Here are the three steps I’ll take to make sales on your behalf. (Possibly 25 clients a year, net.)

1. The client has to know who you are or have been referred to you. With a referral program that I will implement you can identify hundreds of good clients, every year. I won’t get them all but probably around one out of ten referrals will become your 3k to 20k annual tax planning customer.

2. The client must know what tax planning is and why you are the best accountant for the job. That means you write and publish books on tax planning, post articles, write newsletters, speak at trade groups, and get interviewed on blogs and business radio. (I’ll do all that for you.)

3. A sales process that moves a referred client to read your material, ask for a rough idea of what is involved, and then make the commitment to sit down with you in your office. You have the final say about taking the client, and whay you will charge.

I opened my first bookkeeping office in 1969. I’ve done this type of sales work for over 50 years. Click here to get the 7 page plan I use, with prices and timelines.