Firm Marketing

Firm Marketing Tax Preparation & Advisory Services

How to engage with clients post tax season

Now that tax season is over, and you get your life back, this when many accountants take much needed vacations and re-evaluate processes and… Firm Marketing Tax Preparation & Advisory Services

What is one thing you can easily miss in the tax return delivery meeting with your clients?

You are in full on survival mode with a week left in tax season. Maybe dreaming of when you can leave the office and… Firm Marketing Tax Preparation & Advisory Services

When prospects call for pricing

How many prospects call your office this time of year and ask what your price for tax preparation is? More importantly, how do you… Firm Marketing

Leading an effective prospecting meeting during tax season

Tax season is the perfect time to prospect because you have a captive audience. Selling doesn’t come naturally to most accountants. However, since my… Firm Marketing

Story-based marketing in accounting firms

Would you rather watch a riveting Netflix series or a 100+ slide PowerPoint presentation? Exactly. That’s the power of story. In fact, there has… Accounting Firm Competition Firm Marketing Tax Preparation & Advisory Services

5 Easy Ways To Market Your Firm During Tax Season (and Why You Should)

Why should you even be thinking about marketing your firm during tax season? You’re busy, exhausted, and you can’t see light at the end…