enrolled agent

when tax filing season is over, what’s next?

no more ‘off-season!’ seven post-season tactics for building income streams year-round.

by jassen bowman
tax resolution systems

after one tax season ends and another begins, it’s time to turn your attention to business planning for the rest of the year.

more by jassen bowman: how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity | more

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you do need to start planning ahead for what your business will look like for the rest of the year.

if you fail to plan ahead for the post-filing season, then you may suddenly find yourself wondering, “what now?”

here are some things to consider when it comes to your post tax season planning:

tax practice

how to end the tax revenue roller coaster with a four-season practice model

make the money train run year-round.

by jassen bowman

as we head into the home stretch of filing season, some tax practitioners are ready to just put busy season into their rearview mirror.

for many tax professionals, however, the end of filing season brings an unpleasant reality: a sudden drop in revenue.

more by jassen bowman: how to turn routine cpe into a new marketing opportunity | tax filing season is almost over. what’s next? | how to turn routine cpe into a new marketing opportunity | more

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if you have a 1040-dominant practice, you likely have a cadre of clients that you put on extension. this extends the seasonal revenue into may, of course, and likely creates another revenue bump come october. unfortunately, that means many small firms and solo practitioners are stuck dealing with significantly reduced revenues for about six months out of the year.

marketing & sales

how to turn routine cpe into a new marketing opportunity

cpe: it’s not just for staff.

by jassen bowman
tax resolution systems

as public accounting firms continue to make strides in the modernization of their business development processes, there is one unique opportunity that they might be overlooking: in-firm cpe offerings.

more by jassen bowman: how to end the tax revenue roller coaster with a four-season practice model | tax filing season is almost over. what’s next? | more

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about half the accounting firms i speak with each week tell me that they produce a significant amount of their continuing education training in-house. these programs are most often created and delivered by the firm’s own subject matter experts, and are delivered to staff not just to fulfill cpe requirements, but to directly improve the skills of these accountants.

what most firms miss, however, is that these presentations are also an opportunity for the firm to showcase their capabilities to both prospects and existing clients.

in short, think of your in-firm cpe programs as a content marketing opportunity.

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