Archive for the 'Marketing' Category

Build Your Practice and Write-off a Business Expense, All in One Day!

Published under Growing Your Practice, Marketing

Tax DeductionLast week we suggested you purchase a last-minute gift for yourself: the Universal Practice Builder program.  For those of you too busy to take advantage of that offer, we extend it through today, reminding tax professionals that anything purchased for the betterment of your business will be tax deductible this year, as long as you enroll by December 31st.

Marketing on Steroids

We understand that tax professionals are generally not marketing gurus.  Why would you be?  Your job is to stay current in tax code and help clients reduce their liability as much as possible.  But if you don’t market your services, you’re not likely to have a very solid client base, nor will you have the work required to make enough money to sustain your practice year-round.

The Universal Practice Builder (UPB) program will equip you with all the marketing tools necessary to build a thriving tax practice.  In fact, following the completion of this course you can become the premier tax practice in your area.

To share this priceless information we developed the Universal Practice Builder Program, otherwise known as Marketing on Steroids.  Here’s just a sampling of what you will gain from enrolling in this phenomenal program:

  • A guarantee of $30,000 in new annualized billings in only 12 months
  • The skills to become a Profit Expert for each of your clients
  • 12 marketing strategies that you can implement immediately
  • A process which can produce 15 to 25 qualified leads per month
  • 3 months of coaching via telephone and Internet
  • Training on a computerized database tracking program
  • A presentation DVD to show potential clients
  • Training to use QuickBooks to attract more clients
  • Access to a plan proven to help retain clients

And if you enroll by the end of today, your fee will be tax deductible!

Attend a Special UPB Workshop

Not only that, but if you choose, you can also attend our special Universal Practice Builder Workshop in Salt Lake City, January 2009.  There you can listen to the experts and ask questions that will enable them to personalize the training for you and your business.

Here’s what other attendees have said about the workshop:

Very impressed. I thought the seminar was very well done and the people from UAC seem to really care about your future success. I really enjoyed it! Once I got here I realized how worthwhile it was. If you’re not a marketing guru then I highly recommend it. - David A.

Great ideas. Everyone works hard for good results. Great marketing & sales team. I wished I had these people on my team! Although I have an MBA, everything taught is right on target & very well presented. Thank you very much. - C.O. Davis

Words simply cannot express how much I learned and how much I enjoyed the UPB workshop. I left SLC yesterday feeling an amazing empowerment, knowing that the process of building my accounting practice has only just begun and that the sky is the limit. With the excellent guidance, advice, and education I received this past weekend, I now feel ready to take on the task of building the best accounting practice that I possibly can (and as quickly as I can, too!). Meeting the other participants was also an inspiration. Thanks for an amazing experience and event that was definitely, without a doubt, the best use of my weekend. - Jessica R.S.

Truly appreciated attending. It was immensely informative and first-class all the way! Thank you to all of the staff and thank you Allen!!! - Mary P.

Enroll Now!

When you enroll today, not only do you take advantage of another tax deduction for your business, but you also will receive our free gift, QuickBooks Made Profitable.  This simple program will teach you how to develop a QuickBooks expertise that will enable you to increase your service offerings, attract new clients, and grow your business even more!  Doing so will make your practice more valuable to current and prospective clients.  There’s no time like the present, or December 31st, to take advantage of last-minute tax savings.  Enroll in the Universal Practice Builder program today!

You Still Have Time to Get One Last Present…for Yourself…

Gift of MoneyYou know the feeling.  You’re sitting at home on Christmas Eve, ready to enjoy the holiday, when you remember that you’ve forgotten a very important present for a very important person.  It’s too late to order over the internet, and you can’t procrastinate any longer, so you brave the winter weather and join the throngs of other shoppers who have also been a tad forgetful.

Our intention here isn’t to guilt you into driving to the mall today.  In fact, we hope you’ll stay right where you are, comfortably reading this article.  We also hope that you’ll think of that one person for which you haven’t yet purchased a present.  That one person who deserves a gift so grand it will make 2009 more enjoyable, more exciting, and more lucrative than ever!  Who are we talking about?  You, of course!

