Tax season is only a couple months away and now is the time to take steps to make it your best year yet.
At the time of year when tax preparation becomes everyone’s concern, CPA firms are in the strongest possible position to increase their client bases. When clients come knocking for help, it’s your opportunity to wow newcomers and win them over for life.
This year, make sure you have the proper support systems in place.
The following are five areas of your practice that bear addressing this month:
Test Your Technology
Start running your software through its typical tax season rigors. Iron out the kinks. Consult with your IT team about your anticipated needs, and make sure they have the tools to meet them. If you don’t have an in-house IT department, retain a pro to be on-call throughout the tax season — before your competition gets him.
Content seriesView full content series
Update Your Website
February is not the time to be tweaking your website.
About Salim Omar
Salim Omar is the author of The Million Dollar CPA Firm. He is also a successful business owner of Straight Talk CPAs, an accounting firm, and President of CPA Marketing Genius. He has a passion for helping CPAs engage in personal growth and professional development. While he is not working he enjoys trying an eclectic fare from an Indian restaurant or catching up on some reading on the Florida coast.