For most tax preparation firms, success means attracting more business from taxpayers, expanding the number of services offered, and converting customers into clients. Though we tend to use the terms…
The quest for success in all businesses is a complex mixture of greater efficiency, greater creativity, better marketing and better management. The role of technology in this mixture has generally…
Are you looking for new and affordable ways build your practice and your brand? One good place to start is LinkedIN, the world’s largest professional network on the Internet. While many small…
Read more about Using LinkedIn to Build Your Practice and Brand
Tax-based identity theft is bad, and it’s getting worse.After only a quarter of the way through this year’s tax season, the rate of identity theft increased by 400% over last year. Phishing and…
H&R Block is giving $1,000 to 1,000 of its clients every day. Jackson-Hewitt is paying its clients with a $50 American Express card. Liberty Tax offers a $50 cash payment to use its services, along…
Read more about Ten Ways to Compete With the National Chains
In many respects, management of cash flow for a tax preparation firm is easier than for many types of small business. There is no inventory of goods to tie up cash. Payment for services occurs at…
It can seem virtually impossible to run an effective marketing program for a small CPA or tax practice, and more so for solo practitioners. It’s not just that marketing requires a specialized skill…
Read more about 10 Marketing Strategies for Small and Solo Practitioners
Filing Season Begins TomorrowTomorrow, your tax practice will kick off the busiest time of the entire year. In fact, you may have already started accepting intake forms and other data from some…
“Big data” is a term that has grown into prominence among business intelligence analysts since the early 21st Century. Coined by Gartner Analyst Doug Laney, it has grown to mean so many things to so…
With tax season scant weeks away and the fundamental hiring, training, and preparations nearly finished, it’s time for the management teams in tax and accounting firms to turn their attention toward…
