Conduct a Post-Tax Season Survey with Your Clients

Welcome back from tax season. Are you looking for ways to stay top of mind with clients all year long so that they will think of you for that juicy mid-year project? If so, it’s a perfect time to send out a post-tax season survey to clients to continue the year-long conversation.

We just completed our Fourth Annual Ultimate Accounting vCon. If you attended I hope you had a blast as we did and are implementing all the money-makers you learned about.

Many of you have been asking about Accountant’s Accelerator, what it’s like, what’s included. I’m doing a complimentary webinar on Thursday; you are all invited.