12 branding tips

man and woman holding briefcasesappearances matter.

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

branding is part of marketing, but requires you to come up with a unique identity toward your specialty.

more on marketing: how to meet referral sources | 8 considerations with new clients | how to prepare returns for a multiple-year non-filer | how to conduct business valuations and forensic investigations | yes, accountants can perform conflict resolution | offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

tax department branding can be done as part of the overall firm, or separately.

  • some branding is to send out a regular newsletter, e-mail alerts, unique issue tax court decisions, and the first to comment on surprise changes.
  • have a logo prepared.
  • sponsor events that targeted referrers will attend.
  • everyone you meet should be made aware of your expertise – not just “taxes” but salt, captive insurance companies, estate planning, not-for-profit tax issues.
  • you need a 30 second pitch.
  • you need a “short” long-winded exposition of the benefits and advantages of what you do and how you add value in the process.
  • you need exposure.
  • what you should not do is to provide a long list of your expertise in every facet of taxation.
  • position yourself to stand out as “the” tax expert – your tax partners, audit partners and business consulting partners will handle the other aspects of the engagements – but you are the abc tax expert.
  • the way you dress is part of your brand.
  • so is the case you carry, and whether you leave it in the trunk of your car or carry it everywhere. never leave your work in an unattended auto – there is no security and confidentiality can be lost if the car is stolen or trunk broken into.
  • look the part! be the brand!