7 Marketing Tips for Your Tax Business
As you look ahead to tax season, and beyond, here are seven inexpensive marketing tips to get the year started on the right foot.
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tax season
10 Questions to Ask During The Offseason
We did it! We survived another busy tax season! now onto the offseason! Things are finally winding down and you have hopefully just returned from a much needed vacation to somewhere gorgeous. So the all important question is… Now what? What do you do now that the busy season is over to make sure you
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What To Do While You Wait on CPAs
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
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How To Avoid The Tax Season Hangover
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
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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
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