Tax & Accounting Blog

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More

6 Emails You Must Send to Remain Top of Mind and Earn More (New) Business

6 Emails You Must Send to Remain Top of Mind and Earn More (New) Business

Sending out marketing emails on a regular basis is a great way to nurture prospects and clients and keep them thinking about your business. But merely sending out a slew of mass emails is not going to help you gain credibility, build trust and earn more business. “Emails are a cost-effective way to stay top of mind with … Read More

What Football Season Has in Common with CPA Firm Marketing

What Football Season Has in Common with CPA Firm Marketing

Hooray! Football Season is right around the corner. For NFL and college football teams, the Labor Day weekend represents the final days to practice before the season officially kicks off, with each team striving for a winning streak. But did you know that the start of football season coincides with another season, pertinent to CPA … Read More

The 4 Secrets to Forging a Strong Rapport With Prospects, Instantly

The 4 Secrets to Forging a Strong Rapport With Prospects, Instantly

(Spoiler alert: It’s all about the “ask”.) Whether you sell professional services to executives and high net worth individuals or widgets to consumers, it is absolutely vital to instantly establish and maintain a strong rapport with prospects. You have to get them to know, like and trust you. Quickly. You have to make an emotional connection. Bond … Read More