Four "Must Do" Practice Management Tips for 2013

Posted on December 19, 2012

With the flood of new tax law changes and increased client tax liability, it is more important than ever to provide your clients with proactive advice. With businesses built on word of mouth, [..]

What Tax Accountants can learn from Sandy

Posted on November 1, 2012

I first heard about Sandy on October 25, after reading a post from a meteorologist who dubbed the tropical storm “Frankenstorm.” While we are based in California, we have staff across [..]

Secure the Conversation

Posted on September 27, 2012

I just finished a six-month mortgage refinance. What was disturbing about the experience, other than it taking six months, was that the major-brand bank did not have a secure way of collecting [..]

Are you in compliance with your IRS Firm Policy Manual?

Posted on September 20, 2012

Many tax professionals are unaware of the IRS Circular 230 requirement that they have a set firm policy manual in place. This requirement is true for all paid tax professionals, including Enrolled [..]

Why does content marketing work so well for CPAs and tax accountants?

Posted on June 14, 2012

There is a shift in what works for building brands and long-term relationships with clients. The traditional push-and-interrupt marketing techniques of the past are being replaced with using [..]

Four Reasons Why Print Newsletters Should Have a Place in Your Marketing Budget

Posted on May 10, 2012

Just because tax season is over doesn't mean you should stop communicating with your client base. The stronger the client relationship, the more referrals, the higher the fees, and the better [..]

Tax Professionals are now using skype for client tax interviews.

Posted on March 28, 2012

This year we have seen more CPAs and Tax Accountants using skype for client tax interviews. The skype technology (and others like it) allow you to securely place calls to clients anywhere in [..]

Marketing for Accountants: New Idea for Accountants - Use government unclaimed property Websites to build client good will and find new prospects.

Posted on March 26, 2012

Recently, while researching where a missing tax refund was located, I found the California unclaimed property search Website. While I couldn't track down my missing tax refund (perhaps because [..]

Marketing for Accountants - What are QR Codes?

Posted on March 19, 2012

During the last few months, we have received quite a few inquiries from our CPA and tax accounting clients about QR Codes. QR Codes can be used to save information into a scannable barcode. Anyone [..]

How often should Tax Accountants communicate with clients and prospects?

Posted on February 9, 2012

I hear the following from my customers from time to time, and it goes against everything I see from top producers: "I don't want to bother my clients by sending them a newsletter or other client [..]

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