3 Ways to Heighten Your Visibility And Grow Your Tax Business

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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 than that. But if you’re willing to do what it takes to heighten your visibility, you can garner a fair amount of leads—not only to sustain your business but also to thrive. Here … [Read more...]

Help Your Small Business Clients Avoid an IRS Audit

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As a tax professional you are well aware that every one of your business clients has two main goals at tax time: Calculate as many deductions as possible Avoid an IRS audit They’re counting on you for help. Most of them are unable to do this on their own, so your guidance is priceless. This is especially true for small businesses—and most vulnerable to RED FLAGS are home-based businesses. Knowing how to advise your clients about what to deduct when filing taxes is … [Read more...]

The ROI of Business Networking Part Two

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Did you catch part one of this series on the ROI of Networking? If not, check it out here. Business networking can be lucrative. It’s one way to meet new people and build relationships. The goal is to allow those relationships to pay off in one way or another. If you connect and they become clients, the ROI can be pretty good. Other times, they become great referral sources. The pay off can come down the line so staying top of mind has value. Conventional networking has huge benefits. … [Read more...]

The ROI of Business Networking

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ROI

Meeting people who eventually become clients is the goal of any successful business. Networking is one way to do this but it also costs money. Is it worth the investment? What’s the ROI? There will always be a return on investment as long as you are able to convert prospects into paying clients. That goes for everything you do. Sales is a number’s game. The more people you meet, the more relationships you build and the higher your conversion ratio. Can we agree you’re not going to meet … [Read more...]

3 Ways Outsourcing Saves Time and Money

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Outsourcing

Most entrepreneurs are hands-on people. Because they are doers by nature, they often believe no one can perform a task as well as they can, so outsourcing doesn’t usually cross their minds. Small business owners end up doing everything themselves – even simple tasks that can be outsourced to subcontractors. Guess what happens? Plates overflow, nerves fray, and things fall through the cracks. Sometimes important things. Outsourcing can prevent all of this. What is Outsourcing? … [Read more...]

Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need

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Handwritten Notes

We’ve all been there.  You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a question. You’ve asked them for it 3 times in 3 days and…crickets.  They don’t send what you’re asking for or even respond to your multiple inquiries. And you are stuck, you cannot move forward without their input.  Not only is it frustrating and inconvenient, but it also eats into your profits because you are spending time on asking them to respond once again instead … [Read more...]

5 Ways To Connect With Your CPA Partners, “Just Because”

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A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals, you’re not alone! And for a long time, that was true.  But now the truth is that more and more professionals are choosing to do business with people they have a personal relationship with. People want to work with people they know, like, and trust.  This has never been more true than it is today.  And the best way to help people get to know you … [Read more...]

Fall Changes You Need To Make In Your Practice

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fall leaves

Cool evenings. Colorful leaves. Pumpkin-flavored everything. These are just a few of the reasons I love fall and I bet you do, too. This time of year I often hear that CPA’s like yourself are starting to ask themselves some tough questions. As we enter into the final stretch of 2017: You may be looking at your profitability and wondering what you can do to kick it up a notch before December 31st. And what you can do after we celebrate the new year to continue adding to your income in … [Read more...]

Hunting For The Perfect CPA Partner

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hunting success

It’s hunting season, and as every good hunter will tell you, you have to plan ahead. When you’re out in the woods for days at a time, bad planning could literally mean the difference between life and death. Now, we’re not talking about anything quire that serious, but the truth is that if you are trying to grow your business, especially by taking advantage of partnerships with CPAs, you are on the hunt, even if you didn’t know it until this second. There is a lot that goes into finding the … [Read more...]

Becoming Your CPAs Best Quarterback

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John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you've never watched a game of football in your life, you've probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever. But what makes them great quarterbacks? And what the heck does this have to do with you, a financial advisor? I’m so glad you asked. Today we’re going to take a few pointers from the pros and help you become … [Read more...]