Category: Get More Tax Clients

Why I Nuked My Twitter Account

If you’re one of the few people that followed me on Twitter, you may have noticed that my Twitter profile has been wiped clean.

As in, totally obliterated.

Don’t believe me? See for yourself.

I can hear the collective gasp now. How could he do such a thing? This is bird abuse!

Let me outline five simple reasons why I decided to do this:

  1. I hate social media, and always have. Since the dawn of MySpace, I have hated social media with a passion. I’ve always found it to be a complete waste of time, a false substitute for genuine human interaction, and an utter annoyance and intrusion into my life. I consider social media to be the worst thing to ever come out of the Internet boom. Thus, when I saw other simple indicators telling me that Twitter was no longer relevant for communication with the people I care about communicating with, it was easy to pull the plug.
  2. I’ve been testing Twitter ads, and they suck. As a marketing guy first and foremost, I believe in testing extensively before making a decision about the utility of a marketing medium. I’ve been testing Twitter ads on and off for about 18 months, and despite my best testing, tweaking, and targeting, I just can’t get them to yield results. So, I’m done throwing good money after bad. No advertising, no need for a profile
  3. Tweet engagement is super weak sauce. For the past 10 months, I’ve been “engaging” on the major social platforms — Facebook, LinkedIn, Twitter. I bought a social media management software system, loaded it up with thousands of things to post, and monitored conversations. I replied where I could, tried to be helpful to folks, did the liking and retweeting. I followed the right people, and maintained a healthy ratio of
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10 Things You Need to Consider When Creating Your Tax Firm Content Marketing Strategy

Having a strategy behind the content marketing for your tax firm determines whether or not you will be successful. Rather than simply posting content when the time seems right, a strategy allows us to create a concept, execute a plan, and measure whether or not that strategy is achieving results.

Here are ten of the most important components of your content marketing strategy.

1. Determine Your Goals
Goals help you bring your business forward. When you lay out clear objectives for your firm’s content marketing strategy, you can continue to push your business to reach new heights.

Take a moment to think about what you want your content marketing to accomplish. Is it an SEO play? An engagement mechanism for your existing clients? A follow up touch to your prospects?

While you’re probably sitting there thinking that you want all of those things to happen, you need to focus in on the most important. If you’re not attracting any visitors to your website, your content marketing plan may be to get new traffic for lead generation. If you’re bringing traffic but they’re not opting in as a lead, your goal may be to convert more visitors to leads. Think about what your business needs and craft goals around your unique position.

When creating your goals, you want them to be clear and measurable. Set a deadline, a number, and make it realistic.

2. Know Your Audience
After you’ve determined what your goals are, think about who your target audience is. Just like wanting to accomplish all the goals, you may believe that your target audience is everyone and anyone. But while you may think this thought process will include any individual that comes your way, you’re actually making it more difficult to pull in new clients.

Take a moment to think about who your ideal … Continue reading

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New Year, New Tax Season Marketing Plan

Today’s post is short, simple, and to the point: In order to achieve your best tax season ever, you need to focus very specifically, for several hours each week, on the following tasks:

  1. Get last year’s customers to come back this year. This is best achieved by regularly connecting with your clients.
  2. Get old prospects, no-shows, and cancelled appointments to come in this year (read this post on follow up marketing.)
  3. Fire your worst clients that you don’t want coming back this year.
  4. Get customers from previous years that did not return in 2016 to come back in 2017. Data mine through your old tax files to compile this list, then use either the prospect or client marketing techniques referenced above with them.
  5. Get referrals from existing customers.
  6. Find brand new customers through multiple streams of prospecting. See the Tax Practice Daily Marketing Checklist for a good starting point.

The setup process for all of the above items will take between 5 and 20 man-hours, largely depending upon the level of computerization of your client records. Weekly maintenance of the above marketing plan (you did recognize this as a marketing plan, right?) will take approximately one hour per day, sometimes less, depending on your goals.

Finding a few hours each week, even during the heat of tax season, is easy — don’t tell me it can’t be done. The most successful tax preparation businesses in the country manage their tax practices using the above marketing plan in one form or another. Just a few extra hours of your time each week is all it takes to literally adds tens of thousands of dollars to your bottom line for tax season.

The best time to do the setup work, which is the most laborious part, is RIGHT NOW — before the first peak … Continue reading

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