Boosting 2022 Profits Starts With Decisions You Make Today

“If you always do what you’ve always done, you’ll always get what you’ve always gotten.” If you were completely satisfied with your 2021 gross receipts, your 2021 net profit, your 2021 clientele, your 2021 hours worked… Then that’s great! Seriously, kudos to you. You found the formula that works for you, and you’re happy with …

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The Complete 30-Day Tax Firm Marketing Challenge

The 30-Day Tax Firm Marketing Challenge isn’t just something you do once and then put behind you. Rather, it’s something you can, and should, revisit periodically and repeat. Each time you do so, you’ll make additional improvements to your online marketing, offline marketing, and practice management. You’ll complete steps you skipped the last time. You’ll …

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Podcast Episode #24: Niche Tax Credits with Randy Crabtree, CPA

  Randy Crabtree, CPA is the co-founder of Tri-Merit Specialty Tax Professionals in Schaumberg, IL. Randy has built a niched tax practice, focused on serving business clients with R&D tax credits, energy efficiency tax credits, and Work Opportunity Tax Credits. In this interview, learn why Randy decided to specialize in this interesting niche, and how …

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What is marketing?

Yesterday, I wrote about growth and expansion in your tax firm. Today, let’s discuss the critical thing you need to have in place in order to execute on most growth and expansion strategies: Marketing. For many accountants, marketing is the pink elephant in the room that they don’t want to talk about. It’s outside their comfort zone, …

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Tax Firm Entrepreneurs & the Entrepreneurial Continuum

There are two types of tax pros that run their own shops: Small business owners and entrepreneurs. What’s the difference, and why does it matter? A small business in our industry, or what I’ll commonly refer to as a tax practice, is forever centered around the tax professional that started the practice continuing to personally deliver services …

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