don’t wait for business to come to you
it’s called failure to implement. ouch.
by martin bissett
free! practice growth checklist
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adultery and other messy situations
dealing with mistresses and mister-esses.
by anthony glomski and russ alan prince
the terms “mistresses” and “mister-esses” tend to have negative connotations, as they refer to out-of-marriage emotional or sexual relationships. all too often, wealthy individuals with a paramour (illicit partner) open themselves up to potentially very messy and costly situations.
more: smaller firms can excel as family office practices | trendwatch: new revenues in financial stress testing | become a thought leader | working with the super-rich and single-family offices | the family office model | the new way to get the best clients
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family relationships are commonly impacted. for example, the matter of what assets become the property of the paramour can be especially problematic without the implementation of certain wealth planning strategies.
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are you marketing for next year yet?
it’s not too early to plan for next season.
by ed mendlowitz
tax season opportunity guide
marketing takes many forms. further, many accountants are not trained in marketing. i also know that while most cpas want more business, they are too busy with what they have to be actively seeking new business. additionally, marketing can be external, internal or retentive.
more: don’t fire that staffer on may 18! | what to do with a lousy client? | but i am managing! | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data
external is where new clients are solicited. that takes effort, ingenuity, time and maybe even some money.
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tax pros handle 53% of e-filings
refunds larger overall, but down for direct deposit.
by beth bellor
seven tips to keep the clients you have
“just about every time i called or emailed a client, they would think of more work for me.”
by sandi leyva
the complete guide to marketing for tax & accounting firms
it’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)
more on small-firm growth strategies: 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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