Jassen Bowman

Action Item: Issue document deadline to all extension clients

Most of the frustration stemming from tax clients that procrastinate can be eliminated via proactive client management.

Simply put, you set the rules of the engagement, not the client. If the client doesn’t want to do business with you on YOUR terms, then you encourage them to take their business elsewhere.

One of the most important client management systems to have in place is one that addresses tax … [ Continue reading ]

Why should a client do business with you?

In order to grow your business in an ever more competitive world — a world with endless consumer choice — you must have something that differentiates you from your competition.

On top of that, given all the demands for people’s attention, you need to be able to communicate your competitive advantage within about three seconds.

This is where your USP comes in.

USP stands for Unique Selling Proposition, and … [ Continue reading ]

Build a Marketing Success System

Regardless of whether you have an established business or are just starting out, one simple fact stands out above all other things in your role as a business owner:

If you can’t get clients or customers, you’re going to starve.

It’s a very, very simple equation: If you fix widgets for a living, then you need people walking through your door with a widget needing fixed in order to … [ Continue reading ]

It’s OK to Fire Crappy Clients

Fact: Not all clients are created equal.

Some clients are great. Some clients are awful.

It’s 100% acceptable for you to tell the awful ones to pack sand.

You know exactly the ones I’m talking about. The ones that don’t pay you on time. The ones that constantly procrastinate getting documents to you. The ones that expect you to be at their beck and call 24/7.

So, get rid … [ Continue reading ]

When was the last time you raised your fees?

The topic of fee increases is one of the most contentious subjects to discuss with accountants.

For some bizarre reason, many of the people that are responsible for monitoring and reporting on the financial health of businesses and families are vehemently opposed to looking out for their own financial self-interests. I’ve never understood it, and I never will.

Bottom line: You either believe in getting paid what you’re worth, [ Continue reading ]

The “Ripple Effect” of Building an Email List

Everything that we do in running a business has some sort of downstream impact.

Fortunately, this “ripple effect” can be controlled. You can set certain things in motion that will make then make other things in your business easier or better.

One of these things is to make a very simple change in your how you conduct your lead generation marketing, by starting to collect email addresses from the … [ Continue reading ]

Boosting Profits Starts With Decisions You Make Today

“If you always do what you’ve always done, you’ll always get what you’ve always gotten.”

If you were completely satisfied with your 2021 gross receipts, your 2021 net profit, your 2021 clientele, your 2021 hours worked… Then that’s great! Seriously, kudos to you. You found the formula that works for you, and you’re happy with it. That is legitimately amazing, so keep doing it.


If you’re not happy … [ Continue reading ]

How NOT to Buy a Tax Practice

Several years ago, I worked with a consulting client that had a unique way of finding other tax practices to buy. This one strategy was the primary way he had grown his own CPA firm for nearly 20 years, entirely via acquisition.

His acquisition strategy was brilliant. Masterful, even.

But what he did after the acquisition was…umm… not so brilliant.

I guess there’s no point in pulling any punches … [ Continue reading ]

Podcast Episode #24: Niche Tax Credits with Randy Crabtree, CPA


Randy Crabtree, CPA is the co-founder of Tri-Merit Specialty Tax Professionals in Schaumberg, IL. Randy has built a niched tax practice, focused on serving business clients with R&D tax credits, energy efficiency tax credits, and Work Opportunity Tax Credits.

In this interview, learn why Randy decided to specialize in this interesting niche, and how he did. We’ll discuss his marketing strategy, which is surprisingly simple, and he’ll also … [ Continue reading ]

Tax Professionals: Eliminate Tax Season Stress

For many tax pros, filing season is the most stressful time of the year.

It’s filled with long hours, grumpy clients, software glitches, IRS headaches, and more.

So why do so many tax professionals subject themselves to it?

The answer, like many things in business and life, comes down to money. They subject themselves to the stress and anxiety of filing season because it’s where the vast majority … [ Continue reading ]