How to Drive Last-Minute Leads for Tax Season
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...
Preparing for Tax Season in 3 Simple Steps
Is your tax and accounting firm ready for the busy season? For most of us, it’s easy to get so swept up in billable time and clients that we overlook other important tasks—like ensuring it’s easy for clients to leave online reviews or submit payments after...
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...
4 Fast Ways to Optimize Your Marketing for Tax Season
With tax season just around the corner, many firms are stepping up their marketing to spread awareness and re-engage clients. But with so many marketing tools and tactics available today, it can be tough to decide which will work best for your firm. So today, let’s...
How to Handle Negative Reviews
With all the rating services on sites like Amazon and Yelp, it’s not a question of whether your tax firm will receive a negative review, only when. Every tax and accounting firm must know how to handle these negative reviews. Here are some hints: The best...
Online Reviews for Tax & Accounting Firms: What’s the Deal with Yelp?
Yelp reviews and your tax and accounting firm It’s not uncommon to look to online reviews for validation prior to purchasing an item or services. But are all reviews created equal when it comes to tax and accounting firms? Yelp is one of the more frequently used...