{"id":52944,"date":"2017-10-15t10:35:17","date_gmt":"2017-10-15t14:35:17","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52944"},"modified":"2017-12-13t12:45:16","modified_gmt":"2017-12-13t17:45:16","slug":"use-checklists-manage-tax-firm","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/10\/15\/use-checklists-manage-tax-firm\/","title":{"rendered":"seven essential checklists for getting new tax clients"},"content":{"rendered":"
<\/a>don’t let marketing be an afterthought. by jassen bowman<\/i> in an ideal world, every business day would feel like the movie “groundhog day.”<\/p>\n more:<\/b> checklists for your tax resolution office setup<\/a> | the ins and outs of hiring and firing<\/a> | market to your ideal clients<\/a> | one-step vs. two-step marketing<\/a> | tax resolution: a lucrative opportunity<\/a> | 5 reasons your firm training needs nano learning<\/a> the same things would happen at the same times, day in and day out. your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks. in addition, many procedures required for running an efficient tax office don\u2019t necessarily fall into a particular work flow. they are items that occur at either infrequent or unscheduled intervals. however, they are still items that require a written process. these are processes that your staff should all know exist, even if they are outside the scope of their particular job description.<\/p>\n use the following as a starting point for drilling down into more detailed checklists:<\/p>\n upon returning from lunch<\/strong><\/p>\n use the following sub checklist when you return from lunch:<\/p>\n at the end of the day<\/strong><\/p>\n use the following sub checklist when you end your day (either at the end of the workday or just before bed):<\/p>\n the tax resolution goals checklist is where we \u201cbegin with the end in mind\u201d (first of stephen covey\u2019s “seven habits”). it is important to start every day by reviewing your goals for a number of reasons:<\/p>\n the tax resolution daily marketing checklist is there to ensure that we accomplish the single most important thing we can do all day: marketing to obtain new leads. it reminds us that we are not really in the accounting, legal or tax business, but rather in the business of marketing tax services. all of our training, university education, certifications, etc., are utterly worthless if we have no clients to service. in addition, by focusing on marketing at the start of each day, we ensure that it gets done, rather than us realizing it\u2019s 8 p.m. and we haven\u2019t done marketing for the day. placing this priority on marketing also eliminates the boom and bust cycles that most practitioners experience.<\/p>\n the daily marketing checklist also serves one other very important function: long-term prospect and client followup. when we generate a lead that doesn\u2019t hire us immediately, that lead is approximately six times more valuable to us than a cold tax lien on a raw mailing list. we implement a long-term touch program to nurture this lead into a client, and we also do the same thing with existing clients to keep them coming back for our additional services.<\/p>\n there are five more related checklists that we’ll discuss:<\/p>\n
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\ntax resolution systems<\/i><\/a><\/p>\n
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\nwhile this will obviously never actually happen, the most profitable tax firms put systems in place to get as close as they can. much of this has to do with prioritization and time blocking \u2013 both of which can be driven by your overarching daily or weekly tax firm checklist.<\/p>\ntax practice daily checklist<\/h3>\n
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tax practice daily checklist overview<\/h3>\n
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