Accountants drive more prospects with local search marketing - ClientWhys Product Launch

Posted on May 14, 2013

Get more leads to your accountant website using our new local search campaigns. While word of mouth is the primary source of new clients, paid search engine marketing can create an added growth [..]

ClientWhys - Where Tax Accountants Learn to Market

Posted on May 2, 2013

Thanks for entrusting ClientWhys to help you with your online marketing and practice needs. For over twenty years we have been energizing CPAs, Enrolled Agents, Tax Accountants and financial [..]

Testing Your Practice Management Skills

Posted on May 1, 2013

At the first get-together after the conclusion of tax season, we frequently ask our colleagues the following questions:

Grow your practice by using viral videos on your website.

Posted on April 26, 2013

I have been seeing more tax accountants using videos on their websites and client communications. Both professionally produced and in-house presentations can work in differentiating your firm [..]

6 Ways to manage your practice in the era of diminished time.

Posted on April 22, 2013

This tax season has been more difficult than years past. Complex returns, tax software glitches and late form releases made filing in 2013 a nightmare. We heard from many of you in our ClientWhys [..]

How to Turn Loyal Clients into Your Biggest Advocates

Posted on February 11, 2013

One thing is for sure: Most people want their opinion to be valued. Knowing that new clients are most likely acquired by word of mouth, successful tax and accounting professionals are now using [..]

American Taxpayer Relief Act of 2012 Content for your Website, Newsletter, Blog, and Social Media Sites

Posted on January 8, 2013

We have just released a client summary of the recently passed American Taxpayer Relief Act of 2012. This article is available now to our website, blog, and email newsletter clients. This comprehensive [..]

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 [..]

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