marketing requires ruthless accountability

jassen bowman: "client dollars are really the only vote that matters when it comes to marketing decisions."“lists are not leads.”

by jassen bowman
tax resolution systems

at all times and in all circumstances, you need to hold your marketing ruthlessly accountable for results.

more: one-step vs. two-step marketing | 5 daily tasks for maximum tax resolution profitability | first, you need clients | tax resolution: a lucrative opportunity | 4 problems with the tax resolution industry | the tax resolution client intake checklist
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this is an inherent difference between direct response marketing and image advertising or branding. in a practical sense, this means that you need to test, track and measure everything you do in your marketing.
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are you on the right side of the desk?

older businessman sitting at desk holding phonecombining media makes your message more effective.

by jassen bowman
tax resolution systems

whenever possible, you want to be speaking to prospects from a superior position. in marketing, this concept is called being on the right side of the desk.

more: one-step vs. two-step marketing | 5 daily tasks for maximum tax resolution profitability | 4 problems with the tax resolution industry | when tax filing season is over, what’s next?
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fortunately, this should be an easy concept for us as professional service providers to understand. we may not put much thought into it, but we are more inclined than most business owners to approach what we do from a position of authority and expertise. it may not sound very profound to you, but it really is what separates a professional from a mere salesman.
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one-step vs. two-step marketing

there’s room for both, but be smart about how you use them.

by jassen bowman
tax resolution systems

the number of steps that a lead must take in order to receive your full marketing message is an important consideration when planning marketing campaigns and media purchases. generally, the more steps that a lead must take in order to enter your marketing funnel is going to increase the quality of your leads, but decrease the quantity.

more: 5 daily tasks for maximum tax resolution profitability | first, you need clients | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity
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for most marketing funnels, you want the process of becoming a prospect to be as simple and easy for the prospect as possible. the matter of one-step versus two-step marketing is largely a matter of media.
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5 daily tasks for maximum tax resolution profitability

to grow your business faster, and operate more efficiently.

jassen bowman, ea, ctr
for solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.

more for pro members:  tax resolution: a lucrative opportunity  |  4 problems with the tax resolution industry | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity

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for the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each. read more →

first, you need clients

small potted plant fertilized with coinsapply systems to your sales funnel.

by jassen bowman
tax resolution systems

if your experience is primarily in the tax return preparation arena, then you are most likely used to the service being what is referred to as a “lay down” sale, meaning you really don’t have to sell.

more: tax resolution: a lucrative opportunity | 4 problems with the tax resolution industry | when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model
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as an optional service that many people just aren’t familiar with as an option, tax resolution actually requires a little bit of sales skills. i think it’s important for you to have a handle on the key benefits that you bring to the table for potential clients.
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4 problems with the tax resolution industry

purple no. 4 billiard ballone of these is actually a violation of tax code.

by jassen bowman
tax resolution systems

tax resolution is the process of negotiating repayment plans and other irs program options on back tax debt. in my opinion, tax resolution is more appropriately called “tax debt collections representation,” since that’s what you’re doing: representing the best interests of your clients in order to get them out of the irs or state tax collections cycle.

more: the tax resolution client intake checklist | 5 reasons your firm training needs nano learning | when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity
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according to the irs, over 14 million americans owe back taxes to the united states treasury as of the end of fy16. millions more owe back taxes to state and local governments.
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the tax resolution client intake checklist

tax resolution client onboarding irs formshow to onboard your new client.

by jassen bowman

upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.

more tax opportunities:  5 reasons your firm training needs nano learning  |  when tax filing season is over, what’s next?  |   how to end the tax revenue roller coaster with a four-season practice model  |   how to turn routine cpe into a new marketing opportunity

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5 reasons your firm training needs nano learning

woman on city train using tabletmobility and repetition are points you may not have considered.

by jassen bowman
tax resolution systems

training employees effectively in our fast-paced, information-saturated world can be a big challenge for business leaders.

more: when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity

 
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in the past, you might have been able to get staff to sit through a three-hour training course without issue. today, accomplishing the same can seem impossible.
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when tax filing season is over, what’s next?

woman ladder binoculars city view outlook vision success climb adobestock_57204649.jpegno 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:

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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.

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