This Perfect Referral Marketing System will give you the exact structure you should be using to maximize your referrals. Following these Scripts will give you an easy process you can use with business and individual clients, regardless of how long you’ve been in...
Watch or Listen to this Post When you need to do tax planning for a client… Nobody wants to pay more in taxes than they have to. Besides not wanting to deal with the paperwork, potential tax savings is one of the top reasons why clients choose to work...
Watch or Listen to this Post When someone asks what you charge for a tax return… We’ve been there, we’ve heard it a million times. “I only have a W-2, how much is that going to be?” or “I have a pretty basic return, how much is it going to cost?” These calls,...
Watch or Listen to this Post The Easiest Way to Talk to Clients About Fees (even if they’re your friend) Why is it so awkward to talk to clients about fees? You work hard, you’re a professional, you deserve to get paid for your services right? When the moment comes to...
