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MARKETING & SALES

Checklist: The Essential Goal-Oriented Business Metrics

30 items for 2 types of goals.

By Jassen Bowman
Tax Resolution Systems

If you need help coming up with some ideas on what types of goals to set within your business, I might suggest you review the following list of possible metrics (things to measure) in your business.

MORE ON TAX RESOLUTION: Building Your Dream Team | Suggested Tax Resolution Client Payment Guidelines | When to Follow Up on Prospects | Checklists for New Lead Generation | How to Handle Client Complaints | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability
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You want your goals to be specific, measurable, achievable, results-focused and timed. Your goals will probably change over time as you become better and more confident.
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MARKETING & SALES

Building Your Dream Team

The who, why and how of all the people you’ll need outside your practice.

By Jassen Bowman
Tax Resolution Systems

Your practice does not operate without the assistance of other people and businesses.

MORE ON TAX RESOLUTION: Suggested Tax Resolution Client Payment Guidelines | Checklists for Tax Resolution Sales | Overcome Objections in 7 Steps | How to Reactivate Lost Clients | Don’t Ignore Your Existing Leads | The Importance of Goals and Affirmations | Market to Your Ideal Clients | Tax Resolution: A Lucrative Opportunity
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Note that this section doesn’t comprise your internal staff. Rather, your “Dream Team” is your network of service providers, independent contractors, vendors and joint venture partners.
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A Strategy for Bundled Pricing Tiers

Businessman sitting on scales with stack of coins in other trayConsider the clients you do and don’t want.

By Jassen Bowman
Tax Resolution Systems

I am a firm believer in flat-fee pricing, or as near as practical to such. This is the pricing scheme I’ve always used for tax resolution work, and for tax preparation associated with that tax resolution work.

MORE ON TAX RESOLUTION: Basics of Tax Season Work Flow | Overcome Objections in 7 Steps | How to Reactivate Lost Clients | Don’t Ignore Your Existing Leads | Some Office Nuts and Bolts | The Importance of Goals and Affirmations | The Ins and Outs of Hiring and Firing | Market to Your Ideal Clients | One-Step vs. Two-Step Marketing
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I have seven years of anecdotal evidence supporting the client’s preference for this sort of pricing for professional services, and I will use this form of processing in my new tax prep practice, as well.
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Basics of Tax Season Work Flow

Numbers floating around man examining calculator with magnifying glassHaving everyone follow the same procedures makes busy season less stressful.

By Jassen Bowman
Tax Resolution Systems

There is a challenge associated with creating a one-size-fits-all work flow model for a tax office: Not everybody operates the same.

MORE ON TAX RESOLUTION: Overcome Objections in 7 Steps | 12 Rules for Phone Calls | Lead Generation Marketing Must Happen Daily | 3 Checklists for Office Communication | What to Say on Phone Calls about Fees | Use Checklists to Manage Your Tax Firm | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer
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In general, we have identified four basic tax season operational models that appear to be common:

  1. Walk-in service with return prepared right then and there
  2. By appointment only, with the return often delivered at a second appointment
  3. Drop-off service
  4. Mobile service, in which you go to them

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PRO Member Exclusive

Overcome Objections in 7 Steps

Businesswoman arguing while talking on phoneYou may be tempted to skip ahead. Don’t.

By Jassen Bowman
Tax Resolution Systems

Being on the phone and attempting to get people to come in for appointments will, by its very nature, result in having to address prospect objections over the phone.

MORE ON TAX RESOLUTION: 12 Rules for Phone Calls | When to Follow Up on Prospects | Checklists for New Lead Generation | Client Management Checklists for Tax Resolution | How to Handle Client Complaints
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Do not view an objection as outright resistance to avoiding the appointment. Rather, view it as a question from the prospect, and an opportunity to educate and inform.
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