Month: May 2020

Leveraging Current Clients For Business Referral

I’ve done hundreds of new member consultations. One question I always ask is “what’s your best source of new clients?” The answer is almost always, “business referral.” But lately, I’ve been pulling a bit of a Columbo and asking “just one more thing.” Specifically, I’ll ask “what systems do you have in place to generate …

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3 Ways to Heighten Your Visibility And Grow Your Tax Business

Would you like to generate more revenue in your tax business? Who wouldn’t? Just like many other businesses, the tax business is a numbers game. You gather leads and eventually, some go from cold to HOT and new clients walk through your front door. Sounds easy, doesn’t it? Well, there’s a little more to it …

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Which entity

How To Answer The Not-So-Quick Entity Question

When it comes to entity selection, there really isn’t a general “rule of thumb”.  Most business owners consult their attorney to determine which entity is appropriate, but in many cases, they’re making a big mistake if they don’t seek counsel from their tax team before choosing their entity. But you know that. Let’s talk about …

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