The Gift of Profitability

It would be silly of us to ask if you would like your business to become more profitable.  Of course you would!  What business owners wouldn’t want to grow their practices using proven marketing techniques designed to help them secure high-quality clients?  Crazy ones!  You, on the other hand, are only crazy about your business, intent on seeing it become as successful as possible.  That’s why you need to give yourself the gift of profitability this year.

UAC’s Universal Practice Builder program is targeted for those business owners who want to hone their marketing practices and see genuine profitability as a result.  You realize that you only have so much time, and any time you spend marketing must be effective.  The strategies and techniques you use must bring new clients through your door.  Otherwise you’re wasting valuable time you could instead use to bill clients for performing your valuable services.

The Universal Practice Builder course will train you in 12 promotional techniques that will appeal to your target market!  Not only that, but this training will enable you to produce 15 to 25 qualified leads per month.  In no time at all, you’ll either need to hire employees to help with the work load, or you’ll have to turn potential clients away!  With such an incredible demand for your services, you can charge even more money and maintain a client roster full of high-end clients.

You’ll also learn valuable presentation skills you can use in client-generating seminars that will demonstrate your expertise while creating even more interest in your practice.  Imagine becoming the premier tax preparer in your area!  It can be done if you purchase this one present for yourself today.

Enroll now and you could also attend a live Universal Practice Builder workshop in Salt Lake City this January.  There you can learn from the masters who will provide individual direction in how you can cater this program to your personal situation and personality.

One Astounding Guarantee and Our Free Gift for Enrolling

We guarantee that when you correctly apply the principles learned through the Universal Practice Builder program, you will earn an additional $30,000 in annualized billings in just 12 months!  That’s 17 times the cost for this course.  Talk about a healthy ROI!  This isn’t just a present-it’s a serious increase in your salary.

Also, when you enroll today, we’ll add QuickBooks Made Profitable, a program designed to show you how to use your QuickBooks expertise to bring in even more clients.  Not only will you learn how to better market your skills, but you’ll increase your service offerings in order to attract more clients that can keep you busy year-round and not just during tax season.

Testimonials of Others Who Treated Themselves to a More Profitable Practice

The following individuals are enjoying all the benefits this program offers.  But don’t just take our word for it; read what they have to say:

Excellent company. The people really care about their students. I really feel they want to see their students succeed. It is a pleasure to do business with UAC. This was an excellent workshop. There was a lot of quality material presented by some excellent and sometimes even funny instructors. I walked in with no plans and walked out with a special plan of action to help market and grow my practice to the next level. -  Pete M.

I was very impressed and thankful I decided to attend. Lots of great information to take and implement in my practice. Watching the DVD’s was wonderful but attending the seminar was phenomenal. - Diane H.

Universal Accounting is dedicated to my success and is evident by their dedication to teaching me the tools I must have to develop my business. The staff made sure when I left the seminar that I was prepared and comfortable with moving ahead with business development. - Gary R.F.

UAC is the premier trainer of the accountants of the future. They truly understand how to differentiate their clients from the average accountants. To be honest, I don’t want anyone in my area to know about UAC. I think the information provided will truly separate my services from 95% of my competition. - Magnus E.

2009 is around the corner.  Don’t you want it to be your most profitable year yet?  When you enroll in the Universal Practice Builder program, you are taking all the steps necessary to grow your practice to become the premier tax firm in your area.  Get yourself the gift that will keep on giving you and your family a more profitable future.

Happy Holidays, from Universal!

Securing Referrals (Part Two of a Two-Part Series)

Step Two: Approaching Clients for Referrals

Only after your clients have experienced your stellar services can you approach them for referrals.  Last week we talked about providing quality customer service to your clients in order for them to truly appreciate your business. Until you are certain clients are happy with your services, you should not approach them for referrals.  You don’t want to compromise an already delicate relationship.

