We at Universal would like to thank those who responded to the survey we've conducted these past couple of weeks. We are continually gauging and taking measurements on how we can best answer the challenges that all of us face in the Tax Preparation business. We appreciate your time and the interesting insights that were shared. And we would like to share some of the results we received from others like you.
The following, which are not in any particular order, are some of the feedback we received from you.
1. Branching Out
To New Horizons.
One of
the trends we saw with the responses we received is that a greater
portion of you have a full time job, i.e. employed by another company
in the capacity of the financial person in the company (Comptroller,
Accounts Receivable/Payable, Accountant etc.). That the majority were
looking to gather the best information, gain the proper skills and the
know-how to branch out to new horizons. Even for those who had and ran
their own Tax Preparation business, the factor of going to the next
level with revenue, accounts and customers was a call we heard in the
responses. We will
remain at-the-ready on this to help those who want to get that
promotion at work, or change companies, or start their own Paid Tax
Prep business. Even those who have that type of business, and just want
to grow it, we are there for you.
2. An "Ear" To
The Tax Changes.
Many
who responded thanked us for keeping up on the changes on a national
level of what's happening in regards to new laws and requirements of
the federal government on the Tax Preparation profession. It's our
pleasure to be of service to you in these essential matters. Like you,
we are affected by these changes and would like to receive up-to-date
information as well. That is why we "keep our ear to the rail"
and monitor what is coming out of Washington and the IRS. We know this
type of information is invaluable to those in our profession and so we
will continue to commit our time and resources to make those changes
known to you.
3. Business Management Tactics
For those who
have their own business, and for those who are running their own
departments in someone else's business the topic of managing your time,
and your processes of doing things are on your mind. We have some
insight on business management, and how to be successful in the daily
grind of work and how to keep yourself organized and on task. We have
written many articles on this subject, and it is clear we need to keep
this in the forefront for our valued readers. Be looking for more of
these type of articles in the Tax Tips Newsletter.
4. Marketing
Is The Word.
Many
of us may not be known as the marketing genius for our own business. In
fact, for most business owners in and out of Tax Preparation that is
the case. They do well in the Production portion of things (doing the
work of the company) but how to bring in the business... now that is a
different matter. We at Universal have been in your shoes before. We
have put them on, walked around in them, "hooved" ourselves into
business after business. and potential customer after potential
customer. We have years of experience fueling our
Marketing-for-Business efforts. Time-tested, proven ways to get that
needed business coming in your door, or better yet you going in theirs.
We will keep you primed with what works, get you into the mode of
thinking, "Success", and then be your cheer section as you apply these
strategies to build your business.
Stay tuned for articles designed to answer your challenges and what you need answered! We continue to listen to what you have to say and strive to provide timely information to you. Keep an eye out for the next Tax Tips Newsletters that will have the subjects that you requested. If you haven't had the chance to delve deeper into getting the Professional Tax Preparation Designation, don't procrastinate and do it today. No matter if you are an employee or employer, the training you receive will move you to the next level in your career. Find out more by clicking here