- During the hectic tax season, it’s especially important to project an air of calm efficiency. Have your entire staff do a general housecleaning now to remove accumulated clutter. Move noisy printers to an area where they won’t distract staff members or clients, and turn down the sound on telephone ringers.
- Hold a brainstorming session with your entire staff on how to perform at top efficiency during the height of tax season and maintain personalized client service.
- Display your newsletter, brochures, and other printed material in an attractive display rack. Invite clients to take extra copies for friends and associates. Place some client referral cards next to your display, too, with a note saying a client newsletter will be sent to friends or associates upon request.
- Have a tax-smart website with up-to-date tax, business, and financial information. Let the viewer know that your site is updated frequently, and remind them to bookmark your site and come back often.
- Present a luncheon talk on tax planning to groups in your community. This is an inexpensive, effective way to impress potential clients. Hand out a brochure or newsletter with your firm’s name, address, and phone number on it.
I invite your comments and questions. Contact me at mostad[at]mostad[dot]com or 1-800-654-1654.