{"id":26854,"date":"2013-02-25t14:43:21","date_gmt":"2013-02-25t19:43:21","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=26854"},"modified":"2024-11-26t12:20:53","modified_gmt":"2024-11-26t17:20:53","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":"<p><strong>use your time with the client to ask about more than just this year&#8217;s tax return.<br \/>\n<\/strong><\/p>\n<p><em><\/em><em>by sandi smith, cpa<br \/>\n<a href=\"http:\/\/www.1shoppingcart.com\/app\/?af=1296374\" target=\"_blank\" rel=\"noopener\">accountant\u2019s accelerator<\/a><\/em><\/p>\n<p>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<p style=\"padding-left: 30px;\"><em><strong>more for soloists and small firms:\u00a0\u00a0<\/strong><a title=\"permanent link to: how to stay energized, upbeat, and thinking bigger through busy season\" href=\"\/\/www.g005e.com\/2013\/02\/15\/how-to-stay-energized-upbeat-and-thinking-bigger-through-busy-season\/\">how to stay energized, upbeat, and thinking bigger through busy season<\/a>\u00a0\u2022 <a title=\"permanent link to seven ways to wow your prospect\" href=\"\/\/www.g005e.com\/2013\/02\/09\/seven-ways-to-wow-your-prospect\/\" rel=\"bookmark\">seven ways to wow your prospect<\/a> \u2022 <a title=\"permanent link to: rev up your revenue with these two daily rituals\" href=\"\/\/www.g005e.com\/2013\/01\/30\/rev-up-your-revenue-with-these-two-daily-rituals\/\">rev up your revenue with these two daily rituals<\/a>\u00a0\u2022 <a title=\"permanent link to: 10 tips for creating more energy this tax season\" href=\"\/\/www.g005e.com\/2013\/01\/23\/10-tips-for-more-energy-this-tax-season\/\">10 tips for creating more energy this tax season<\/a>\u00a0 \u2022 <a title=\"permanent link to: take a cue from venture capitalists: your firm needs a brain trust trinity\" href=\"\/\/www.g005e.com\/2013\/01\/09\/take-a-cue-from-venture-capitalists-your-firm-needs-a-brain-trust-trinity\/\">take a cue from venture capitalists: your firm needs a brain trust trinity <\/a>\u00a0\u00a0 \u2022\u00a0\u00a0 <a title=\"permanent link to: accountants, do you know your opportunity number?\" href=\"\/\/www.g005e.com\/2012\/12\/22\/accountants-do-you-know-your-opportunity-number\/\">accountants, do you know your opportunity number? <\/a>\u00a0\u00a0 \u2022\u00a0 <a title=\"permanent link to: five ideas to overcome client price-sensitivity\" href=\"\/\/www.g005e.com\/2012\/12\/13\/ss-5-ideas-to-reduce-client-price-sensitivity-just-in-time-for-busy-season\/\">five ideas to overcome client price-sensitivity<\/a>\u00a0\u00a0 \u2022 \u00a0\u00a0 <a title=\"permanent link to: 5 mistakes to avoid when seeking new clients\" href=\"\/\/www.g005e.com\/2012\/09\/30\/5-mistakes-to-avoid-when-seeking-new-clients\/\">5 mistakes to avoid when seeking new clients<\/a>\u00a0 \u2022\u00a0 <a title=\"permanent link to: 3 steps to start running on millionaire time\" href=\"\/\/www.g005e.com\/2012\/10\/06\/3-steps-to-start-running-on-millionaire-time\/\">3 steps to start running on millionaire time<\/a>\u00a0\u00a0 \u2022\u00a0 <a title=\"permanent link to: the missing ingredient in your marketing that will make all the difference\" href=\"\/\/www.g005e.com\/2012\/10\/12\/the-missing-ingredient-in-your-marketing-that-will-make-all-the-difference\/\">the missing ingredient in your marketing that will make all the difference<\/a>\u00a0\u00a0 \u2022\u00a0 <a title=\"permanent link to: on the road to a stress-free life: identify your character strengths\" href=\"\/\/www.g005e.com\/2012\/10\/20\/on-the-road-to-a-stress-free-life-identify-your-character-strengths\/\">on the road to a stress-free life: identify your character strengths<\/a>\u00a0 \u2022<\/em><\/p>\n<p><strong>1. make a checklist to go through with your prospects during the initial meeting (a\/k\/a &#8220;the sales call.&#8221;).<\/strong><\/p>\n<ul>\n<li>this is the time to find out what your prospects need and why they might be switching accounting service providers.\u00a0 you can get your hands around the scope of a clients\u2019 needs best when you use a checklist.<\/li>\n<\/ul>\n<p>some example entries could be: <a href=\"\/\/www.g005e.com\/2013\/02\/25\/seven-checklist-secrets-for-turning-tax-season-into-opportunity-season\/#more-26854\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>use your time with the client to ask about more than just this year&#8217;s tax return.