Sales and Marketing

Success in Business

"Success in business requires training and discipline and hard work. But if you're not frightened by these things, the opportunities are just as great today as they ever were." - David Rockefeller Fear is one of the biggest barriers to success. Roslyn has written about not letting fear destroy…


Think Outside the Big, Orange Box

Unlike my wife, Roslyn, I’m not the type of person who reads for pleasure...most of the time. What reading I do is about business — marketing and sales books are my go-to. So when Roslyn recommended I read a memoir, “Shoe Dog” by Nike co-founder and chairman Phil Knight, I wasn’t sure I’d be…


Successful Tax Resolution Professionals

"Successful people do what unsuccessful people are not willing to do. Don't wish it were easier; wish you were better." - Jim Rohn Being a successful tax resolution professional means doing MORE than the competition. More marketing, better marketing, offering the best case resolution experience,…


Top Tax Resolution Marketing Posts

Marketing is one of the three legs that always needs to be strong to keep your company standing...I call this the Tax Resolution Triangle to Profits. A healthy practice has healthy sales, operations and marketing. As for marketing management, I practice what I preach! My team and I keep track of my…


More Seats Added for the Marketing & Sales Confidence Building Boot Camp!

If you haven't registered for our August 25 & 26 Marketing & Sales Boot Camp for IRS Problem Solvers in San Antonio yet, we have GREAT NEWS! As of last week, we were sold out, but thanks to Roslyn securing a larger room again (this is the second time we have had to up-size!) we have more…


Marketing & Sales Boot Camp for IRS Problem Solvers

Attention IRS Problem Solvers! Join us for our our First-Ever: Marketing and Sales Confidence-Building Fast-Action Boot Camp Thursday and Friday, August 25-26, 2016 at the Omni La Mansion Del Rio Hotel Riverwalk in San Antonio, Texas This is not your typical conference sell-a-thon! This is a…


A Life, A Business and A Love I Never Imagined

Last month, when Roslyn and I celebrated our 31st wedding anniversary, we chose an Italian restaurant at random to go out to dinner together and celebrate. When we arrived, we were shocked to realize that this was the same restaurant we’d gone to on our very first date. As we were taken to our…


How Big is the Tax Resolution Market?

TAX PRACTITIONERS: Do you want to help people solve their IRS problems? There is no better time than now to set up your tax resolution business because the pool of people with IRS tax problems is bigger than ever.  My short video below highlights just how BIG the tax resolution market is. It's…


Six Reasons to Get Into The Tax Resolution Business

TAX PRACTITIONERS:  Are you tired of doing cheap tax returns or providing commoditized unprofitable accounting services? Do you want to turn big profits but are stuck in the same business rut? If the answer is "YES!" then I can help you.  At my Tax and Business Solutions Academy we help CPAs,…


How to Get Sales Leads to Come to You

Do you feel like you have to track down and chase all of your prospects and leads?  At this point, you probably know that it’s a losing battle. By the time you finally get them on the phone, you’re so weary from the chase that you’re not in any position to negotiate. Wouldn’t it be nice if you…


The Philosophy of the Sale

Who is the world’s foremost leading expert on sales? The Brooks Group? Their entire organization is dedicated to sales. Is it Walter Friedman, Harvard business professor and author of “Birth of a Salesman”? Or is it Tim Cook, Apple’s CEO? He certainly knows how to sell a product. But what if we…


The Dirty Dozen of Tax Resolution Marketing

This is my list of the 12 biggest common mistakes most tax resolution business owners and professionals make - the "dirty dozen" of marketing. THE “DIRTY DOZEN” OF TAX RESOLUTION MARKETING 1. Not understanding what the cost of getting a new client is 2. Not understanding what the LIFETIME VALUE is…


How to Build a Highly Profitable Tax Resolution Business

  If you are tax professional - CPA, Attorney, or Enrolled Agent - tax resolution services can be a steady stream of revenue for your practice, year round! I built my own IRS Representation business from scratch (to 4,000 clients and $23 million) and I show you how to do it right in my Tax…


Tax Resolution Marketing - The Power of the Press Release

When your tax resolution company reaches a prestigious milestone or provides valuable information troubled taxpayers need to know, that good news isn’t something you want to keep to yourself. In order to successfully spread the word, take advantage of the power of a press release. With a press…


Tax Resolution Domination System & Toolkit

Attention Tax Professionals: Are you feeling like you are unable to get ahead? Always chasing after clients to collect accounts receivable? Worried about your income during the off-season? Don't know where or when new business will come? If you can relate to any (or all) of the above, it may be…