Basic Client Retention Questions Every Tax Firm Needs to Answer
Your firm’s ability to retain clients is one of the most important components to sustain growth and profitability. Here are the three retention questions every accounting firm should be able to answer: What percentage of your clients return each year? The first step...
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...