What You Should Be Doing In Your Tax Firm Now

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By now, the dust has settled from busy season. How are you feeling about yours? (Would love a quick note, on how you’re doing, and feeling!)
getting notes from clients, thanking us for the work we did on their
behalf — and nothing makes me happier than to know that we’ve served
you well.

And, as I mentioned the other day, now 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 the “offseason”, and, of course, seal in your new clients so that they stick for life.
But allow me to make a (firm) suggestion for you, as you consider where to invest your time and resources these next few weeks:
1) Thank your clients. Even through something as simple as a (warm & personal) email, you’d be amazed at what it can do for retention and referrals.
2) Look at your client information files from tax season and go on a “treasure hunt”. Your client tax returns are now a rich vein of information for you. Get a clear picture of your average demographics. Evaluate what services you should be providing, based on need (or desire!).
Do you have a lot of clients nearing retirement? Then consider adding some sort of tax-planning package for soon-to-be retirees. Clients with kids nearing college? Investigate offering college financial planning services. Business owner clients? Make sure they are set up with a succession plan. Etc. Etc. The point is that you have a HUGE advantage over other service businesses, in that you have so much real info at your fingertips.
For OUR clients, we’ll be discussing these issues (and taking your questions) on our coaching call for next month. I’ll send you those call-in details next week.
In the meantime, enjoy your well-deserved break!

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