Marketing and Starting Up Your Tax Service
While many of us that Prepare Tax Returns have excellent math skills, great organizational skills, and a good understanding of Accounting, Marketing is something that comes less natural to us. These skills are those that make us skilled Tax Preparers, but they can't make us profitable.
Module 7 of the Professional Tax Preparer (PTP) program teaches how to get your business off the ground and how to promote your services.
Effective Marketing
We teach you nine proven techniques for generating business for your Tax Service and how to get the word out. Each of the techniques are taught in detail, outlining a step-by-step approach to generating income.
Our marketing techniques focus on low-cost ways to market your business. You likely don't have a large advertising budget, so we will show you how to get started quicker on a shoestring budget.
Comfortable Interviewing Techniques
Your client interview is key to running a professional, efficient, and profitable tax practice. We teach you how to put the client at ease and gather the information you need effectively and quickly.
There are a lot of good pointers to be taught when it comes to interviewing techniques, but the best way to learn them is by example. The course shows role-play dramatizations to illustrate key points to effective interviewing. It is easier to see what someone else is doing right or where they could improve than it is in our own interactions sometimes.
Profitable Fee Calculations
Many startup businesses hurt their profitability most by not properly paying themselves. You don't have to compete on price.
Many startup businesses hurt their profitability most by not knowing how much to charge and choosing to undercharge for their services. The Professional Tax Preparer Certification gives you fee guidelines that will not only bring you in over $100 per hour in most cases, but also be very competitive so that you're not losing business to the majors.
We'll show you the different methods of charging for your services, and when to charge for each method. This way it's not a guessing game, but a part of your practice you may approached with confidence.
You'll also learn how to earn income on additional services throughout the year to smooth out your income generated.
Getting Started Right
There are a lot of issues to tackle when starting your business, from purchasing equipment to finding a good location (maybe your home is the best location). Other issues that we will teach you to do correctly and save money in the process include:
- Coming up with an effective business name
- Setting up your office
- Choosing the right tax software
- Utilizing the right form of business (sole proprietor, partnership, etc.)
These kinds of business issues can bury a startup company before they even get started. Our instructors have assisted literally hundreds of businesses to get off the ground and avoid the pitfalls that are out there. If a startup business has help in knowing how to avoid them, they are far more likely to be successful. We have that knowledge and teach it in the Professional Tax Preparer course.
Avoiding costly mistakes is worth more than the course all by itself.
For a full description of what is in the Marketing Module, Click HERE.
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The Professional Tax Preparer (PTP) program consists of video instruction, practice books, and manuals.
