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...
How Marketing Automation is Helping Tax Firms
Feeling overwhelmed about spending time writing articles, emails, newsletters, and social media posts to engage clients and prospects? Unsure what time of day or what day of the week your clients are most likely to interact with your content? You’re not the only one....
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...
Put Nextdoor to Work for Your Tax & Accounting Firm
Is your tax and accounting firm active on Nextdoor? It’s a private social media platform for local neighborhoods—and one of the best ways to connect with new clients and prospects. Let’s take a few minutes today to review how Nextdoor works, and why it’s such a...