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...
Your Guide to Client Advisory Services

Your Guide to Client Advisory Services

ISMA Certification for Tax and Accounting Professionals (Watch or listen to the full version here.) The Problem: You hear all that time that you should be offering “Advisory Services” to your clients, but… Your formal training didn’t include advisory services  Your...