Here’s Your New Tax Season Marketing Plan

Arrow signs showing March through JuneNever too early to start planning for next year.

By Ed Mendlowitz
Tax Season Opportunity Guide

Marketing takes many forms. Further, many accountants are not trained in marketing. I also know that while most CPAs want more business, they are too busy with what they have to be actively seeking new business. Additionally, marketing can be external, internal or retentive.

MORE ON TAX SEASON: When ‘Quick and Easy’ Tax Season Research Isn’t | 5 Personal Touches for Tax Season | Consistency Simplifies Tax Season | 11 Clear Client Instructions to Make Your Tax Season Easier | 3 Ways to Build a Tax Season Team | Have Fun This Tax Season | How to Get Paid Faster This Tax Season

External is where new clients are solicited. That takes effort, ingenuity, time and maybe even some money.

Internal is where you sell additional services to existing clients. It takes little effort or time and no money – but some ingenuity.