


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...
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...
Using client retention to gain referrals and grow your tax & accounting firm
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...![[Whitepaper] Revving Up Referrals: How Small Tax Firms Can Boost Referrals](https://cloud.mostad.com/wp-content/uploads/2018/11/Screen-Shot-2018-11-08-at-9.03.48-AM-1080x675.png)