It’s Not About The Coffee – Book Review

I often tell people that my favorite thing about having a blog is the people that I meet and the companies that I learn about because someone found me via my blog. This book is one of those cases. Christine Maddalena of the Penguin Group found my blog and noticed my...

Your Non-Ideal Customer

When you work on narrowly defining who you want to work with (your ideal customer), you  implicitly define who you will not work with. This makes many people uncomfortable. While it can be difficult to turn business away, keep in mind that not all business is...

Crazy CRM Math

Ok, I need someone to explain this to me. Almost every CRM package that I look at has a report that looks like this: Forecasted Sales x Probability of Closing = Potential Sale or     Value of Opportunity x Probability of Closing = Expected Revenue  ...

Marketing Your Tax Practice

As the end of the year approaches, it’s time to think about how to get profitable new clients to know, like, and trust you for the upcoming tax season. Here are some tips to help you get your marketing ship in shape so you can enjoy your most profitable tax...