TAX RESOLUTION SERVICES

Office Safety and More: Checklists for Your Tax Resolution Setup

By

Woman turning door sign to "open"Everything from client interactions to office safety.

By Jassen Bowman

The setup of your office environment is important for three primary reasons:

  1. Ensuring workplace safety
  2. Creating a positive client experience
  3. Enabling maximum operational efficiency

MORE: Hiring, Firing and the Checklists You Need | What Your Tax Resolution Staff Must Do | Are You Quitting on Leads Too Soon? | Grow Faster, Be More Efficient | 4 Tax Resolution Industry Flaws
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

The following checklists will assist you in making sure that your office is set up to achieve each of these three objectives.
READ MORE →

Hiring, Firing and the Checklists You Need

By

Magnifying lens over group of job candidatesFrom marketing to onboarding to termination.

By Jassen Bowman

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: What Your Tax Resolution Staff Must Do | 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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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.
READ MORE →

What Your Tax Resolution Staff Must Do

By

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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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.
READ MORE →

How to Build a Tax Resolution Business

By

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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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.
READ MORE →

Focus On Your Ideal Clients

By

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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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.
READ MORE →