Once you have a handful of pleased clients, select one of the following approaches in asking them for referrals:

1. Request feedback

One subtle method for requesting referrals can accompany your request for valuable client feedback.  Give your clients a survey on which they can respond to the quality of your services, explaining what they appreciate and what they would like you to improve.  If clients are especially satisfied with your work, this can be a good time to request, at the bottom of the survey, a list of individuals they know who might also benefit from your services.

2. Use a sales letter

If you distribute a newsletter for your business, this would be a great place to request referrals in a very casual way.  If you don’t currently distribute a newsletter, you may consider sending all your current clients a sales letter where you detail your services and offer a seasonal offer or special deal.  Again, at the bottom you can include a request for referrals.

3. Ask directly

Business lunches are a great way to show your clients appreciation.  It’s also a good setting for requesting referrals.  It’s important to remember that your approach should never be pushy or aggressive.  Take the time to chat with your clients, showing genuine concern and interest as you talk casually.  At some point the conversation should turn to business, and as the end of your meal nears you should make the request.  Consider a casual request, such as, “Is there anyone you know of who might also benefit from my services?”  If your client’s response is positive, ask if you could invite the client and his/her friend(s) to another lunch appointment where you could be introduced.

4. Offer incentives

Often the idea of discounted services is the best motivator.  You may find your clients more willing to refer their family and friends to your tax practice when they realize that they will receive a complimentary service or some type of discount.   Remind your clients of these incentives 3 to 4 times a year in order to encourage them to consider who they know that might benefit from your services.

5. Give gifts of appreciation

Regardless of whether or not your clients actually refer anyone to you, showing your appreciation for their business is always a good practice.  Gift cards for restaurants, movie theaters, gas stations, book stores, etc. are all good examples of small gifts of appreciation that will go a long way in inspiring client loyalty.

Asking for referrals can be daunting.  However, when you can ensure that your clients are first satisfied and then approach them with a low-pressure technique, you’re more likely to find success and a handful of prospective clients.

Attend a Free Seminar

Whether you have your own accounting practice or have been considering starting one in the future, you could benefit from a free seminar on Having Your Own Successful Accounting Practice.  Universal Accounting Center is making the rounds these next few months, offering this free two-hour workshop designed to teach you how to save many wasted hours and thousands of dollars learning techniques that work.  See if one of our free seminars will be coming near you.

Secret of Young and Successful Entrepreneurs

Young and Successful Entrepreneurs: What’s Their Secret?

A young group of entrepreneurs.Recently Inc.com released an article naming the top 30 entrepreneurs under 30 years old. From iPod accessories to business furniture, from real estate to large and trendy women’s shoes, and from popcorn seasonings to insomnia cookies, these young upstarts are clever and dedicated. But what else to do they have in common and how can it help other entrepreneurial hopefuls like you?

Obviously one thing they have in common is youth. But interestingly, they are part of a generation more likely to start their own businesses, not once but countless times. Donna Fenn reported that a recent survey conducted by OPEN from American Express found that 55% of Generation Y (born between 1977 and 1994) view themselves as serial entrepreneurs while only 33% of baby boomers do.

There are other commonalities among these young entrepreneurs, including a desire to take risks, familiarity with technology, and an understanding of their peers’ wants and needs.

Risk Enthusiasts
We all know that starting your own business requires a fair amount of risk taking. 70% of Gen Y says they like taking risks while only 53% of their older counterparts agree. While some of that can be attributed to having less to loose, it enables them to move forward without fear, focusing all their energy on making their venture work.

Familiarity with Technology
Because they’ve grown up with the Internet, multimedia, gadgets, widgets, and other technologies, they recognize its inherent value in helping promote and build their businesses. Not only do many of these 30 under 30 entrepreneurs have technology-based enterprises but most of them recognize the value of using the Internet to promote their businesses, either through viral marketing, blogging, websites, or other electronic means.

An Understanding of Their Peers Wants and Needs
Obviously, Generation Y makes up a large portion of the American population, nearly as much as the baby boomers. And because Gen Y is a large group of like-minded consumers, it serves these entrepreneurs well to know what appeals to them. So it shouldn’t surprise anyone that many of these risk enthusiasts have a pulse on this young and hip market and know which business ventures are viable and which are not.

