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...]

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...]

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...]

21 Day Challenge Day 2

Getting to a new place in your business is not unlike traveling to a physical location.  Having a roadmap makes your trip much easier.  Here's how to create your own roadmap for the 21 Day Challenge. Your assignment for today, use these 5 easy steps to get clear on where you're going and what it will take to get there. Step 1- Identify Your Destination - Our universal goal during this challenge is to make this December your biggest cash flow month of the year.  To do that, you have to … [Read more...]

How Can You Prevent Clients from Getting Upset When Charging Premium Fees?

Looking to grow your CPA Business? We help tax professionals and financial advisors develop tax planning expertise so they can get paid what they are worth by reducing clients’ tax to 10% or less. To learn more about the process of getting certified in tax planning, please contact me at Many tax professionals ask whether customers will be upset if they are charged value-based or premium fees when they are accustomed to lower fees. The answer to that question depends … [Read more...]

How to Use Value Billing

Tips for Value Billing At what point do you decide how much to charge clients and prospects under value billing in your scenario, and at what point do you tell the client how much you're going to charge them? How do you do that when you don't know yet how much you’re going to save them? In my practice I use a pricing structure to quote fees for tax plans based on the assets, businesses, and investments of the client. This is the same pricing structure we teach in the CTC program and … [Read more...]

Delays in Employer Mandates?

How does the penalty and the requirement to give insurance relate to the recent 1 year delay in the law? In July 2013, the White House announced its decision to delay provisions of the healthcare law mandating employers to provide health insurance or face penalties as of January 1, 2014. At the time of this writing, the House voted on a measure to delay the mandate until 2015. Until a bill passes extending the mandate, the current requirements begin January 1, 2014. KEY POINT: The … [Read more...]