Effective Marketing Strategies for Tax Professionals

In this episode, Dan Henn, CPA, CTR™, discusses various marketing strategies for tax and bookkeeping practices, based on ideas shared during a mastermind group meeting. Key suggestions include leveraging client referrals, utilizing church bulletins for advertising, mailing paper newsletters, and reminding clients of additional services offered.

The host emphasizes the importance of staying in communication with current clients and up-selling them on new services. The episode concludes with a call for listeners to share their own marketing ideas and strategies.

00:00 Introduction and Overview

00:06 Mastermind Group Insights

00:23 Marketing Ideas and Suggestions

01:36 Client Referrals and Testimonials

03:07 Newsletters and Client Communication

04:58 Speaking Engagements

05:35 Summary and Final Thoughts

06:57 Conclusion and Call to Action