But you don’t have to be 17 to 30 in order to become a successful entrepreneur. But perhaps we could learn a thing or two from these trendy upstarts. Here’s some advice from just a few of these 30 young and successful entrepreneurs:

One thing I’ve learned is that you have to learn to celebrate the little successes when they happen, and not just worry about the failures all the time. —Ben Goldhirsh, Good

Identify your own weaknesses and find people that you can work with who will make up for that. —Nick Kenner, Just Salad

You have to have a vision of what you’re actually going to provide for someone. Why is someone going to use my service? What is it going to do for them? If you can actually solve somebody’s problem, the money will always follow. —Raj Lahoti, Online Guru

See yourself first, then sell your idea. Ninety percent of investors will invest in a person. If you create an ‘A’ team with a ‘B’ product, then you’ll have an ‘A’ company. If you create a ‘B’ team with an ‘A’ product, then you’ll have a ‘B’ company. —Miles Munz, InterviewStream

The most important thing is just to go out and start something. I think a lot of people feel as if they are not qualified yet or they just need to get X-amount of money in the bank before they go out and start something. And it doesn’t really matter what it is, you’ll get phenomenal experience starting everything. And eventually you’ll get a successful business under your belt. —Hayden Hamilton, GreenPrint

Reasons Why People Should Have You Do Their Taxes

Published under Marketing

You Really Are Worth It:

Reasons Why People Should Have You Do Their Taxes

Sometimes it’s most important to convince yourself that you’re worth the fees you charge for preparing taxes. But in addition to recognizing your own value, for marketing purposes, it is good practice to articulate all the reasons why tax preparers benefit their clients. Here are 6 things to remember the next time you, or anyone else, wonders if your services merit your fees.

1. You Save Time, Energy, and Anxiety
If you do their taxes, they don’t have to. This usually means they can spend their time on more worthwhile ventures, sleep well, and be worry-free come April 15th. And for business owners, this means they can spend that time making more money. This is a benefit that most potential clients would absolutely agree with.

2. You Manage Complicated Tax Issues
One thing is always constant: tax law changes. The layperson doesn’t typically follow tax law and would like filing to be less complicated. That’s where you come in. You do know tax law and understand what may appear to be a complex tax jungle. You should put potential clients at ease: you know what you’re doing and can use that knowledge to enhance their lives.

3. You Potentially Increase Returns
Vula! And this is where your knowledge can speak to a potential client’s pocketbook. Because you do know what you’re doing, you can potentially increase tax returns. Understanding the in’s and out’s of deductions, charitable contributions, capital savings, write-offs, and depreciation can mean a lot more money returning to your client, often more than enough to cover your fees.

4. You Provide Tax Planning Services that Ultimately Save Money
If you really want to win a client over you’ll tell them why they should enlist your services throughout the year: tax planning can save them a substantial amount come next tax season. Tax planning is important because it helps clients make tax-saving choices throughout the year that pay off when you file their taxes. You can tell them just which decisions will save them that money.

5. You’re a Pleasure to Work with
And don’t forget that your personality is the frosting on this taxing cake. Your confidence and enthusiasm will inspire them to trust you with their finances. So be personable and friendly: it’ll put potential and existing clients at ease.

6. You’re Certified
You probably know better than most people: tax payers are often weary of tax preparers who lack credentials, because not all tax preparers are created equal. And currently no licensing is required to become a paid tax preparer. Uncle Jo who was good at math can prepare all his nieces and nephews taxes without recourse. Along with Uncle Jo there are fraudulent “tax preparers” who promise higher returns by committing tax fraud; they then skip town and leave their clients to deal with IRS audits. Also in the mix are hard-working, legitimate tax preparers like you who supplement their income or run a small business preparing tax returns. So how do those hard-working tax preparers put existing clients and potentials clients at ease? By earning a professional designation that demonstrates their tax preparation proficiency and competency.

