Here’s what you’re looking for: Jassen Bowman

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What Your Tax Resolution Staff Must Do

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

By Jassen Bowman

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

MORE: How to Build a Tax Resolution Business | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing | How Tax Resolution Works
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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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How to Build 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: Focus On Your Ideal Clients | Are You Quitting on Leads Too Soon? | Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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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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Focus On Your Ideal Clients

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

By Jassen Bowman

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: Are You Quitting on Leads Too Soon? | Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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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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Are You Quitting on Leads Too Soon?

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

By Jassen Bowman

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: Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
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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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Why Lists Are Not Leads

Jassen Bowman: "Client dollars are really the only vote that matters when it comes to marketing decisions."Marketing requires ruthless accountability.

By Jassen Bowman

At all times and in all circumstances, you need to hold your marketing ruthlessly accountable for results.

MORE: The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

This is an inherent difference between direct response marketing and image advertising or branding. In a practical sense, this means that you need to test, track and measure everything you do in your marketing.
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