47 Ways To Market Your Tax Practice

In the spirit of getting ready for the end of tax season, and planning for the rest of the year and the Great Big, Scary Marketing Things we’re going to be discussing (and implementing!) over the coming weeks, I wanted to start with a brainstorming exercise. This is a list of things I came up with in a span of about 10 minutes for marketing a tax practice. Go through this list yourself, and think about how you could use these ideas in your own practice.

Heck, just go ahead and print this out (paper…they still make that, right?) and jot down a short note to the right of each idea about how you could use this in your own business. For example, can you use a particular media for getting new clients? For keeping in touch with existing clients? For promoting a seminar? How can you interlink multiple ideas together?

Then, I challenge you to add AT LEAST five things to this list of your own. Keep in mind that while most of what I’ve written here are actually marketing media, don’t limit yourself to just the various media. What marketing message can you think of to use for a particular media? What about different target markets you could go after, and what you could say to them?

1. Craigslist
2. Facebook
3. Twitter
4. Squidoo
5. StumbleUpon
6. Digg.com
7. Internet discussion boards
8. Public bulletin boards
9. Door hangars
10. Post-It Notes
11. Commenting on blogs
12. Direct mail postcards
13. Direct mail newsletters
14. Referral request letters
15. Local newspaper classified ads
16. Classified ads in trade publications
17. Your own blog
18. Your own email newsletter
19. Local seminars
20. Press releases
21. Meetup.com meetups
22. Presenting at local organizations (Kiwanis, Chamber of Commerce, Board of Realtors, etc).
23. Business cards
24. Ebay (service section)
25. Kijiji (eBay classifieds)
26. Network on LinkedIn.com
27. Post vides on YouTube, Vimeo, etc.
28. Host a live weekly web show on UStream
29. Reactivation letters to former clients
30. Radio interviews
31. Flyer inserts in local newspapers
32. Bandit signs
33. Street corner sign wavers
34. Trade shows (collect people’s contact info!)
35. Customer … Continue reading

End Of Tax Season Means Time To Get Busy

I haven’t been writing to you during the course of the past couple months because I know how busy you have been with tax season (and if you weren’t that busy, then we should talk!).

Now that all of us are wrapping up tax season, however, it’s time to think about what you want to accomplish for the remainder of this year.

It’s so easy to just sit back and take a breather from it all, but right now is the time to begin big, wonderful, and potentially scary things.

Why is this? Because you’ve been working your tail off for two straight months, which means you have MOMENTUM. You’re in a position right now that is enviable from a business perspective: You’ve gotten used to the longer hours, time away from family,
missing your favorite TV shows.

This means that NOW really is the time to launch new marketing initiatives, push your firm into new practice areas, offer even greater value to your existing clients.

If your entire practice is return preparation based, then this is even more important for you to think about: What other services of value can you offer your clients through the rest of the year? You JUST had close contact with your clients, NOW is the time to solidify that relationship going forward.

Now that I’m starting up the newsletter again, we’re going to explore this issue in greater depth here over the next couple weeks on this exact topic. This is such a critical time of year for all of our practices, so don’t be surprised if you start hearing from me daily or almost daily.

Let’s continue the momentum of tax season, and make 2012 a record year!… Continue reading

Remembering To Do Marketing During Tax Season

When it’s the middle of tax season, and you’re buried under a mountain of returns, it’s often difficult to think about doing marketing of any sort in order to get new clients.

As a tax professional, your day right now probably looks a lot like mine: A full day of new tax returns that need to be done. Most days, I have appointments on the hour, every hour, for the entire work day, plus an entire stack of work that takes into the evening to complete.

Because of this, it’s difficult for me to stop and “practice what I preach”. Fortunately, I have built highly automated systems and have a very short list of marketing items that I have to perform daily.

To generate the day’s mailing list for postcards takes literally a push of a button, and then uploading of that list to Click2Mail.com and sending out that day’s mailing takes only a few more clicks, and it’s done.

Similarly, to generate another set of personal introduction letters to new prospects that I mail out daily, I click one link in my CRM system, and it generates a mail merged PDF with all the letters for that day. It’s usually only 10 to 20 new letters, which I then sign and have my assistant hand address and stamp.

My total time commitment for my daily client marketing: About 5 minutes.

That right there is the power of having systems and checklists, to get done the things that need to get each and every day, but doing them quickly and efficiently without sacrificing quality.

What are you doing on a daily or weekly basis, even during tax season, to ensure that you have a steady stream of business even after tax season? Leave a comment below to share how you’re doing it, and read the other comments to see what other people are doing.… Continue reading