Perhaps you feel confident in your knowledge of tax preparation and don’t have the time to take a certification course. Universal Accounting Center can award you with a Professional Tax Preparer Designation by simply taking their certification text. And this would be the 6th reason you’re worth your fees: you’re certified. For just $570 you could earn a professional designation and show potential and existing clients that you have the knowledge and skill to properly prepare their returns. This goes a long way to impress tax payers and get additional clients. Order your exam today.

Closing the Deal (Part One of a Two-Part Series)

7 Tips on Forming a Good First Impression

Meeting with a prospective client in order to pitch your services can be intimidating and nerve-wracking. Does it help to know that much of your prospective client’s decision will be influenced by their first impression of you? In fact, your contact will form that first impression within mere seconds of meeting. It’s important that you do your best to make it a good one. We recommend you consider the following when meeting clients to discuss your services.

1. Looks matter

We’re not suggesting that in order to succeed you must look like a contender for a beauty pageant or the cover of GQ. But we are saying you need to appear well-groomed and professional. Depending on the setting, a formal restaurant or a casual bistro, you should dress appropriately and ensure that all the details-from your hair to your shoes-are attended to and project a positive image for your practice.

2. Consider the contact

You don’t want your contact to feel out-of-place or uncomfortable. When selecting a meeting place you should consider the prospective client and what would put them at ease. This includes how you dress as well. You would probably select different attire when meeting a tattoo artist than you would when meeting a stock broker.

3. Practice a firm handshake

Just about everything you do in that first meeting will reflect back on your business and the services you offer. A firm handshake projects confidence and strength while a limp handshake projects a lack of confidence and strength. If necessary you should practice your handshake until it becomes second nature.

4. Express thanks

Lydia Ramsey, in her article “Seal the Deal in Seven Seconds,” says that while only 7% of your first impression is formed by the words you use, it’s important that you choose those words wisely. She suggests focusing on your first 12 words by expressing gratitude for the opportunity to meet with the prospective client.

5. Use the client’s name

Everyone loves the sound of their own name. And when talking to a prospective client, especially within those first crucial minutes, it’s essential that you say their name. But don’t overdo it; you just might start to sound like you’re schmoozing which is never very appealing.

6. Smile

No matter how nervous you are be sure to smile. A genuine smile will put the client at ease and set a friendly tone for the meeting.

7. Be energetic and personable

Even your walk says something about you. If your demeanor is sluggish then your prospective client will think that’s how you work. Be energetic, positive and friendly. This effort will communicate volumes about your work ethic.

Almost as important as your pitch is the first impression you give a prospective employer. As you attend to your appearance and the way your present yourself, applying the seven tips described above, you’ll find it much easier to close the deal. Come back next week when we will discuss how to present the perfect sales pitch.

To enhance your sales pitch and learn crucial marketing techniques, you can enroll in the Professional Bookkeeper Program. You can add new services to your offerings and broaden your target market. If you would like to learn more you can order our video “Introduction to the Professional Bookkeeper Program” today. For less than $10 (or free when you watch it online) you can learn everything you need know about this amazing course.

References

Ramsey, Lydia. “Seal the Deal in Seven Seconds.” 2 July 2008 About.com

Year-End Tax Tips for the Small Business

Published under Marketing, Tax Tips

Note: Here’s another good marketing tool. Include this sheet of helpful year-end tax tips in Christmas cards to current and potential clients. Just copy and paste this into your word processor, delete this note, include some contact information at the end, and you’re ready for a very happy new year of business.

I’m proud to be paying taxes in the United States . The only thing is—
I could be just as proud for half the money. –
Arthur Godfrey

As the year winds down, there are a few things you can do in order to save your business some money. Here are five tips to help you maximize your 2006 tax benefits:

1. Defer income
Each and every penny you make up until December 31st of this year will be included in your 2006 taxable income. Deferring payments to the beginning of January will save you some money in taxes.

