They say you never get a second chance at a first impression, which is why your client onboarding process is so important. Onboarding, or the logistics and actions around getting a new client set up with your practice, sets the stage for your relationship going forward. An excellent onboarding process lays the groundwork for a […]
Displaying: January 2023
CMA vs. MBA: Which is right for your career?
Is higher education the best path for business and finance professionals to grow their careers, explore new industries and increase earnings? It depends – not all higher learning is the same. The Certified Management Accountant Credential (CMA) and Master of Business Administration (MBA) are two common and effective ways to progress. The CMA is […]
7 planning considerations for this fiscal year
If you’re the person who’s always helping family and friends prepare their taxes, it might be time to start your own business. After all, tax preparation is in demand every year, and you’ve found that you have a facility for finding solutions and helping people navigate the tax-code maze. Plus, the IRS’ stricter requirements for […]
How to generate new business: Best practice guide for tax professionals
When tax preparers sign up for the job, they know all about the annual tax-time crunch. Many see it like Black Friday, when four months of long, exhausting days generate much of the year’s income. Isn’t it time to put the other eight months to better use and cut back on a few of those tax-time […]
How hard is the EA Exam?
Anyone looking to enter the world of finance or tax professionals will one day have to take and pass a credentialed exam that proves they understand the work. Becoming an enrolled agent (EA) is no different. Before you can begin working with clients at a firm or on your own, you have to pass the […]
Social media marketing strategies for tax preparers
You might be a pro at filling out forms and filing taxes for even the most complicated returns. But that’s only part of your responsibilities as a tax business owner. You also need to figure out how to get clients through your door. Direct mail, print ads and networking will only get you so far. […]