Ruszczyk: Listen to Marketers & Let Them Lead | Capstone Conversations
Differentiation, confidence, and connection can transform firms.
Capstone Conversations
By Jean Caragher
For CPA Trendlines
marketing
Lewis: Build Growth Strategy that Works | Capstone Conversations
Turn disruption into opportunities by bringing marketers to the table.
Capstone Conversations
By Jean Caragher
For CPA Trendlines
Tim Allen: Serendipitous Specialization Leads to Success | Gear Up for Growth
Full commitment is critical in niche accounting.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
August Aquila: When Marketing Drives Profit | Gear Up for Growth
“Every client interaction is a marketing opportunity.”
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Keep Clients from “Balance Due” Shock
With just a little advanced marketing, you can get paid year-round AND have more satisfied clients.
By Frank Stitely
The Relentless CPA
When I talk with prospective clients in any medium, I lead with tax planning. I don’t care if I’m meeting them, calling them or emailing them. I lead with tax planning. The number one complaint clients have about CPAs and tax preparers is a lack of planning. They get tax returns and nothing else.
MORE: Stop Clients from Performing “Favors” | Who Needs Fall Tax Planning? Clients … and You | Get Clients to Bring Tax Docs Early…Yes, EARLY | Why Time Tracking Still Matters | Make Fewer Mistakes, Increase Revenue and Capacity | Six Ways to Create a Millennial-Friendly Firm
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The fun part is seeing the reaction when I mention planning. I tell them that they can know the results while there’s still time to change the results. Tax season is no longer stressful because they know the answers in advance about refunds and balances due.
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