With just a little advanced marketing, you can get paid year-round AND have more satisfied clients.
By Frank Stitely
The Relentless CPA
When I talk with prospective clients in any medium, I lead with tax planning. I don’t care if I’m meeting them, calling them or emailing them. I lead with tax planning. The number one complaint clients have about CPAs and tax preparers is a lack of planning. They get tax returns and nothing else.
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The fun part is seeing the reaction when I mention planning. I tell them that they can know the results while there’s still time to change the results. Tax season is no longer stressful because they know the answers in advance about refunds and balances due.
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