Referral Marketing

How to Drive Last-Minute Leads for Tax Season

by Laura | Mar 3, 2020 | Marketing, Referral Marketing, Social Media, Word of Mouth

Many CPAs, accountants and tax professionals make a final push for clients as we dive into the peak of tax season. After all, this marks a unique time of year where business and individual clients are actively searching for your services. So if you’re looking to take...

What are the Right LinkedIn Profiles for Tax Professionals?

by Laura | Jul 1, 2019 | Content Marketing, Referral Marketing

LinkedIn is a great way to stay connected with colleagues and prospects – but is it better to have a business profile, personal profile or both? Can I build more connections with just one account? What if I’m a solo practitioner? We’ll walk you through the differences...

How to Effectively Ask for Referrals to Grow your Tax Firm

by Laura | May 17, 2019 | Referral Marketing

The power of referrals: simple ways to grow your firm through existing clients You work hard and put in long hours in order to provide quality, year-round work for your clients. And one way to take advantage of your hard work is by growing your business with referrals...

Using client retention to gain referrals and grow your tax & accounting firm

by Laura | Feb 5, 2019 | Client Retention, Referral Marketing

It’s a smart idea to evaluate your client base and make sure you know how to retain clients with great content. What worked well last season? What feedback did you get from your clients? How likely do you think clients are to refer your firm to someone else? Asking...

How to Drive Last-Minute Leads for Tax Season

What are the Right LinkedIn Profiles for Tax Professionals?

How to Effectively Ask for Referrals to Grow your Tax Firm

Using client retention to gain referrals and grow your tax & accounting firm

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