<br \/>\n<\/strong><\/p>\n<p><em><\/em><em>by sandi smith, cpa<br \/>\n<a href=\"http:\/\/www.1shoppingcart.com\/app\/?af=1296374\" target=\"_blank\" rel=\"noopener\">accountant\u2019s accelerator<\/a><\/em><\/p>\n<p>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<p style=\"padding-left: 30px;\"><em><strong>more for soloists and small firms:\u00a0\u00a0<\/strong><a title=\"permanent link to: how to stay energized, upbeat, and thinking bigger through busy season\" href=\"\/\/www.g005e.com\/2013\/02\/15\/how-to-stay-energized-upbeat-and-thinking-bigger-through-busy-season\/\">how to stay energized, upbeat, and thinking bigger through busy season<\/a>\u00a0\u2022 <a title=\"permanent link to seven ways to wow your prospect\" href=\"\/\/www.g005e.com\/2013\/02\/09\/seven-ways-to-wow-your-prospect\/\" rel=\"bookmark\">seven ways to wow your prospect<\/a> \u2022 <a title=\"permanent link to: rev up your revenue with these two daily rituals\" href=\"\/\/www.g005e.com\/2013\/01\/30\/rev-up-your-revenue-with-these-two-daily-rituals\/\">rev up your revenue with these two daily rituals<\/a>\u00a0\u2022 <a title=\"permanent link to: 10 tips for creating more energy this tax season\" href=\"\/\/www.g005e.com\/2013\/01\/23\/10-tips-for-more-energy-this-tax-season\/\">10 tips for creating more energy this tax season<\/a>\u00a0 \u2022 <a title=\"permanent link to: take a cue from venture capitalists: your firm needs a brain trust trinity\" href=\"\/\/www.g005e.com\/2013\/01\/09\/take-a-cue-from-venture-capitalists-your-firm-needs-a-brain-trust-trinity\/\">take a cue from venture capitalists: your firm needs a brain trust trinity <\/a>\u00a0\u00a0 \u2022\u00a0\u00a0 <a title=\"permanent link to: accountants, do you know your opportunity number?\" href=\"\/\/www.g005e.com\/2012\/12\/22\/accountants-do-you-know-your-opportunity-number\/\">accountants, do you know your opportunity number? <\/a>\u00a0\u00a0 \u2022\u00a0 <a title=\"permanent link to: five ideas to overcome client price-sensitivity\" href=\"\/\/www.g005e.com\/2012\/12\/13\/ss-5-ideas-to-reduce-client-price-sensitivity-just-in-time-for-busy-season\/\">five ideas to overcome client price-sensitivity<\/a>\u00a0\u00a0 \u2022 \u00a0\u00a0 <a title=\"permanent link to: 5 mistakes to avoid when seeking new clients\" href=\"\/\/www.g005e.com\/2012\/09\/30\/5-mistakes-to-avoid-when-seeking-new-clients\/\">5 mistakes to avoid when seeking new clients<\/a>\u00a0 \u2022\u00a0 <a title=\"permanent link to: 3 steps to start running on millionaire time\" href=\"\/\/www.g005e.com\/2012\/10\/06\/3-steps-to-start-running-on-millionaire-time\/\">3 steps to start running on millionaire time<\/a>\u00a0\u00a0 \u2022\u00a0 <a title=\"permanent link to: the missing ingredient in your marketing that will make all the difference\" href=\"\/\/www.g005e.com\/2012\/10\/12\/the-missing-ingredient-in-your-marketing-that-will-make-all-the-difference\/\">the missing ingredient in your marketing that will make all the difference<\/a>\u00a0\u00a0 \u2022\u00a0 <a title=\"permanent link to: on the road to a stress-free life: identify your character strengths\" href=\"\/\/www.g005e.com\/2012\/10\/20\/on-the-road-to-a-stress-free-life-identify-your-character-strengths\/\">on the road to a stress-free life: identify your character strengths<\/a>\u00a0 \u2022<\/em><\/p>\n<p><strong>1. make a checklist to go through with your prospects during the initial meeting (a\/k\/a &#8220;the sales call.&#8221;).<\/strong><\/p>\n<ul>\n<li>this is the time to find out what your prospects need and why they might be switching accounting service providers.\u00a0 you can get your hands around the scope of a clients\u2019 needs best when you use a checklist.<\/li>\n<\/ul>\n<p>some example entries could be: <a href=\"\/\/www.g005e.com\/2013\/02\/25\/seven-checklist-secrets-for-turning-tax-season-into-opportunity-season\/#more-26854\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1345,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":[2303,5,3120],"tags":[79,216,77],"class_list":["post-26854","post","type-post","status-publish","format-standard","hentry","category-tax-season","category-outlook","category-pro-member-exclusive","tag-marketing","tag-sales","tag-tax-season","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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