AI is the hot technology term these days. It seems to be “disrupting” just about every industry you can think of – including the tax industry. This past tax season, H&R Block partnered with IBM Watson to use its powerful AI capabilities…
Displaying: Growing Your Tax Business
Expand Your Social Media Arsenal This Summer
Facebook, Twitter, LinkedIn… these are the three standard channels we all think of when it comes to social media marketing. But they aren’t the only ones. There’s also Instagram, Snapchat, YouTube and Pinterest (to name a few). Social media has a major…
4 Reasons to Focus on Complicated Returns Next Tax Season
This Summer is a great time to evaluate the tax season and make a plan for next season. Beyond staffing and process improvements you should be looking at the services you offer and what you plan to offer or focus on next season.…
5 Ways to Seize the Summer and Make More Money Next Tax Season
Tax season might be over and summer/vacation time may be in full swing, but here’s something to keep in the back of you mind: there are about 257 days until the start of next season. So why not Carpe Diem – or…
For Tax Preparers, the Distinction Between Customer or Client is an Important One
As a tax preparer, CPA, or accountant, do you have customers or clients? Most would say clients without hesitation. But the distinction is an important one. Strictly defined, a customer is someone who buys goods or services from a store or business.…
Build Better Client Relationships This Tax Season
Today is Get To Know Your Customers Day and tax season is next week. We thought today’s blog post would be a great time to talk about the importance of knowing your customers since you’re about to see all of them within the next…
Should You Give Away Free Services and Information This Tax Season?
Your time, talent, and knowledge are valuable commodities. This is why many professionals hesitate to give anything that involves those things away for free. But free does not equal loss. In some cases it can actually benefit or help grow your tax…
5 Ways to Increase Conversions on Your Website
Your website is a major marketing tool that, if set-up properly can produce calls, walk-ins, appointments, newsletter sign-ups, or really anything your business needs. Setting up a website is one thing. Getting it to convert visitors into clients or newsletter subscribers is…
9 Fall Marketing Ideas to Prepare for Tax Season
If you run a tax business, there are always things to do year round to prepare for the current, next or upcoming tax season. Taxes are a seasonal business but as a business owner, you should always be in building and planning…
How to Start a Home Based Tax Business
Have you thought about what it would be like to be your own boss? There’s a lot of freedom that comes with entrepreneurship but for some, the challenge is finding a lucrative field in which to pursue business ownership. As long as there…
Top ways to grow your new home-based tax business
Starting a home-based tax business can be very rewarding once you have the tax education under your belt. Aside from preparing taxes for family, how do you build your business with essentially no marketing budget and no storefront? In this blog we’ll…
5 Marketing Things to do this Summer
What’s on your summer to-do list? Summer may not be tax season but there’s plenty for tax preparers to do to get ready for next year and bring in more business. Owning a business is a year-round endeavor, if you want to get…