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...
Every Impression Matters: 4 Steps to Set Your Firm Apart from the Competition
With competition abounding for accounting services, firms need to hone every advantage available to them. One of the ways you can set your firm apart from the pack is to create an awesome client experience starting with the first interaction and continuing through the...
What are the Right LinkedIn Profiles for Tax Professionals?
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...
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...