Upsell Existing Clients
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:
- 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.
- 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.
- 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
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“If, after completing all of the learning activities, you do not feel that you |
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.


