Sales and Marketing

Meaningful Connections Build Worthwhile Relationships

It’s December (and counting down to 2016)! Roslyn and I can’t believe how fast the year has gone. That could just be a testament to how much time we’ve spent out on the road these past months. This season, we’ve been to at least six different events — some I presented at, others were more for…


Countdown to Tax Resolution Marketing & Technology Extravaganza!

We are CRAZY busy getting ready for the Tax Resolution Marketing and Technology Extravaganza taking place January 6th-8th in Orlando. At this event you’ll discover how to create a flood of new clients...how to create a cash flow surge...how to magnetically attract prospects who are pre-determined…


The Power of Content Marketing to Attract Leads

When you provide valuable and relevant content (on websites, blogs, Facebook, Twitter, Google+, Linkedin, YouTube, etc.) that educates, empowers and inspires the changing of consumer behavior, you are tapping the amazing power of content marketing to attract and attain customers. Make your tax…


Tax Resolution Marketing & Technology Extravaganza Speakers

Our second annual Tax Resolution Marketing & Technology Extravaganza is going to be a fantastic and enriching event. We have lined up some of the best industry leaders from around the country to share their latest tax resolution marketing, sales, and practice management skills with you. Don't…


Three Essential Tax Resolution Marketing Tips

Tired of implementing marketing strategies that waste your time and money with no visible results? That’s one of the major challenges that most professional practices face. Luckily, there are three ways you can make sure that your tax resolution marketing is either depositing money in your bank…


The Power of Online PR - Are You Tapping It?

Mega corporations like H&R Block are getting heavily immersed in the tax resolution marketing game - a statement that there is a HUGE need for tax resolution services. Do you know what sets you apart from other local competitors and mega-corporations? YOUR MARKETING STRATEGY. I spent MONTHS…


Get clear on your tax resolution target market!

It is critical to your sales success to know your tax resolution target market and clarify that in your marketing messaging. Are you putting qualifiers or conditions in your marketing? If not, you are going to waste time, energy and money attracting looky-loos, unqualified prospects, or worse, bad…


The Real Money Is In The Follow-Up

My oldest daughter, Danielle, drives a 2012 Volkswagen Jetta. She leased it new about three years ago, and has been very happy with it ever since. Her lease isn’t up until October this year, but she started getting phone calls from the car salesperson sometime in April — nearly six months prior.…


Success Is The Sum Of Small Efforts

"Success is the sum of small efforts, repeated day in and day out" - Robert Collier Tax resolution business success starts with knowing operations best practices, then the steps that need to be repeated become clear. Are you getting the right support to know these steps? I created my Tax and…


Tax Resolution Business Management Advice

Take this healthy bit of tax resolution business management advice: You can do anything, but NOT everything. -Anonymous Yes, busy people get things done, but if everything is important, then NOTHING is important. Do what you do best and hire others to do the rest. Of course, when you are getting…


What Would Your Life Look Like With $15k More A Month?

CPAs and EAs: What would your life look like with an extra $15,000 a month from just three new tax resolution clients in the off-season? Think about it... Would you be less stressed?  Have money to put into savings?  Pay off debt?  Hire help so you can work less? No matter what your reason, know…


Making the Business Segue to Offering Tax Resolution Services

So many CPAs, EAs and attorneys struggle to make enough money.  Money for retirement, for college tuition, even for simple things like taking a vacation. The professional step that can take your tax practice business blahs to high-income earning ahhhhs is simple - make the segue to offering tax…


Successfully Adding IRS Representation to Your Book of Business

The value of adding IRS Representation to your book of business is two-fold: 1) Value to the person with IRS problems who desperately needs great representation 2) Value to your business by adding in more predictable cash flows. IRS representation assists clients who owe the IRS but for multiple…


Speaking at CPA Marketing Genius SuperConference 2015

I am off to Nashville later this week to speak at Salim Omar's 2015 CPA Marketing Genius Super Conference. Salim contacted me several months ago to participate in a webcast he was hosting. After that, he asked me to speak at the conference. Music City, USA, here I come! I will speak at the CPA…


Secure Serious IRS Tax Problem Leads

The most successful tax resolution professionals value their expertise. Valuing expertise begins with valuing time. You only want to be talking to leads who are serious about wanting to have their IRS problems gone from their life. TIME IS MONEY! Sure, you want tax resolution leads. But more…