5 Marketing Things to do this Summer

What’s on your summer to-do list? Summer may not be tax season but there’s plenty for tax preparers to ITS-Summer-Marketingdo to get ready for next year and bring in more business. Owning a business is a year-round endeavor, if you want to get a leg up on your competition, here are 5 marketing things to do this summer.

Review sales and marketing efforts from tax season

You probably already know whether your sales increased, decreased or stayed the same from last year but do you know why? Summer is a great time to take a deep dive into your metrics to determine which marketing tactics worked and which tactics didn’t. Hopefully before the season started, you set some goals and created a marketing plan. All you need to do now is take a look at whether or not you reached those goals. Even if you didn’t set goals or created a plan, you should still comb through the metrics for your marketing channels to see the reach of each one.

Here’s a great metrics worksheet to check out

Review customer surveys 

When it comes down to it, the happiness of your clients is paramount. If you didn’t send out customers surveys, maybe now’s the time to do it. If you did, now is the time to review your responses. Make a list of things you did right (so you can celebrate successes) and a list of things that could be improved. Summer is a great time to look over processes that may have caused unfavorable responses and improve upon them. If you have a staff, gather them together and discuss the responses and opportunities for improvement.

Plan newsletter content for the rest of the year

Now that you aren’t buried in tax returns, take some time to think about content. Sending newsletters is a great way to stay in contact with clients, educate them on tax and financial related items, and keep them updated on important tax news. Using an editorial calendar is a great way to plan content for the rest of the year. Take a look at important tax dates for the rest of the year, plan out promotions and inform clients of other services you may provide like bookkeeping and payroll.

Focus on post-tax season clients

There are a few types of clients you should be targeting this time of year: taxpayers who need to amend their tax returns, taxpayers who received notices from the IRS or who owe the IRS, and business owners who file quarterly. How are you reaching these three groups of taxpayers? Now is the time to market your business to them.

Plan for end of year tax planning services

Another opportunity for bringing in business is end of year tax planning. Now is the time to get your ducks in a row so that you are prepared to market those services to clients and potential clients.

Here is an excellent marketing template to use


Completing these five tasks will set you up for a successful second half of the year and a successful tax season next year. Don’t spend your entire summer working though, after all, the reason you became an entrepreneur was to make your own schedule. What’s on your marketing to do list? We’d love to hear from you!