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

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”

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...]

Becoming Your CPAs Best Quarterback

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...]

What To Do While You Wait on CPAs

CPAs Financial Advisor

You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can establish mutually-beneficial relationships with them. The wait is over. You’ve read our past blogs and have done everything you can to make their lives easier during this crazy time of year. And now, the time has finally come! Tax season is over! That means you’ve got every green light telling you this is the most appropriate time to reach out to them, right? Wrong. Keep in mind that while … [Read more...]

How To Make Your Relationships With CPAs Stronger

The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with the hope of being introduced to those clients. But the reality is, most of these relationships produce less than 10 introductions each year (yes, really). Is it worth the time you invest into that relationship for just a handful of introductions each year? What if you could get more than that? It’s possible. You just have to get a little creative. Typically, the … [Read more...]

How To Avoid The Tax Season Hangover

Tax season

If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff is exhausted. You’re exhausted. And your family is exhausted, too, because you’re not home very much and when you are, you’re not present. It’s not good for anyone. Hang in there, soldier. You’re almost at the finish line! But wait, before you get there, there’s something you need to think about—The Tax Season Hangover. If you’ve been in business for any amount of time, you know … [Read more...]