{"id":120059,"date":"2023-11-29t11:55:10","date_gmt":"2023-11-29t16:55:10","guid":{"rendered":"\/\/www.g005e.com\/?p=120059"},"modified":"2024-08-27t17:00:31","modified_gmt":"2024-08-27t21:00:31","slug":"nine-ways-to-use-the-1-20th-tax-client-marketing-rule","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/11\/29\/nine-ways-to-use-the-1-20th-tax-client-marketing-rule\/","title":{"rendered":"nine ways to use the 1\/20th tax client marketing rule"},"content":{"rendered":"

\"\"<\/p>\n

elevate your service beyond tax prep.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

what would happen if you set goals at a higher level?<\/p>\n

the following is restricted to tax return clients only, and can be exceeded by you if you think this goal is too low.
\n<\/span><\/p>\n

more on marketing: <\/b><\/strong>fifteen services a salesperson can sell<\/a> | twelve ways to establish your brand<\/a> | want more tax clients? here\u2019s how<\/a> | seven keys to a complete succession plan<\/a> | the tax effects of buying or selling a business<\/a> | elder care: not sexy, but vital<\/a> | how to guide clients through divorce<\/a> | help clients manage their investments<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

1\/20th<\/sup> rule:<\/strong> to receive additional revenues, target meetings with 1\/20th<\/sup> of your eligible tax preparation clients a year. this is an opportunity to help them and elevate your service beyond the preparation of their tax return. note that you will have to call much more than 1\/20th<\/sup> of your clients to get meetings with 5 percent of them, but it will be well worth the effort.
\n
\nhere\u2019s how this works:<\/p>\n

1. call your clients after tax season and ask them to come in for a consultation.<\/p>\n

2. a suggestion is to call a client in june and tell them you are reviewing their financial situation and feel that they could be helped by a high-value, low-cost consultation to review their asset allocation and goals and make sure they match up \u2013 or a fiscal fitness checkup. mention a fixed amount for an hour and half consultative meeting.<\/p>\n

3. an eligible client excludes school-age children or clients in nursing homes, and possibly someone just filing bankruptcy. actually, the bankrupt client might really need your help in rehabilitating their credit standing and adjusting their spending habits. if they are a longtime client, you could do this on a pro bono basis \u2013 there\u2019s nothing wrong with helping someone every once in a while.<\/p>\n

4. tell them what services are available when they come in to provide you with their tax information as you review their information.<\/p>\n

5. engage your clients and be interested in them. find out what their long-term, and not just financial, goals are. find out who they know that you know or would like to meet.<\/p>\n

6. calling your clients to pass on information creates a bond that you might be able to use later on to help them or yourself.<\/p>\n

7. relate what you do to their job and the company they work for:<\/p>\n