For advisory professionals, this is the slow, potentially-lazy time. You might be reading this on your phone someplace warm, someplace vacation. Or, you’re enjoying the slower pace around the office — knowing that it won’t last. Maybe you’re browsing around looking for solutions … and, well — it really is difficult to make decisions about …
I get asked regularly what is the “best” marketing tool to bring in new clients. Well the answer might surprise you — because you already have it. It’s your client list. Yes, you heard me right. And the sad reality is that most tax & accounting professionals — with reams of client data sitting under their …
Finding More Good Clients For Your Tax or Accounting Firm Read More »
So, now that we’re into tax season, let’s talk maximixation. Depending on your client demographic target, your model, and your marketing, you may already have clients calling and streaming through your doors. Don’t be surprised with a little bit of delay this season, though. Word on the street is that while some are very busy, …
Common Marketing Missed Bases When Tax Season is Rolling Read More »
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 …
Tax Professionals: Time To Diversify — And Dive Deep In Your Tax Marketing Read More »
You’re in the middle of the crush right now, I know — but I wanted to make SURE that you utilized these two direct mail campaigns, because no matter what kind of tax firm you operate (i.e. whatever profile your target client falls under), you really should be implementing two specific direct mail campaigns in the next couple …
Two Powerful Direct Mail Campaigns For Tax Professionals (That Competitors Won't Do) Read More »
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, …
This is the best week to start direct mail in your tax business Read More »
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 …
Tax Firm Marketing Tasks To Focus On Right After Tax Season Read More »
I hope you’ve been taking my advice and that you’ve been going after Procrastinators the past two weeks. Look — you still have four days, and it’s not too late! (You may not believe me on that, but we once had an ad hit on the 13th — when the deadline was the 15th — …
I'm Writing a Big Check to the IRS — Don't Forget Read More »
Unlike a significant percentage of your clients, you may not have a procrastinating bone in your body. I’ve worked with hundreds of tax professionals during my years in this industry, and while *some* of them fly through tax season in a disorganized, caffeine-induced haze, MOST have their ducks in a pretty good row, when it …
Stories Like This Popping Up Everywhere — Where's Yours? Read More »
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 …
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