2. Make charitable contributions
‘Tis the season to give. It’s important to check your list twice and see if any of your charitable contributions can come at the end of this year rather than the beginning of next. This will maximize your 2006 deductions. Just be sure to keep your receipts.

3. Increase expenses
Don’t procrastinate buying office supplies until next year; all year-end expenses are tax deductible and could save you a considerable amount come April, 2007. Look to things you’ll be using soon, including office supplies and equipment. Also consider paying January bills early.

4. Check for inventory write-offs
Look through your inventory to see if any products are damaged or outdated. Noting market-value loss could provide you with additional tax deductions.

5. Contribute to retirement plan
Small business owners should recognize that being your own boss means you are responsible for your own retirement. If you haven’t started contributing to a retirement account, now is the time. Any contributions made are tax deductible. And if you do have a retirement account, year-end contributions are a great way to boost your deductions.

Professional Tax Preparers can help you get the most from your yearly tax filings. But truth be told, they’re even more valuable when you enlist their help in year-round tax planning. Any good tax preparer worth his or her salt will save you more in taxes than they charge you in fees. Don’t wait to see how much a tax preparer could save you.

End of Letter - Place your contact information here when you create the marketing piece. so those that get this into their hands can give you a call.

This is designed to be able to get you a foothold within the company, and to work with the other handouts we have included in the last couple Tax Tips Newsletter editions. The art of giving your client useful information without giving away what you do for free is exactly how you can best create that account for your business. All these are designed to open the dialogue that you need to have when you go knock on their doors about the importance to have you and keep you on as year round for tax advisement purposes.

Lastly, it’s also designed to be able to light a fire under you to get yourself into the activity of customer acquisition, which is the lifeblood of any business. For more tips, and a program that helps you with your marketing and business growth efforts check out the Art and Science of Getting Clients. Click Here to view today.

The Best Time To Find Clients

I’m often asked by wannabe freelancers: “When is the best time to start a bookkeeping/accounting service?” The answer’s easy: “ANY TIME!”

That’s never good enough though — they always want to pin me down to the day when the business owners are standing in line. Well, there’s not one day. In fact, you can find clients all year round. But there’s no question that January 1 thru April 15 is the time when a lot of businesses finally decide to get caught up with their finances to be ready for the tax preparer.

At Universal Accounting, we get more calls from prospective clients during these three months than we do the remaining nine months put together. So, be ready. We’re there.

Seven Steps to Make This Year Your Most Profitable Year

  • Here’s a list of seven promotional tactics you should consider doing in January to spark your marketing program (or get it started) and enjoy this great season:
  • Send your past contacts a letter wishing them a great new year and suggesting that this is the best time of the year to get on top of their business financially. Offer them a free consultation.
  • Send your friends and relatives a nice card or letter expressing your thanks for their friendship during the past year and reminding them of your terrific referral program: If they refer new business to you, you will send them and a significant other out to dinner.
  • Remind your existing clients, if any, that you have a terrific referral program.
  • Visit chamber meetings or network luncheons. They always let you come once or twice to evaluate them before joining.
  • Place a small ad in the Services section of your newspaper under Accounting. Offer to help businesses set up their accounting system for the new year.
  • Contact local tax preparers and offer to help gather financial information from their clients if they get into a bind. Don’t forget to let them know about your referral program.
  • If you are a tax preparer, send out your client tax planners now with a letter notifying them of a proposed appointment (date and time) to review their tax inputs. Ask them to call, if they would like to change the appointment. Of course, you should call them a few days ahead of the appointment to remind them and ask if that time will work out. And, it wouldn’t hurt to let them know about the referral program, either.

Make Your Service More Profitable By Offering Tax Services

During the months prior to a business filing their company tax returns is your best opportunity to find additional clients, especially if your services include preparing tax returns. The best part is that once you have the skills to prepare tax returns for the businesses that you already have as Accounting and Bookkeeping clients, it is an easy sell to also do their taxes for them, since you know their books better than anyone.

