Attention CPAs, Accountants and Financial related Professionals. Set yourself apart and set yourself up to win, by sharing this knowledge with your clients.
How would you like to offer more services to your clients
which will not cost you a penny but will make you and your firm look great in
the eyes of your current clients?
How would you like to double or triple your business with
just referrals alone?
Hello.
My name is Ter Scott. I’ve been helping small
business clients for well over 25 years with marketing and more. Today I keep
busy serving my personal clients and speaking around the country as the Small
Business Adviser and Business Resource Consultant.
In just a few minutes, I’ll show you how you can offer just
3 “products” and services to your clients that WILL set you apart from your
competition, and get you more referrals and more business.
You won’t make any direct remuneration from them, but it
won’t cost time or a dime to implement them in what you already do AND WILL MAKE
YOU A GIANT in your client’s eyes (and in return they will become ambassadors of
referrals for you).
Today tax professionals are experiencing many things
which can severely affect their businesses. Small business owners are looking
for alternatives to your services. They want answers to what is relevant to
them today; not just “business as usual”. Here are two things I found.
Per Capterra, In 2020, accounting will be about much more than
crunching the numbers. Here are the biggest accounting challenges today and how
to solve them.
“…technology is reducing the need for
traditional, rules-based accounting skills and increasing demand for financial
analysis and strategy. But you can’t just roll out of bed one day and start
doling out financial advice to your clients”.
An article by the Alliott group states that a colossal shift is happening in every
sector– Accountants and lawyers need to open their minds or be eaten up.
My suggestion to avoid being “eaten” is to do these three
things which will truly set your business apart from others and virtually
guarantee a stream of business owner clients.
OK, I’m going to get right to the point because your time
is valuable and so is mine. Here goes.
At this moment while you are reading this, membership
reps of NFIB (National Federation of Independent Business) are canvasing every
business population in America, that’s a good thing. NFIB has been helping
small business owners join together in pushing back on harmful regulation that
could hurt them, their business and their employees. NFIB's
mission is to promote and protect the right of our members to own, operate and
grow their businesses.
The U.S. Census
Bureau’s Business Dynamics Statistics reveal that over the last 25 years, an average of one in every 12
employer firms closes down every year.
NFIB
helps small business owners to keep their businesses running profitably so they
can stay in business. When they stay in business, they stay as your clients.
So
the number one step I recommend is to be a member of NFIB and promote
membership to your clients; they will thank you for
it. I can help you to become a member of NFIB if you are not a member
currently, and I have handouts which make it easy to promote membership to your
clients.
If you are not yet a member yourself, I would strongly
suggest that you contact my office and allow me to give you’re the details and
get you started. Among all the things which a membership will do for you and
your business, it will keep you abreast of what the challenges are for your
clients who own a small business. I will email you handouts which you can
easily copy and distribute to your clients. One popular right now is the Form
1040 which presents how NFIB was responsible for getting your clients the 20%
tax deduction.
Being is an NFIB member and promoting it to your clients
is first way in how you can help your clients to love you and give you
referrals. Contact me today and let’s start that conversation. I can help you
regardless of where your firm is located in the USA but I will need to speak
directly to the owner of the business.
The
second and third steps (and offerings you should make to your clients) are both
the W.O.T.C. program and the Estimated Tax Calculator. These
are DIY tools which you can offer to your clients. They take just a few moments
where they enter their information and we take it from there. Most CPAs,
Accountants and related tax professionals do not want to mess with these things
because frankly they aren’t profitable for their time, but for us, our proprietary
software makes it feasible; and in turn profitable for your clients. You
promote the websites and we’ll find monies which over 90% of tax firms are
unable to find. Again, you won’t earn income directly from the W.O.T.C. program
and the Estimated Tax Calculator but will certainly make you the hero when your
client’s find monies which you were unable to or it isn’t in your list of
services.
Your clients need to hear about NFIB
and the W.O.T.C. program and the Estimated Tax Calculator from you.
Regardless whether you tell your clients about NFIB or
share how they can save up to $9600 with new hires or get huge tax savings with
our online calculator, they will find
out about these opportunities on
their own. NFIB reps will call on them and enroll them. My firm will
continue to market our W.O.T.C. and Tax Savings Calculator online where we get
hundreds of businesses enrolling daily. Now that you know about this, you don’t
have to let your clients come to you and ask you why you didn’t tell them.
Don’t wait a moment longer. Pick up the phone and call
me. Or use my contact form. Click on the links and get the details; you can
even use the W.O.T.C and Tax Savings Calculator for your own business and see
how much you could be saving!
Promote NFIB, and add our W.O.T.C. and Tax Savings Calculator to your
services. Request and print the handouts on your letterhead and share them. It’s
that easy and you will be the hero. Remember that you won’t earn directly from offering this knowledge to
your clients but you will gain
in many other ways by being the professional your clients will respect you as.
If you would like more ideas to promote and increase your
revenue, request my Monthly Financial Tips eLetter.
Make it a great day!
Ter Scott!
NOTE: Please visit NFIB.com to research the organization but please do not register to become a member at the site. Please contact me and allow me (Membership Rep #3A687) to register your membership.
PS. We offer a program in which financial professionals can
earn substantial sums when offering the W.O.T.C. and Tax Savings Calculator to
their clients if you would like to have a more hands on approach. If you are
interested, please ask me how.
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