Stop Loosing Clients And Increase Fees
You’ve heard it happen a dozen times in your office – you walk by as a staff person answers
the phone during ‘busy season’ and they totally botch the call. You know that if you were the
one on the phone, that would have been a new client. Or you see a return go out the door
that probably would have bought other services if you had been the one asking.
Well now you can train your staff on how to answer the phone the right way and get 98% of
the calls that come in booked for an appointment.
You’ll also train your staff on simple techniques for increasing fees, adding on services and
even getting pre-paid for next years return.
KC, we picked up 3 clients in October for a total of $53,000 in
annualized billing. That’s a great month.
Tim Sernett, CPA- Overland, Kansas
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Train your staff on...
How to answer the phone so you never loose a price shopper & not discount
How to get pre-paid for your return
How to collect in advance when you receive the source documents
How to 'bump' your fees without loosing clients
How to 'resurrect' past clients so the return to your firm
How to set summer tax planning appointments with your clients
How to ask the client if they want to look at financial planning, loans, insurance
or other services
How to sell 'audit assurance' if you wish to offer that service.
How to advertise your tax practice in the heaviest shopping months
The secrets to making your web site work like a high speed jet
Using tax return marketing to build your business clientele
Plus – work flow management techniques to cut your cost of operation
How to find qualified part time help at low cost
How to get clients to send in source documents ‘ON TIME’
How to move to a ‘before the fact’ paperless system to cut preparation time by 25%
How to take tax clients paperless so you never wait for the organizer again
Scheduling techniques to level out your work load
Converting tax clients into year round income streams
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Questions about the seminar or registrations please call 866-570-6585
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Hi Lin and KC, I want to share with you how much I picked up from the 2
days with you at the training seminar. Not only am I managing the work better
and more effectively, but I just today started a new client at $3,650/month
plus a $895 set up fee, plus clean-up work billed hourly for January and February.
It’s a $5M/yr company and is by far my biggest client. It was easy to
identify the client’s needs by basically doing just what you do Lin…see I’m actually
a pretty good listener! I used the one page outsourcing bid to price out the
job and it helped tremendously. I’m up to $13.5k/month in a little over
5 months….not too shabby and getting better every day at managing the business.
I’ll keep you updated and also look forward to the next event, whenever that will
be.
Orin Schepps, Principal/CPA Baltimore MD
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Why do a seminar so close to tax season?
Because that is when people BUY. Most
marketing seminars take place in the
summer. That’s PLUM NUTS. Who buys
Accounting in August. Get this critical
Information at the moment your clients
Are shopping and you will close a lot more
New clients in the next 4 months.
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