Bank Product Integration
The ability to provide a variety of options for the payment of your preparation fees, as well as provide other financial products your clients may be interested in, is important to many tax professionals. Many look to bank products to provide that flexibility.
How to Grow Your Practice by Sharing Your Expertise
If growing your tax practice is a top priority, we applaud you and are excited to see your success. We all know it can be conflicting as to where to start your efforts in refining your business-building practices. A strong foundation of basic areas to focus on can be found in my article “The Top 5 Ways to Keep Yourself Essential”. The “5 E’s” of 1. Share your Expertise, 2. Show you Empathize, 3. Be Evident, 4. Exceed Expectations, and 5. Hire an Expert, is the best place to start your brainstorming.
A LETTER FROM US
This year has been one for the history books! Years down the road we wonder if our grandchildren and great grandchildren will look at us in awe as we talk about 2020. One of the funniest memes we saw was from the movie “Back To The Future”. It has Marty and Doc working with the DeLorean and it just says “Rule Number 1 – Never Set It To 2020.”
