the story is a little

Depending upon what kind of media you consume, if any, you may be aware that the world feels a little … off-kilter (to put it mildly). And this is the time when direct, sympathetic communication matters … more on that in a minute. I won’t offer you the litany of suck. All you need to

Today I want to talk about the power of email marketing right now and the opportunity you have to wield it. I don’t know about you, but I’m still gobsmacked by the news that the IRS “disposed” of 30 million information returns. Here we were, excited about FINALLY a “normal” cycle over the next twelve