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The Ins and Outs of Hiring and Firing

Magnifying lens over group of job candidatesBONUS: Checklists for the various stages.

By Jassen Bowman
Tax Resolution Systems

To grow your business beyond just what you yourself can accomplish, you’re going to end up hiring staff. Unfortunately, with hiring also sometimes comes firing.

MORE: Tax Resolution Staff Roles and Responsibilities | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability | First, You Need Clients | The Tax Resolution Client Intake Checklist
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Having a written process for how you conduct your hiring will make the process much smoother. In addition, having written criteria established ahead of time for how you evaluate candidates and make hiring decisions could prove invaluable in the unlikely event of a discrimination lawsuit or other employee-related incident we never really want to think about dealing with.
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Tax Resolution Staff Roles and Responsibilities

An organization chart in a ball shapeNot all preparers are the same.

By Jassen Bowman
Tax Resolution Systems

It is vital that all tax office staff thoroughly understand their role within the organization and comprehend their responsibilities.

MORE: Case Study: Building a Tax Resolution Business | Market to Your Ideal Clients | One-Step vs. Two-Step Marketing | Tax Resolution: A Lucrative Opportunity | 5 Reasons Your Firm Training Needs Nano Learning | How to Turn Routine CPE into a New Marketing Opportunity
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Cultivating a culture of innovation is important, especially for a rapidly growing organization, but order must also be maintained. When everybody knows what’s expected of them, life becomes much happier and people work better together.
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Case Study: Building a Tax Resolution Business

Sending emails from a laptopAutomated touches are the key.

By Jassen Bowman
Tax Resolution Systems

This is the story of a small CPA firm (three partners at the time, now five) in New York City that hired me in January 2011 to help them grow their tax resolution business.

MORE: Market to Your Ideal Clients | Follow Up with Leads Longer | 5 Daily Tasks for Maximum Tax Resolution Profitability | 4 Problems with the Tax Resolution Industry | When Tax Filing Season Is Over, What’s Next?
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This was one of my first such consulting projects. I worked with them to create a written, systematic and scheduled marketing process to drive sales of this service, which then fed sales of their other service offerings.
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Market to Your Ideal Clients

Three arrows in center of bull's-eyeNetting just one recoups your costs.

By Jassen Bowman
Tax Resolution Systems

The ideal client prospecting campaign is established with the distinct goal of creating a relentless, never-ending effort to literally have 100 percent of these prospects become your client.

MORE: Follow Up with Leads Longer | Marketing Requires Ruthless Accountability | First, You Need Clients | The Tax Resolution Client Intake Checklist | How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model
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For most firms, this list won’t be that long. It may run from as little as a dozen ideal prospects, to at most a couple hundred.
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Follow Up with Leads Longer

Businessman typing on laptop, shadows of envelopesDo it right and you may not need any new leads.

By Jassen Bowman
Tax Resolution Systems

To put it bluntly, if you’re not actively marketing to your lead database on a regular basis, then you wasted the money you spent to obtain those leads in the first place.

MORE: Marketing Requires Ruthless Accountability | One-Step vs. Two-Step Marketing | Tax Resolution: A Lucrative Opportunity
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One amazing fact about sales has held true for nearly a century: The majority of sales are closed after the fifth contact. This fact holds true for any industry, and the number of contacts required to close a sale increases as the price point of the product or service increases.
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