They say you never get a second chance at a first impression, which is why your client onboarding process is so important. Onboarding, or the logistics and actions around getting a new client set up with your practice, sets the stage for…
Displaying: January 2023
7 planning considerations for this fiscal year
If you’re the person who’s always helping family and friends prepare their taxes, it might be time to start your own business. After all, tax preparation is in demand every year, and you’ve found that you have a facility for finding solutions…
How to generate new business: Best practice guide for tax professionals
When tax preparers sign up for the job, they know all about the annual tax-time crunch. Many see it like Black Friday, when four months of long, exhausting days generate much of the year’s income. Isn’t it time to put the other eight…
Social media marketing strategies for tax preparers
You might be a pro at filling out forms and filing taxes for even the most complicated returns. But that’s only part of your responsibilities as a tax business owner. You also need to figure out how to get clients through your…