How To Help Your Clients Get Organized At Tax Time

Get Organzied

Earlier this month we gave you a glimpse into the typical day of an accountant and last week, we taught you about some great time-saving hacks and technologies that you could share with the CPAs in your network. This week we’re going to give you some tips on how to add value to your relationships with clients by assisting them in coordinating their tax documents for their CPAs and get organized. By helping your client get organized for tax season, you’ll also be helping your client’s CPA. … [Read more...]

The Surprising Link Between Workplace Efficiency & Your Budget

Budget Effeciency

As a tax business owner, you know the importance of constantly looking for ways to reduce costs.  Over the next four weeks, we’re going to help you by sharing four of our favorite cost-reduction strategies. We’ll start by taking a deep dive today into the benefits of increasing workplace efficiency. Workplace efficiency has a sort of domino effect to it: Every time you practice efficiency in the workplace, you decrease the amount of time (and money) you need to spend in order to get things … [Read more...]

How To Work Within A CPAs Schedule

CPA Schedule

As a financial advisor, it’s always good to expand your connections and try to create relationships with new CPAs. In order to do that, it’s important to keep in mind just how hectic tax season gets for CPAs. This will allow you to respect their time and give you the ability to know how to best connect with them and work within their schedule. Let’s take a glimpse into a typical day in the life of a CPA. The average accountant works 60 hours per week during tax season. Most CPAs start each … [Read more...]

How To Turn Email Subscribers Into Paying Clients

Two weeks ago, we shared a blog called How To Create A Website That Converts. The million dollar question is, if a conversion for you is getting people to sign up for your email list, what do you do once you acquire all of those email addresses? Today we’re going to share some tips that will help you stay softly in front of your prospects without a lot of pressure and eventually, turn some into paying clients. If you think email marketing is all about pitching what you sell, think again. … [Read more...]

How To Turn Email Subscribers Into Paying Clients

Every time you go to a networking event or get introduced to a new CPA by a client or referral partner, you have an opportunity to grow your email list. And if you haven’t heard, there’s money in your list. Big money.  While you can’t collect a stack of cards at an event and throw all of those email addresses into your CRM without risking an expensive slap on the hand; you most definitely can add them to your list after acquiring permission from the account holder to do so. And that’s not so … [Read more...]

How To Get Noticed By CPA’s

Sometimes, financial advisors need to get a little creative in order to get the attention of the CPA’s that can refer boatloads of clients to them.  This month, we’re going share four creative strategies to do just that. And chances are, you’ve never considered any of them—until now. If there’s one area in marketing that CPA’s really struggle with, it’s digital marketing.  The fact is, most seasoned CPA’s are pretty old school in their approach. Their websites are antiquated. They have … [Read more...]

How To Create A Website That Converts

Have you ever wished you had the key to converting more of your leads into paying clients? We’ve got good news you. This month we’re going to share four keys! Today we’re going to identify 9 action steps to take to create a website that converts. Next week, we’ll share insights that will help you promote your business effectively in the social sphere. In week three, we’ll get up close and personal with email marketing and then we’ll wrap up the month with video marketing tips in week four. … [Read more...]

10 Ways To Connect With CPA’s On Social Media

Last week, we started this month’s blog series by sharing How To Get Noticed By CPA’s. This week, we’re going to help you learn how to use social media to connect with more CPA’s.   10 Ways To Connect With CPA’s On Social Media   Look for CPA’s that your clients are already connected with on LinkedIn. In some case, you’ll find their CPA connection, is actually not just a CPA they know, but the one they use. That’s a perfect excuse for you to reach out to your client and … [Read more...]

10 Things You Must Do On Social Media Now

Last week, we started this month’s blog series by sharing How To Create A Website That Converts. This week, we’re going to help you learn how to effectively promote your business on social media. If you’re not showcasing your business on social media, well, you should be. You’ve got tons of new leads that are waiting to be found in the social media space. The reality is that more and more people are joining social media everyday. No matter who your target audience is, there is a really, … [Read more...]

The Smartest Way To Clear Clutter

The conversation usually goes something like this: You: “What charitable contributions did you make this past year?” Your Client: “Hmmm. I donated the old couch to Goodwill sometime last fall. And in May I stopped by the Salvation Army to drop off four bags of clothes the kids outgrew.” You: “What was the value of that?” Your Client: “Oh I don’t know. They gave me a receipt but it was blank. They told me I should fill it in. What do you think it’s worth?” If you’re like many CPA’s … [Read more...]