Similarly, when your service provides tax preparation services, the clients that you find that need their taxes done likely need someone to do their Accounting and Bookkeeping tasks for them as well. When you find a client for one service, you often find a client for the rest of the financial services that you offer. Typically the same businesses that do not feel comfortable enough with their ability to do their own taxes would also rather have someone do their books for them as well. This “cross-selling” makes marketing much easier on you as a business owner, freeing you to spend time servicing paying clients that would otherwise have gone into finding them.

You can now get training in both Accounting and Bookkeeping and Tax Preparation from Universal Accounting to add more billable services to your current client list. If you are just starting your business, demonstrating your ability to provide a larger number of financial services to your clients will help them to build confidence in your service. You will show your clients that you can provide a “single-source” approach to financial services for their business.

Strengthen Your Website to Woo More Clients

Published under Marketing, Web Marketing

A closeup of a website.You have your website up and running because you were told that every viable business has gotta have one. Now what do you do with it? There are just a few easy and inexpensive things you can do to strengthen your website and woo more clients. Here are seven:

1. Personalize

Many business sites are sterile and impersonal. That often intimidates and overwhelms users. They’re more likely to request your services if they feel a genuine connection with you, and that can happen when you personalize your website.

I once called a plumber blind simply because the owner had a picture of himself and his son in the yellow pages. The picture drew me to his business more than anything else about the ad. In the ‘about us’ section consider adding pictures of you, your family, and your staff. Also write a fun and interesting bio that will allow potential clients to get a taste of your friendly personality.

2. Vocalize

Adding a podcast to your website is a nice way to personalize the site by allowing visitors to hear you speak. Fairly easy and inexpensive to create, a podcast is an audio recording that can communicate the emotion that is often lost in promotional text. It allows the listener to better connect with you and your business. And all you need to create a podcast are a microphone, a digital recorder, and some editing software.

3. Relate

Let visitors know that you understand their concerns and can relate to them on some level. This comes in knowing your target audience and being able to communicate how your services can benefit their lives in some way.

4. Teach

People love free stuff. Provide information that can help your current and potential clients. This can be accomplished in a number of ways: offer a free newsletter that provides helpful tax information; include a tips page that will give visitors free tax advice; provide links that will give them even more valuable information. Your website then becomes educational and not just promotional. This increases its value to visitors and they will come to use your site as a reference; when they actually need the help of a tax preparer, you’ll be the first one they think of.

5. Respond

When someone comes to you through your website (and other means) you must respond as quickly as possible. Waiting too long communicates disregard and may turn potential clients away. Even if they’re asking a simple question that may never lead to even one billable hour, this is a potential client who should be given the same high level of customer service you provide all your contacts.

6. Keep in touch

One of the most valuable things you can get from your website is contact information. Once someone comes to you through your website you should keep in touch with that individual. Be friendly and low pressure. Send email updates, call to see if you can help them with anything else, or give him/her promotional offers.

7. Outshine the competition

Your website should be better than anything else your local target market can find. This means you must find out what the competition’s websites look like. Go through the yellow pages, do a web search, or look for URL’s on business cards. Once you find those websites take inventory of what you need to improve on or add to your own.

These seven easy and inexpensive tips can enhance your website, generate more interest in your services, and ultimately increase your client base. And once you strengthen your website it can act as a tireless marketing machine, working 24/7 to get the word out about your valuable services.

Upsell Existing Clients

Published under Marketing

The Second Date is Always Easier…

It’s Always Easier to Offer More Services to Existing Clients than to Find New Clients

First dates always made me nervous. It’s not that way for everybody, but it was for me. In fact, the beautiful young lady that would eventually become my wife wasn’t too impressed with me on our first date. She said I was “OK enough for a second date.” Ouch.

It didn’t help that it was a blind date either. I was nervous, a little uncomfortable and yes, I probably did talk more to the friend that set us up than I did to her. All I remember is how beautiful her green eyes were. Of course, I wanted a second date. Even though I didn’t do too good the first time, she agreed. We had our second date.

On the second date, I totally won her over and the rest is history.

In Business, Second Dates Rock!

