nine ways to use the 1/20th tax client marketing rule

elevate your service beyond tax prep.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

what would happen if you set goals at a higher level?

the following is restricted to tax return clients only, and can be exceeded by you if you think this goal is too low.

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1/20th rule: to receive additional revenues, target meetings with 1/20th of your eligible tax preparation clients a year. this is an opportunity to help them and elevate your service beyond the preparation of their tax return. note that you will have to call much more than 1/20th of your clients to get meetings with 5 percent of them, but it will be well worth the effort.