bring some clarity to your next steps.
by sandi leyva
the complete guide to marketing for tax & accounting firms
with 2023 upon us, it’s a good time to take stock of where we stand for the year, plus regroup as needed before the busy season begins. with so many changes in software, politics, tax laws and global standards, it’s pretty easy to feel a little disorganized.
more: five lessons my clients taught me | five tests: how open are you to change? | maybe price isn’t the problem | three thoughts for a quiet morning | the seven-step plan for marketing by spreadsheet | why your social media is a flop | beyond quickbooks: wowing your clients
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here are three steps to help us take stock of our foundational business goals, re-evaluate our big picture and get us centered as we enter this new phase.
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