{"id":26854,"date":"2013-02-25t14:43:21","date_gmt":"2013-02-25t19:43:21","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=26854"},"modified":"2015-04-13t13:20:13","modified_gmt":"2015-04-13t17:20:13","slug":"seven-checklist-secrets-for-turning-tax-season-into-opportunity-season","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/02\/25\/seven-checklist-secrets-for-turning-tax-season-into-opportunity-season\/","title":{"rendered":"seven checklist secrets for turning tax season into opportunity season [pro member exclusive]"},"content":{"rendered":"

use your time with the client to ask about more than just this year’s tax return.
\n<\/strong><\/p>\n

<\/em>by sandi smith, cpa
\naccountant\u2019s accelerator<\/a><\/em><\/p>\n

here are some fast tips to help you make the most out of busy season, which is when you have the highest amount of your clients\u2019 attention all year long.<\/p>\n

more for soloists and small firms:\u00a0\u00a0<\/strong>how to stay energized, upbeat, and thinking bigger through busy season<\/a>\u00a0\u2022 seven ways to wow your prospect<\/a> \u2022 rev up your revenue with these two daily rituals<\/a>\u00a0\u2022 10 tips for creating more energy this tax season<\/a>\u00a0 \u2022 take a cue from venture capitalists: your firm needs a brain trust trinity <\/a>\u00a0\u00a0 \u2022\u00a0\u00a0 accountants, do you know your opportunity number? <\/a>\u00a0\u00a0 \u2022\u00a0 five ideas to overcome client price-sensitivity<\/a>\u00a0\u00a0 \u2022 \u00a0\u00a0 5 mistakes to avoid when seeking new clients<\/a>\u00a0 \u2022\u00a0 3 steps to start running on millionaire time<\/a>\u00a0\u00a0 \u2022\u00a0 the missing ingredient in your marketing that will make all the difference<\/a>\u00a0\u00a0 \u2022\u00a0 on the road to a stress-free life: identify your character strengths<\/a>\u00a0 \u2022<\/em><\/p>\n

1. make a checklist to go through with your prospects during the initial meeting (a\/k\/a “the sales call.”).<\/strong><\/p>\n