It’s hard to take that leap of faith…knowing that if you leave your current job, you may struggle to pay your bills until your business starts bringing in enough income. It can also be hard to find the time and energy to…
Displaying: Operating Your Tax Business
Top Reasons to Recruit & Train Your Own Tax Preparers
At the start of tax season each year, there seems to be a scramble to find solid tax preparers. Where are they? Why is it so hard to find them? Many times you hire someone who thinks they know taxes because they’ve…
Create Raving Fans
A tax preparer’s goal should always be to provide excellent service to every client. But going the extra mile will help you create raving fans. A “raving fan”, as developed by Ken Blanchard, is a client who has that “knock your socks…
5 Reasons to Embrace Being a Small Business
Are you a small business or thinking about starting one? Many think the goal of starting a business is to go big or go home. But staying small really does have it’s advantages. Here are 5 reasons why you should consider staying…
Are You Getting Online Reviews for Your Business?
With tax season about to start, it’s important to make sure you have an online review system in place for your clients to share their experiences. It may seem like just one more thing to do, but online reviews impact close to…
7 Ways to Improve Client Experience This Year
With a delayed start to tax season, now is a great time to rethink your current client experience. Reviewing these tips and preparing ahead of time can set you apart from the competition and keep your clients coming back each year. Ensure…
How to Keep Clients Coming In – Despite the Pandemic
With the threat of rising COVID-19 cases, there’s a concern that clients will opt to stay home and prepare their own taxes this season to save money and stay safe. Here are some ideas to ensure you have business coming in this…
Preparing for a Pandemic Tax Season – What’s Top of Mind This Year?
As we approach 2021 – still in a pandemic – we need to be prepared for what will likely be a very confusing tax season for clients. As tax pros, we’re used to navigating the changes that come each season, but we’ve…
Ways to Decrease Stress During These Times
Unfortunately, the pandemic isn’t going away anytime soon. Here are some ways to keep stress at bay for your employees and for yourself. Take Care of Yourself As the head of your business’ operations, when you go down, so does everyone else.…
4 Things You Need to Support Your Clients Virtually
As we prepare for another tax season during a global pandemic, it’s time to think critically about serving clients safely and conveniently. Last tax season dragged out due to COVID-19 causing a delayed filing deadline and extensions. This year, we face a…
Leveraging the Income Tax School to Grow Your Brand
In the 30+ years we’ve been in business, we’ve interacted with and supported tax preparers and business owners in so many different ways. They find our website searching online, they discover us on social media, they meet us at IRS tax forums……
Tips For Meeting Clients Virtually
With the presence of a pandemic, it may be a long time until you have another in-person meeting with clients. Luckily with the advancement of technology, virtual meetings all over the world are still happening so that we all stay connected without…