By second dates I mean, upselling existing customers. Any professional marketer will tell you there are three, and only three, ways to increase your tax practice’s income. This may be a little simplistic, but here they are:

  1. Find More Clients: Yep, it’s as simple as it sounds. The more clients you are able to service, the more income you’ll be able to generate for your tax practice. Finding new clients should be on the top of every small business owners list of necessities. If your client list isn’t always growing, you need to get to work.

  2. Convince Your Current Clients to Purchase More: Offering your current clients additional tax services is a great way to generate more income for your tax practice. A periodic review of their tax status during the year, rather than just at tax time, will not only generate income for your practice during the year, but should also make the rush during filing season easier too. Always look for additional services to offer your current tax clients, and they’ll gladly pay you more for your help and advice.
  3. Convince Your Current Clients to Come Back More Often: This provides all the benefits of convincing your clients to purchase more, but with an extra kick. Adding services to your tax practice just makes sense, but add the right services and you’ll generate a stable and recession-free income from your clients each and every month of the year. We’re not just talking a great second date here, we’re talking a long term client relationship. The right services will get your tax clients to come back every month, and that’s powerful.

What is this Additional Service that Will Bring My Clients Back Every Month?

Before I tell you, you need to know that this service will not only make your tax practice more profitable, it will make your job at tax time easier. More profitable and easier? How can it do both?

Until recently, most the small business bookkeeper provided all the financial services to the business he worked with. He did the payroll, the accounts payable and receivable, the general ledger and prepared and filed the taxes. Over the last server al years, these services have been taken over by a lot of specialized companies that only do payroll or only do payables. Although this makes sense for big corporations, it doesn’t make sense for small business owners.

Small Business Owners Need a Small Business Profit Expert

More and more small business owners are finding that they need someone who has a handle on their complete financial picture. Not just bits and pieces. Despite what the specialists might say, general ledger, payroll and accounts payable are all interrelated. For a business to be as profitable as it can be, the business owners either needs to have a complete understanding of what’s going on financially in his or her business, or he needs to have a trusted and skillful profit expert who can give him the information and advice needed to keep his or her business growing and profitable.

A Monthly Picture of the Financial Situation of Any Small Business Makes Tax Time Easier for You

Adding small business bookkeeping and accounting to your tax practice gives you a monthly picture of the financial situation of your clients and enables you to offer tax planning advice to your clients on a regular basis. What’s more, as the small business bookkeeper, you’re in the position to implement those tax saving strategies during the year to maximize the effect. A small business bookkeeper who is also the skilled and qualified tax accountant is a valuable asset to any small business.

The Same People Who Offer the Most Complete Professional Tax Preparation Education in the Industry Also Teach Small Business Bookkeeping and Accounting

Small business bookkeeping and tax education is what we do. Since 1979, we’ve taught thousands of people just like you the ins-and-outs of small business bookkeeping and tax preparation. With successful graduates all over the country, you can have confidence that your tax and bookkeeping education will not only teach you how to work with small businesses anywhere, it will also provide you with the tools to make sure your business is a success.

At Universal, experience has taught us, that if your education doesn’t have the power to help you start and operate a profitable small business tax and bookkeeping practice, it just isn’t the right education. That’s why,

An Education With a Guarantee? How Does that Work?

Universal Accounting’s Ironclad 100% Money Back Guarantee

“If, after completing all of the learning activities, you do not feel that you
have received your money’s worth, simply return the materials to
Universal Accounting Center for a complete refund.

Purchase and complete the course, and if you don’t feel that you’ve received more than your money’s worth, you can return the materials and get a complete refund. All of us here at Universal Accounting are so confident that you will find this training to be of value that we all stand behind it, 100%

I’ve never taken a university or college course that offered any kind of guarantee… have you?

Like a Hand in a Glove…

Nothing fits with a professional tax preparation business like a professional bookkeeping service. Whether or not you begin your tax practice combined with bookkeeping business, it should be part of your big-picture plans for success.

Make Your Second Dates Really Rock!

Add Up the Value! Save $$$ Today!

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