In the spring of 2011, Catalyst Managing Director Steve Brunson authored a part series aimed at helping accountants make the most of their busy season marketing opportunities. While marketing is the last thing on the mind of most CPAs during tax season, Steve offers several concise action points to get the ball rolling.
Tax Season Marketing Part One – Maximize Your Client Contacts
In Part One, Steve writes about how to make the most of your client contact during busy season to uncover opportunities later in the year.
Tax Season Marketing Part Two – Maximize Referrals and Cross Selling Opportunities
Part Two deals with turning satisfied clients into referral partners and discussing ideas that can lead to summer projects.
Tax Season Marketing Part Three – Top Tax Planning Ideas for 2011
In Part Three, Steve offers specific tax planning opportunities that will bring value to you and your clients.