marketing & sales

how and why to offer estate planning

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a woman hugs another woman, who is cryingbonus: sample asset distribution worksheet.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

more on marketing: what you need to start a financial planning discussion | 11 questions to ask every tax client | add new revenues with tax prep followups | marketing vs. selling: both must serve the client first | adopt a marketing mindset
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we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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seven ways newsletter marketing still works for accountants

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magnet drawing in three peoplethe formula: straight talk, no gimmicks.

by steven klinghoffer
wpi communications inc.

marketing rules and tactics for accountants are often different from those for product and service marketers. because reputation is everything for accountants, their most effective marketing programs use a dignified tone—and a modest frequency. moreover, the audience for tax and accounting services tends to be averse to gimmicky messages.

no matter how rapidly the marketing world changes—how quickly our tactics and tools evolve—some things remain the same: quality content that educates and otherwise has an impact is certainly not outmoded. nowhere is that truer than in the marketing of professional services—and it is a key driver of the ongoing relevance and effectiveness of newsletter marketing.blogs, emails, and newsletters are everywhere, but they are not all created equal. the good ones inform clients or patients and build brands for the professionals who distribute them.

here are seven ways and reasons newsletters–when executed properly–work exceptionally well for services professionals, even today. read more →

11 questions to ask every tax client

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question marksan easy way to introduce clients to additional services.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
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skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.

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why cpas are suited to financial planning

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older man and younger man in meetingyour potential clientele? everyone.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

“financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.

more on marketing: tax projections: how and why | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first | adopt a marketing mindset

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with regard to tax services as the catalyst, the tax return is the roadmap of a client’s financial life. a keen observer can uncover many areas clients can be assisted with.
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tax projections: how and why

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fountain pen on word "tax"make sure the client sees the value.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

many accountants do tax projections. some clients get projections who should not, but there are many who do not, who should.

more on marketing: add new revenues with tax prep follow-ups | how to suggest more services | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some insights about preparing and charging for them… read more →