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How to Drive Last-Minute Leads for Tax Season

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

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...
[Whitepaper] Revving Up Referrals: How Small Tax Firms Can Boost Referrals

[Whitepaper] Revving Up Referrals: How Small Tax Firms Can Boost Referrals

by Laura | Nov 8, 2018 | Marketing

In the world of small tax and accounting firms, the business that comes from word-of-mouth referrals is often the bread and butter that keeps firms in the black. Use this free whitepaper to learn innovative techniques for increasing the number of referrals you receive...
Ready for tax season? Simple checkups can save you time so you get more clients in the door – part 1 of 3

Ready for tax season? Simple checkups can save you time so you get more clients in the door – part 1 of 3

by Laura | Nov 2, 2018 | Marketing

Enhancing your online presence so you get the right clients during the 2018 tax season: part 1 of 3 Tax season is approaching, and for business owners, that means it’s time to get clients in the door and grow business. Before things kick into high gear, it’s important...
3 Simple Ways To Increase Client Retention During The Tax Offseason

3 Simple Ways To Increase Client Retention During The Tax Offseason

by Laura | Sep 24, 2018 | Marketing, Uncategorized

For many businesses, it’s simple to increase client retention throughout the year. But for tax and accounting firms it might seem a bit more complicated, especially during the offseason. Offseason for individual taxes is typically between May and December, while...

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