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All Booked. Yes, Really: We Have Multiple Tax Accountant Subscribers Who Stopped Taking Clients Today.

March 12, 2015

We will add this to the win column. Three different tax accountants and CPAs who use CountingWorks PRO (previously ClientWhys) accountant marketing services stopped taking new clients today. They are already completely booked up and can’t staff quickly enough to handle the new growth. They came to us about how to respond. Obviously, it is great news that our clients’ calendars are completely booked up, but how you handle referrals and online leads can affect your reputation (and sometimes even your online reviews).

As a best practice, always respond, and provide an alternative resource—perhaps even a friendly competitor in town who may reciprocate at a later date. One of our clients is referring new prospects to TaxBuzz.com for qualified professionals in their area who have honest reviews. This at least lets the consumer choose from a trusted source.

What this tells us is that establishing a strong brand presence, using social media and developing a great resource of client recommendations works extremely well. It takes time and patience, but the recipe for success is out there.


Pro advice, ideas, and information to help your practice get going and grow.

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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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