Why Most Small Firm Marketing Doesn’t Work

Why Most Small Firm Marketing Doesn’t Work

(Watch or listen to the full version here.) A lot goes into running a tax and accounting business. When dealing with payroll and client billing, funneling more money into marketing may not be at the top of your to-do list. While you know that it’s key to maintaining...
Marketing 101 for Tax Pros

Marketing 101 for Tax Pros

(Watch or listen to the full version here.) So, you’re ready to start your own firm. There are many reasons that professionals just like yourself choose to take this step. Maybe you’ve been in the industry for a while but your boss is retiring, or maybe you just got...
How to Optimize Your Tax Season Appointments

How to Optimize Your Tax Season Appointments

Click here to watch or listen to this post! Tax appointments have changed logistically with the need to hold “virtual” meetings in many cases instead of the traditional in-person get-together.  The critical question to ask is, “Have I optimized my actual...
3 Reasons Your Clients Need You

3 Reasons Your Clients Need You

Tax season is always a wild ride, but 2020 has been a bit over the top. Deadlines have been extended and clients have been calling trying to understand everything from PPP loans to tax implications for their business. Your firm has probably seen an increase in the...