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

Tax accountants and CPAs who establish a strong brand presence, use social media, and earn many client recommendations are building a successful reputation.

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Practice Marketing

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

July 8, 2022
/
4
min read
Lee Reams
CEO | CountingWorks PRO

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.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

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