Lead Generation Marketing Must Happen Daily
You don’t have to do all these yourself, but someone in your firm must.
By Jassen Bowman
Tax Resolution Systems
TAX RESOLUTION SERVICES
Checklists for New Lead Generation
Everything from social media to direct mail.
By Jassen Bowman
Tax Resolution Systems
Bowman Webinar: Inside the IRS Financial Analysis Handbook
CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.
Don’t Ignore Your Existing Leads
New leads are important, but much less so.
By Jassen Bowman
Tax Resolution Systems
3 Checklists for Office Communication
Make sure your investment isn’t wasted.
By Jassen Bowman
Tax Resolution Systems
Client Management Checklists for Tax Resolution
And how to handle clients once their tax issues are resolved.
By Jassen Bowman
Tax Resolution Systems
Seven Essential Checklists for Nuts-and-Bolts Office Chores
Scheduling, inclement weather, petty cash and more.
By Jassen Bowman
Tax Resolution Systems
What to Say on Phone Calls about Fees
Even difficult calls are opportunities.
By Jassen Bowman
Tax Resolution Systems
CHECKLIST: How to Represent Clients in 1040 Audit and CP2000 Issues
Bonus: Get the 16-step checklist here. By Michael Rozbruch Roz Strategies The IRS is aggressively going after taxpayers to recoup some of their lost revenue (lost revenue to the tune of $385 billion per year!) which means our clients are under … Continued
How to Handle Client Complaints
11 steps to take.
By Jassen Bowman
Tax Resolution Systems
The Importance of Goals and Affirmations
What are you telling yourself?
By Jassen Bowman
Tax Resolution Systems
Seven Essential Checklists for Getting New Tax Clients
Don’t let marketing be an afterthought.
By Jassen Bowman
Tax Resolution Systems
Checklists for Your Tax Resolution Office Setup
Everything from client interactions to office safety.
By Jassen Bowman
Tax Resolution Systems
