TAX RESOLUTION SERVICES

7 Checklists for Scheduling, Petty Cash and More

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Apply systems to the nuts-and-bolts chores.

By Jassen Bowman

Every office function should have a system.

MORE: Difficult Phone Calls Are Opportunities | 11 Steps for Handling Client Complaints | Office Safety and More: Checklists for Your Tax Resolution Setup | How to Build a Tax Resolution Business | Why Lists Are Not Leads | Your Sales Funnel Needs Systems
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Here are some miscellaneous but vital functions and how to handle each one.
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Difficult Phone Calls Are Opportunities

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What to say about fees.

By Jassen Bowman

If you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “How much do you charge for a tax return?”

MORE: 11 Steps for Handling Client Complaints | What You Tell Yourself Matters | Hiring, Firing and the Checklists You Need | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing | How Tax Resolution Works
Exclusively for PRO Members. Log in here or upgrade to PRO today.

What NOT to say …

  1. “We don’t provide fee quotes over the phone.”
  2. “Tell me a little about your tax situation and …”

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11 Steps for Handling Client Complaints

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They might come to you unhappy, but they don’t have to leave that way.

By Jassen Bowman

Unhappy clients are a part of doing business. While we strive to deliver the absolute best customer service, provide excellent value in our services and run a first-class operation, it’s simply impossible to please everybody.

MORE: What You Tell Yourself Matters | Use Checklists to Get New Tax Clients What Your Tax Resolution Staff Must Do | Are You Quitting on Leads Too Soon? | Grow Faster, Be More Efficient
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The key to properly and professionally addressing client complaints is to not be overtly defensive. Adopting a defensive attitude usually just inflames the situation.
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What You Tell Yourself Matters

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Why goals and affirmations are important.

By Jassen Bowman

Every day, you should go through your goals checklist.

MORE: Use Checklists to Get New Tax Clients | Office Safety and More: Checklists for Your Tax Resolution Setup | How to Build a Tax Resolution Business | Why Lists Are Not Leads | Your Sales Funnel Needs Systems | Need a New Service Line? Consider Tax Resolution
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

  • empowering daily questions,
  • affirmations and
  • goals.

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Use Checklists to Get New Tax Clients

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Don’t let marketing be an afterthought.

By Jassen Bowman

In an ideal world, every business day would feel like the movie “Groundhog Day.”

MORE: Office Safety and More: Checklists for Your Tax Resolution Setup | Hiring, Firing and the Checklists You Need | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing | How Tax Resolution Works
Exclusively for PRO Members. Log in here or upgrade to PRO today.

The same things would happen at the same times, day in and day out. Your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
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