Category: Marketing

  • Online support groups; the concept revisited

    My business was boosted incredibly by online support groups for decades. In fact, I can easily say that my past businesses like Medsave (sold in 2008) and OnlineAdviser / OnlineNavigator (no longer active), would not have been successful on building to tens of thousands of users in the 1990s and early 2000s without this online peer…

  • Unwanted robo calls from TripAdvisor

    I’ve received and blocked so many unwanted robo calls from TripAdvisor and others recently that it seems unrealistic that they could possibly be calling from so many different numbers. I’ve likely blocked close to 50 numbers based on calls in the past two months; almost one per day. I decided that beginning today I will…

  • Ways to improve response to email

    Ways to improve response to email

    This blog post was written after a week where I felt that responses to my warm emails (people I know or at least am a ‘contact’) and online messages. The tips are compiled from multiple sources. Use numbers. Keep it short. Use bullet points Use the word “because” Speak to value Make a clear ask Offer…

  • Tax Preparation Service Offered Through LinkedIn ProFinder

    Tax Preparation Service Offered Through LinkedIn ProFinder

    This will be my second year using LinkedIn ProFinder service to match me with online tax service clients. The service was only marginally successful last year (the cost of providing the service was approximately equal to the fee received) last season but I decided to participate again because I found one new client who I…

  • Referral fee for 2017 tax season

    This year I am offering  $50 referral fee to existing clients for new small business clients including ‘gig workers’ who are required to file a Schedule C. A $50 discount is also given to the referred new client. For individual tax clients, the deal is the same except the reward if $25 for the referer and…

  • My third favorite accountant

    How I found a flaw in my marketing plan I’ve spent time recently and even posted a few prior blog posts on my struggle to realign the marketing of my 18-month-old accounting practice. I planned to have referrals as the primary source of new business so I’ve engaged myself in community groups, various board positions, networking groups,…