{"id":49171,"date":"2016-06-11t05:00:03","date_gmt":"2016-06-11t09:00:03","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49171"},"modified":"2020-08-19t19:33:56","modified_gmt":"2020-08-19t23:33:56","slug":"adopt-a-marketing-mindset","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/","title":{"rendered":"adopt a marketing mindset for tax services"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-78828\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy.jpeg\" alt=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\" width=\"850\" height=\"579\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy.jpeg 850w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-300x204.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-600x409.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-424x289.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-768x523.jpeg 768w\" sizes=\"auto, (max-width: 850px) 100vw, 850px\" \/><\/p>\n<p><strong>four ways to identify candidates for cross-selling.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><\/p>\n<p>the average tax return client thinks of accountants as being mainly involved in taxes. also, an accounting firm\u2019s largest volume of clients is usually for tax return services. therefore, a good part of the public image of your firm must come from the tax department.<\/p>\n<blockquote><p><b>more:<\/b>\u00a0<a href=\"\/\/www.g005e.com\/2020\/07\/22\/when-time-based-pricing-works\/\">when time-based pricing works<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/07\/15\/keep-clients-from-outgrowing-you\/\">the clients that got away<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/06\/24\/upselling-made-painless\/\">upselling made painless<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/06\/10\/boosting-a-fixed-fee-substantially\/\">boosting a fixed fee substantially<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/05\/20\/creative-ways-to-retain-staff\/\">creative ways to retain staff<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/04\/29\/advertising-to-law-firms-and-medical-practices\/\">what cpas can learn from lawyers and doctors<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/04\/22\/advising-cheapskates\/\">advising cheapskates<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/04\/01\/getting-bonuses-from-clients\/\">getting bonuses from clients<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/03\/05\/be-an-accountant-not-a-salesperson-for-other-things\/\">be an accountant, not a salesperson for other things<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/02\/12\/the-client-doesnt-always-know-if-they-really-want-to-sell\/\">when clients don\u2019t know<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/08\/19\/creating-a-cross-selling-culture\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/p><\/blockquote>\n<p>the tax department must be involved in:<\/p>\n<ul>\n<li>strengthening the firm\u2019s brand\u00a0and\u00a0name recognition,<\/li>\n<li>getting publicity and<\/li>\n<li>introducing tax return clients to additional services.<\/li>\n<\/ul>\n<p>unfortunately, many accounting firms provide very little guidance or training in this area.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/#more-49171\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f06%2f11%2fadopt-a-marketing-mindset%2f&amp;t=adopt+a+marketing+mindset+for+tax+services'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2016%2f06%2f11%2fadopt-a-marketing-mindset%2f&amp;title=adopt+a+marketing+mindset+for+tax+services&amp;summary=%0d%0a%0d%0afour+ways+to+identify+candidates+for+cross-selling.%0d%0a%0d%0aby+ed+mendlowitz%0d%0a%0d%0athe+average+tax+return+client+thinks+of+accountants+as+being+mainly+involved+in+taxes.+also%2c+an+accounting+firm%e2%80%99s+largest+volume+of+clients+is+usually+for+tax+return+services.+therefore%2c+a+good+part+of+the+public+image+of+your+firm+must+co'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2016%2f06%2f11%2fadopt-a-marketing-mindset%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20adopt%20a%20marketing%20mindset%20for%20tax%20services&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\" title=\"email this: adopt a marketing mindset for tax services \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-78828\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy.jpeg\" alt=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\" width=\"850\" height=\"579\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy.jpeg 850w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-300x204.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-600x409.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-424x289.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/06\/woman-and-business-strategy-depositphotos_19347995_xl-2015-850w-copy-768x523.jpeg 768w\" sizes=\"auto, (max-width: 850px) 100vw, 850px\" \/><\/p>\n<p><strong>four ways to identify candidates for cross-selling.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><\/p>\n<p>the average tax return client thinks of accountants as being mainly involved in taxes. also, an accounting firm\u2019s largest volume of clients is usually for tax return services. therefore, a good part of the public image of your firm must come from the tax department.<\/p>\n<blockquote>\n<p><b>more:<\/b>\u00a0<a href=\"\/\/www.g005e.com\/2020\/07\/22\/when-time-based-pricing-works\/\">when time-based pricing works<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/07\/15\/keep-clients-from-outgrowing-you\/\">the clients that got away<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/06\/24\/upselling-made-painless\/\">upselling made painless<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/06\/10\/boosting-a-fixed-fee-substantially\/\">boosting a fixed fee substantially<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/05\/20\/creative-ways-to-retain-staff\/\">creative ways to retain staff<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/04\/29\/advertising-to-law-firms-and-medical-practices\/\">what cpas can learn from lawyers and doctors<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/04\/22\/advising-cheapskates\/\">advising cheapskates<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/04\/01\/getting-bonuses-from-clients\/\">getting bonuses from clients<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/03\/05\/be-an-accountant-not-a-salesperson-for-other-things\/\">be an accountant, not a salesperson for other things<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2020\/02\/12\/the-client-doesnt-always-know-if-they-really-want-to-sell\/\">when clients don\u2019t know<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/08\/19\/creating-a-cross-selling-culture\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/p>\n<\/blockquote>\n<p>the tax department must be involved in:<\/p>\n<ul>\n<li>strengthening the firm\u2019s brand\u00a0and\u00a0name recognition,<\/li>\n<li>getting publicity and<\/li>\n<li>introducing tax return clients to additional services.<\/li>\n<\/ul>\n<p>unfortunately, many accounting firms provide very little guidance or training in this area.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/#more-49171\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f06%2f11%2fadopt-a-marketing-mindset%2f&amp;t=adopt+a+marketing+mindset+for+tax+services'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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\/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2016%2f06%2f11%2fadopt-a-marketing-mindset%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20adopt%20a%20marketing%20mindset%20for%20tax%20services&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\" title=\"email this: adopt a marketing mindset for tax services \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120,1906],"tags":[79],"class_list":["post-49171","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","category-tax-practice","tag-marketing","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>adopt a marketing mindset for tax services - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"adopt a marketing mindset for tax services - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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