30-Day Tax Firm Marketing Challenge: Day 9

Today we’ve got another day of quick and easy challenges for you. Within the next couple days, however, expect them to start getting a bit more complicated, since now is the ideal time of year to be embarking on new marketing initiatives.
Online Marketing
Update your online profile photo.
Estimated time: 2-3 minutes
How old is the professional photo you utilize on social media and other sites? If you’re like most people, it’s significantly outdated.
Your profile photo really should reflect what you currently look like. This helps avoid any confusion or misperception when prospects and colleagues meet you.
I’m probably one of the most egregious offenders out there in this department. My LinkedIn photo, for example, is a full decade old.
Fortunately, it’s pretty easy to keep this photo up to date these days, no professional photographer needed. The fact of the matter is that the camera on most smartphones takes better photos than the camera used to take my professional photo all those years ago.
So clean up your desk or pick a decent spot in the office, and have somebody snap that new headshot and get it online. Click, tap, done.
Offline Marketing
Cold call ONE long lost client.
Estimated time: 5 to 10 minutes
We’ve all had clients that dropped off the face of the Earth, and we know not why.
Think about the past year or two. Have you had a good client that just stopped using your services?
Pick up the phone and give them a call. Just have an honest conversation. Try to find out if there was something you did or didn’t do that caused them to leave. Who did the switch to?
These kinds of calls can be a bit anxiety inducing, for sure. But the information we gain from them is not only helpful to us as practitioners, but an opportunity to recapture lost clients.
Practice Management
Determine the available data entry automation options for your tax software.
Estimated time: 10-15 minutes
When I set up shop to do tax returns back in 2015, one of the most important deciding factors in my choice of software had to do with data entry. Having spent so long running a virtual, paperless practice, the last thing I wanted to do was drown myself in paper and spend countless hours doing data entry.
That’s why I went with the combination of Drake and GruntWorx. Yes, there is a per-return cost associated with using GruntWorx, but I just passed it on to the client.
Regardless of what tax prep software you use, there’s most likely a data entry automation solution for it. Spend some time on your vendor’s website or searching on Google and find out what your options are. No need to make a decision at this point, simply acquire some information regarding workflow and costs, and then let it simmer in your brain for a week or two.