7 checklists for scheduling, petty cash and more
apply systems to the nuts-and-bolts chores.
by jassen bowman
tax resolution services
difficult phone calls are opportunities
what to say about fees.
by jassen bowman
11 steps for handling client complaints
they might come to you unhappy, but they don’t have to leave that way.
by jassen bowman
what you tell yourself matters
why goals and affirmations are important.
by jassen bowman
use checklists to get new tax clients
don’t let marketing be an afterthought.
by jassen bowman
office safety and more: checklists for your tax resolution setup
everything from client interactions to office safety.
by jassen bowman
hiring, firing and the checklists you need
from marketing to onboarding to termination.
by jassen bowman
what your tax resolution staff must do
not all preparers are the same.
by jassen bowman
how to build a tax resolution business
automated touches are the key.
by jassen bowman
tax resolution systems
focus on your ideal clients
netting just one recoups your costs.
by jassen bowman
are you quitting on leads too soon?
follow up right and you may not need any new leads.
by jassen bowman
why lists are not leads
marketing requires ruthless accountability.
by jassen bowman
with 1040 work dwindling, tax resolution moves to the forefront
the demand for tax resolution services is exploding.
by eric green