Education and An Ear to the Grindstone (Part II of II)

Two weeks ago we discussed the items you would need to get you started on the road to being a Tax Advisor to those you do business with during the tax season. We chatted about the tools you will need and the education that you can gain from Universal in the Professional Tax Preparer Certification. Getting the right education is the foundation you need to excel in your own business pursuits, and to be the best benefit to those you serve.

There is a concept in the field of marketing, called guerilla marketing. The essentials behind this type of marketing is to be always on the look out, or keeping your ear to the grindstone for every opportunity to get, place, find, gather, or brand your company’s marketing efforts and information. Anything that will help you out in accomplishing your marketing objectives without compromising the integrity of the company is what you search to do when you are undertaking guerilla marketing tactics.

The same holds true when it comes to being the best Tax Advisor for your contracted clientele. Look for those opportunities where you can get the information you need to be the best. Scour trade periodicals that come out in your area. Seek out those feature stories in newspapers like the Wall Street Journal or the national economic magazines. Just be voracious when it comes to getting that tax information.

If you hear of a tax law that may be coming down through local and federal legislative channels, keep on top of that. Figure out how those potential changes could effect the companies and their business owners. Make them aware of the likelihood of the proposed tax law coming down and the changes that they may feel within their business as a result.

Gather into your tax information coffers and folders what could be a benefit to the business owner if they change this way of doing things or if the bill their projects in such a way that would be most advantageous to paying taxes. Do the research, and be looking for all the breaks that are honest and fair before the IRS.

Why do this? Why go to this extent in providing this type of service to those businesses? Quite simply, when you are truly looking out for the benefit, and for the sake of their company, (a company that they more than likely have built up from scratch with blood, sweat and a few tears) and keep showing how much you are doing for them, they will return your efforts accordingly. It will result in a long-term business relationship that you can bank on month after month, and year after year.

As a Tax Advisor you can make the difference in the operations of the companies you work for. Often times the difference between a dismal failure and a huge success financially could be a day late in filing the right tax papers (with all the consequent fees and levies from the IRS) and you could possibly be the edge they need to keep their doors open. When you keep doing that for businesses in your community, the word is going to get out and you will not be able to handle all the referral business that will come your way from those incredibly satisfied customers of yours. And wouldn’t you like to have that problem?

The best way to keep yourself busy is starting out with the right education. Having a program, that trains you in the intricacies of small business tax preparation as Universal is offering in their Professional Tax Preparer Certification is vital to your education process. You can turn that once per year interaction (and money) into a once per month advising relationship (with the additional money that comes with it!).

Are You Ready For The Next Step?
Be in business for yourself, but not by yourself getting paid what you’re worth! Are you tired of thinking, “Why not me?” You have gotten this far in your search to do what you want to in your chosen career, take the next step. The time is now to be able to get the training and the change you desire in your professional life. Click here to find out if Professional Tax Preparation Certification is a fit for you.

Be the Profit Expert Professional for Small Business! Don’t hesitate another day in getting the Accounting and Marketing Training that makes the difference. Click here to get more information on what you need to know about becoming the Profit Center Expert for small business accounting and tax!