It’s been a little over a year since the world shut down due to COVID-19. We’ve all had to learn to adjust our lives and go with the flow more than ever before. Here are just a few things we’ve learned at…
Displaying: Growing Your Tax Business
Tips for Starting a Tax Business While Working Full-time
It’s hard to take that leap of faith…knowing that if you leave your current job, you may struggle to pay your bills until your business starts bringing in enough income. It can also be hard to find the time and energy to…
Top Reasons to Recruit & Train Your Own Tax Preparers
At the start of tax season each year, there seems to be a scramble to find solid tax preparers. Where are they? Why is it so hard to find them? Many times you hire someone who thinks they know taxes because they’ve…
Giving Back is Good for Business and for You
Outside of preparing taxes for your clients, how involved are you in the community you live and work in? Attending a networking event here and there can be beneficial but it doesn’t count as giving back to the community. You Meet People…
Create Raving Fans
A tax preparer’s goal should always be to provide excellent service to every client. But going the extra mile will help you create raving fans. A “raving fan”, as developed by Ken Blanchard, is a client who has that “knock your socks…
Benefits of Starting Your Own Tax Business
A career in tax preparation can be very rewarding and lucrative. Starting a tax business can be even more so. Check out some of the benefits of starting your own tax business. You Can Earn Up To $100/hour or More as an…
5 Reasons to Embrace Being a Small Business
Are you a small business or thinking about starting one? Many think the goal of starting a business is to go big or go home. But staying small really does have it’s advantages. Here are 5 reasons why you should consider staying…
Are You Getting Online Reviews for Your Business?
With tax season about to start, it’s important to make sure you have an online review system in place for your clients to share their experiences. It may seem like just one more thing to do, but online reviews impact close to…
7 Ways to Improve Client Experience This Year
With a delayed start to tax season, now is a great time to rethink your current client experience. Reviewing these tips and preparing ahead of time can set you apart from the competition and keep your clients coming back each year. Ensure…
How to Keep Clients Coming In – Despite the Pandemic
With the threat of rising COVID-19 cases, there’s a concern that clients will opt to stay home and prepare their own taxes this season to save money and stay safe. Here are some ideas to ensure you have business coming in this…
How to Grow Your Brand As A Tax Pro
Becoming a tax preparer and “hanging up a shingle”, as they say, is one thing. Getting people to trust you to prepare your taxes is another. Sure, your client base will start off with friends and family and their extended network, but…
4 Things You Need to Support Your Clients Virtually
As we prepare for another tax season during a global pandemic, it’s time to think critically about serving clients safely and conveniently. Last tax season dragged out due to COVID-19 causing a delayed filing deadline and extensions. This year, we face a…