tax resolution services

client management checklists for tax resolution

by

businessman with laptop and papersand 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
goprocpa.comexclusively 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 →

seven essential checklists for nuts-and-bolts office chores

by

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
goprocpa.comexclusively 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 →

what to say on phone calls about fees

by

hand holding phone with dollar signs pouring outeven 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what not to say …

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

read more →

how to handle client complaints

by

two clients complaining in office11 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
goprocpa.comexclusively 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 →

the importance of goals and affirmations

by

young man fixing collar in mirrorwhat 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
goprocpa.comexclusively 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.

read more →

seven essential checklists for getting new tax clients

by

green checks being made on checklistdon’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
goprocpa.comexclusively 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 →

checklists for your tax resolution office setup

by

woman turning door sign to "open"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:

  1. ensuring workplace safety
  2. creating a positive client experience
  3. 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?
goprocpa.comexclusively 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 →

the ins and outs of hiring and firing

by

magnifying lens over group of job candidatesbonus: 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
goprocpa.comexclusively 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 →

case study: building a tax resolution business

by

sending emails from a laptopautomated touches are the key.

by jassen bowman
tax resolution systems

this is the story of a small cpa firm (three partners at the time, now five) in new york city that hired me in january 2011 to help them grow their tax resolution business.

more: market to your ideal clients | 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?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this was one of my first such consulting projects. i worked with them to create a written, systematic and scheduled marketing process to drive sales of this service, which then fed sales of their other service offerings.
read more →

market to your ideal clients

by

three arrows in center of bull's-eyenetting just one recoups your costs.

by jassen bowman
tax resolution systems

the ideal client prospecting campaign is established with the distinct goal of creating a relentless, never-ending effort to literally have 100 percent of these prospects become your client.

more: follow up with leads longer | marketing requires ruthless accountability | first, you need clients | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for most firms, this list won’t be that long. it may run from as little as a dozen ideal prospects, to at most a couple hundred.
read more →

follow up with leads longer

by

businessman typing on laptop, shadows of envelopesdo it right and you may not need any new leads.

by jassen bowman
tax resolution systems

to put it bluntly, if you’re not actively marketing to your lead database on a regular basis, then you wasted the money you spent to obtain those leads in the first place.

more: marketing requires ruthless accountability | one-step vs. two-step marketing | tax resolution: a lucrative opportunity
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one amazing fact about sales has held true for nearly a century: the majority of sales are closed after the fifth contact. this fact holds true for any industry, and the number of contacts required to close a sale increases as the price point of the product or service increases.
read more →