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...
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...
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...