enrolled agent

checklists for new lead generation

everything from social media to direct mail.

by jassen bowman
tax resolution systems

when focusing on tax resolution within your practice, you will need to conduct ongoing lead generation marketing.

more: don’t ignore your existing leads | 3 checklists for office communication | what to say on phone calls about fees | tax resolution staff roles and responsibilities | case study: building a tax resolution business | market to your ideal clients | follow up with leads longer | marketing requires ruthless accountability | one-step vs. two-step marketing | 5 daily tasks for maximum tax resolution profitability
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this is not a comprehensive marketing training manual, and barely scratches the surface of what you can do regarding your lead generation marketing. what’s presented here is intended to give you an idea of what these kinds of checklists look like in order to help you create your own.
read more →

2022年世界杯抽签

bowman webinar: inside the irs financial analysis handbook

卡塔尔世界杯常规比赛时间 expert author sets sessions for dec. 16, 20 and 21.

join 卡塔尔世界杯常规比赛时间 expert and best-selling author jassen bowman for three sessions in three days, covering how the irs analyzes a taxpayer’s financial condition and the questions the irs often asks.

this is an online class that meets for a total of 6 cpe hours over the course of three days – dec. 19, 20, & 21 – from 2 pm to 3:40 pm et (11am-12:40 pm pt) each day.

register here

marketing & sales

don’t ignore your existing leads

new leads are important, but much less so.

by jassen bowman
tax resolution systems

the most successful professional services firms in america put their marketing efforts on autopilot.

more: 3 checklists for office communication | client management checklists for tax resolution | how to handle client complaints | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability
exclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you have a full-time marketing assistant, do all the marketing yourself or distribute duties among your staff, using checklists to systemize your marketing is really the only way to go. using checklists ensures that your marketing gets done properly and completely.
read more →

pro member exclusive

3 checklists for office communication

make sure your investment isn’t wasted.

by jassen bowman
tax resolution systems

communicating with your clients and prospects is more important than ever.

more: client management checklists for tax resolution | some office nuts and bolts | what to say on phone calls about fees | how to handle client complaints | the ins and outs of hiring and firing | tax resolution staff roles and responsibilities | market to your ideal clients | marketing requires ruthless accountability | 5 daily tasks for maximum tax resolution profitability | 4 problems with the tax resolution industry
exclusively for pro members. log in here or 2022世界杯足球排名 today.

use the following checklists to verify that your phone system and website are up and functioning properly each day.
read more →

pro member exclusive

client management checklists for tax resolution

and how to handle clients once their tax issues are resolved.

by jassen bowman
tax resolution systems

your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.

more: some office nuts and bolts | what to say on phone calls about fees | use checklists to manage your tax firm | tax resolution staff roles and responsibilities | follow up with leads longer
exclusively for pro members. log in here or 2022世界杯足球排名 today.

you should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
read more →

pro member exclusive

seven essential checklists for nuts-and-bolts office chores

scheduling, inclement weather, petty cash and more.

by jassen bowman
tax resolution systems

every office function should have a system.

more: what to say on phone calls about fees | how to handle client complaints | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some miscellaneous but vital functions and how to handle each one.
read more →

pro member exclusive

what to say on phone calls about fees

even difficult calls are opportunities.

by jassen bowman
tax resolution systems

if you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “how much do you charge for a tax return?”

more: how to handle client complaints | the importance of goals and affirmations | the ins and outs of hiring and firing | market to your ideal clients | one-step vs. two-step marketing | tax resolution: a lucrative opportunity | 5 reasons your firm training needs nano learning
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what not to say …

“we don’t provide fee quotes over the phone.”
“tell me a little about your tax situation and …”

featured

how to handle client complaints

11 steps to take.

by jassen bowman
tax resolution systems

unhappy clients are a part of doing business. while we strive to deliver the absolute best customer service, provide excellent value in our services and run a first-class operation, it’s simply impossible to please everybody.

more on tax resolution: the importance of goals and affirmations | use checklists to manage your tax firm | tax resolution staff roles and responsibilities | follow up with leads longer | 5 daily tasks for maximum tax resolution profitability | 4 problems with the tax resolution industry
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the key to properly and professionally addressing client complaints is to not be overtly defensive. adopting a defensive attitude usually just inflames the situation.
read more →

checklist

the importance of goals and affirmations

what are you telling yourself?

by jassen bowman
tax resolution systems

every day, you should go through your goals checklist.

more: use checklists to manage your tax firm | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability | first, you need clients | the tax resolution client intake checklist
exclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

empowering daily questions,
affirmations and
goals.

management

seven essential checklists for getting new tax clients

don’t let marketing be an afterthought.

by jassen bowman
tax resolution systems

in an ideal world, every business day would feel like the movie “groundhog day.”

more: checklists for your tax resolution office setup | the ins and outs of hiring and firing | market to your ideal clients | one-step vs. two-step marketing | tax resolution: a lucrative opportunity | 5 reasons your firm training needs nano learning
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the same things would happen at the same times, day in and day out. your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
read more →

pro member exclusive

checklists for your tax resolution office setup

everything from client interactions to office safety.

by jassen bowman
tax resolution systems

the setup of your office environment is important for three primary reasons:

ensuring workplace safety
creating a positive client experience
enabling maximum operational efficiency

more: the ins and outs of hiring and firing | tax resolution staff roles and responsibilities | follow up with leads longer | 5 daily tasks for maximum tax resolution profitability | 4 problems with the tax resolution industry | when tax filing season is over, what’s next?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the following checklists will assist you in making sure that your office is set up to achieve each of these three objectives.
read more →

pro member exclusive

the ins and outs of hiring and firing

bonus: checklists for the various stages.

by jassen bowman
tax resolution systems

to grow your business beyond just what you yourself can accomplish, you’re going to end up hiring staff. unfortunately, with hiring also sometimes comes firing.

more: tax resolution staff roles and responsibilities | case study: building a tax resolution business | marketing requires ruthless accountability | first, you need clients | the tax resolution client intake checklist
exclusively for pro members. log in here or 2022世界杯足球排名 today.

having a written process for how you conduct your hiring will make the process much smoother. in addition, having written criteria established ahead of time for how you evaluate candidates and make hiring decisions could prove invaluable in the unlikely event of a discrimination lawsuit or other employee-related incident we never really want to think about dealing with.
read more →

featured

tax resolution staff roles and responsibilities

not all preparers are the same.

by jassen bowman
tax resolution systems

it is vital that all tax office staff thoroughly understand their role within the organization and comprehend their responsibilities.

more: case study: building a tax resolution business | market to your ideal clients | one-step vs. two-step marketing | tax resolution: a lucrative opportunity | 5 reasons your firm training needs nano learning | how to turn routine cpe into a new marketing opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

cultivating a culture of innovation is important, especially for a rapidly growing organization, but order must also be maintained. when everybody knows what’s expected of them, life becomes much happier and people work better together.
read more →

here’s what you’re looking for: jassen bowman