There are many ways to build and market your CPA practice. But if you’re an introvert, you might be avoiding even trying. You’re a shy CPA. If you're like me, you are more comfortable in one-on-one settings. And that’s not necessarily a bad thing. It takes all kinds...
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One of the most common questions received by practitioners is how they can continue to attract quality clients in a challenging and unfavorable environment. Here are three ways: Know that growth can take place in any environment: Good or Bad. In a bad environment, you...
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Once customers find out that you have a chatbot, you’ll want to take a moment and educate them about all of the features. For example, it’s a good idea to give your chatbot a name that’s unique to your business. If your company is selling floral arrangements, then...
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What’s the point of creating a Facebook Messenger Chatbot if customers don’t know that it’s available? You should make it a point to promote the new program across several social media platforms. If you want to build and maintain a successful business, you have to engage current and...
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After you decide on what Customer FAQ’s to add to your Facebook Messenger Chatbot, you should consider creating a warm and inviting automated greeting. A potential customer is browsing your Facebook page, taking a look at customer comments and your posts, and they decide to reach out to...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
