Tending Your Herd

November is right around the corner … and how are your relationships with clients just about now? Do they eagerly anticipate hearing from you — on MORE than their particular tax or books questions? Now is the time to do something about building momentum within your list before tax season, because if you wait until …

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So, we received this note from a client last Friday, and we asked for permission to re-print it in full. It speaks to a couple things I want to emphasize to you today…[emphasis added] I do not remember if I conveyed this to you or not. When I sent out my tax organizers, on the …

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Email Marketing for Tax & Accounting Professionals

There’s a reason why most tax & accounting professionals think email marketing doesn’t work: They don’t do it right. Shoot, I don’t blame them! After all, those tax tips which come with your commoditized website are handy, and may as well send out that monthly newsletter, right? After all, it’s “free” — part of the …

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