An Advertising Game Changer for Tax and Accounting Firms
Word-of-mouth advertising has probably been the go-to business development tool for you and many other tax and accounting firms. While relying on satisfied clients referring other clients will always be one of the most vital means for generating new business for your...
Your Checklist to Prep Clients for Tax Season
You’ve done all the prep work for tax season: your firm’s site is up to date, you’ve got a clear payment system in place, and you just pushed a new email campaign to pull some last-second leads through the door. But have you given everything your clients need to be...
3 Simple Technologies to Grow Your Tax Firm in 2020
Today’s marketing tools are more advanced than ever. And while these solutions bring great opportunities for your tax firm, most carry a steep learning curve as well. Thankfully, there are plenty of simple marketing technologies your firm can use to attract and retain...
Tax Season 101: Managing Client Overload
Tax season is overwhelming for even the most seasoned tax and accounting professionals. Thankfully, there are a few simple strategies your firm can use to help manage your time and avoid client overload during this stressful time. Today, let’s explore how these...