tax resolution services

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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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
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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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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 2022世界杯足球排名 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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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 2022世界杯足球排名 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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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
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the following checklists will assist you in making sure that your office is set up to achieve each of these three objectives.
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not 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
exclusively for pro members. log in here or 2022世界杯足球排名 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.
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automated 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
exclusively for pro members. log in here or 2022世界杯足球排名 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.
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netting 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
exclusively for pro members. log in here or 2022世界杯足球排名 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.
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marketing requires ruthless accountability.

by jassen bowman

at all times and in all circumstances, you need to hold your marketing ruthlessly accountable for results.

more: 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this is an inherent difference between direct response marketing and image advertising or branding. in a practical sense, this means that you need to test, track and measure everything you do in your marketing.
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