Tax & Accounting Blog

3 More Tips for Nurturing Prospect Relationships Via Email

3 More Tips for Nurturing Prospect Relationships Via Email

In my last post, I offered the first three keys to establishing a rapport with your prospects using email marketing strategies. I called it “e-rapport” because it is a different animal than the kind of rapport that traditional sales professionals are trained to develop during face-to-face meetings and networking events. I talked about … Read More

3 Keys to Cultivating Prospect Relationships Using Email

3 Keys to Cultivating Prospect Relationships Using Email

In one of my previous posts, I talked about the secret to forging a strong, instantaneous rapport with prospects. That article focused mostly on the right questions to ask a new prospect at your initial meeting. Today’s post focuses on cultivating prospect relationships using the methodology that many businesses employ when they can’t meet with … Read More

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

Understanding your clients’ needs is crucial to tailoring your products so they’re getting the most effective solutions but it can be challenging to ask the right questions. Jumping in feet first by asking the right questions can make a big splash. Here are four types of questions to ask when cultivating relationships with prospects. Reflective, … Read More

Getting Everyone on Board

Getting Everyone on Board

Whether you’re replacing a staff member, bringing on seasonal help or expanding your practice, it’s important to make sure every new employee has all the necessary skills to succeed. Unfortunately, not every firm appreciates the value of a strategic onboarding plan or how critical it is to provide ongoing training to team members. “The vast … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Why Accountants Count

Why Accountants Count

We know you’re more than just accountants and tax preparers—you’re the experts on what your clients need. You’re advisors, strategists and mentors. You’re partners at your firm and with your clients, and leaders in your profession and community. Some tax preparation providers seem to think that software can replace tax professionals. I don’t buy it—and … Read More