When we're busy doing tax work for clients and helping them run their businesses, it can be easy to forget about running our own tax practice.
The future of your firm hinges on your ability to attract new business and upsell existing clients to higher-priced services. However, with no time for business development, you rely on clients to refer their friends to your practice, which in turn consumes their time.
Business development doesn't mean busy-ness development squeezing every last bit of your weekend to drive growth. It isn't all or nothing. You can be profitable and grow without all the busy work that comes with business development.
It's EASIER to grow when you have a system for growth fully managed and built with CountingWorks PRO.
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Growing your firm requires adding either more clients to the base, finding better clients to replace old clients, or upselling your existing clients to more expensive services. Building a growth system requires social posts and content to drive website traffic, the website needs to be a perfect place to turn that traffic into leads with offers, and then you need email nurture to turn those leads into paying clients.
Building the system alone requires hundreds of hours and thousands of dollars for the typical tax practice. Maintaining the system can require even more hours and a team of content writers, developers, and business strategy experts.
So many solutions overcomplicate growth. The simple, uncomplicated growth system with CountingWorks PRO is a more effective and time-saving growth solution.
Use our pre-built upsell campaigns to convert tax preparation clients to tax planning packages, and bookkeeping clients to part-time CFO services.
Our automated client newsletter is one of our most popular features. Provide value for your clients all year long.
Easily nurture leads with pre-built client campaigns designed to drive conversions. We’re here to help you grow your firm.
Finally get the growth you deserve without the extra work.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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