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Email Marketing Mistakes Tax Pros Never Want to Make

Jesse Arroyave on Aug 03, 2017


Email marketing remains one of the most powerful lead generating tools we use today. If they've provided you with their email address, then they've showin interest in your product. And addressing your audience quickly and effecitvely drives growth to your tax office. Why is it so great? Almost everyone has an email address, and more importantly, they check it EVERY...SINGLE...DAY. Not to mention those that check every 5 minutes for fear of missing something. Checking our emails have become very habit-driven, and can even distract us frequently throughout the day. That’s where you come in. You’re the healthy distraction they’ve been looking for. The problem is that most tax pros simply send the email, hope to get a response, and then figure out what to do afterwards. Big mistake.

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How Tax Professionals are using Uber to gain new clients

Jesse Arroyave on Aug 02, 2017

I think most people are familiar with how Uber and Lyft have changed the car service industry. They provide a level of convenience and more importantly, make you feel like you aren’t getting ripped off. Both Uber and Lyft saw a need that they’re customers can enjoy, so...how can we take a lesson or a play from their book? Before I answer this question, think about what your customers need or would enjoy during tax season. More of your clients and potential clients are starting to see self-preparation as the easier and cheaper alternative. You clearly have more resources and knowledge to assess their tax and financial needs, but is that enough? Let’s take a look at Uber, and see how partnering up with them provides the convenience we’re looking for.

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5 Things Tax Professionals Should be Doing this Summer

Roger Chinchilla on Jun 27, 2017


It's summer, and the busy tax season is finally over! But that doesn't mean it is time for tax professionals to check out.  Summer is an opportune time to prepare for the upcoming season, and we have 5 things tax professionals should be doing this summer that will help your personal professional development. So let's get to them.

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How to Engage Your Audience with Video Content: Actionable Tips for Tax Pros

Jesse Arroyave on Oct 07, 2016

We’ve been talking a lot about focusing on people’s attention and the importance of challenging ourselves in order to become successful. On one side, we see how Facebook serves as a great platform to share your information and content with everyone. The other side reflects your ability to embrace change and try new things. Still, I think it’s even more important to dive deeper with concrete examples and ideas of how to engage your audience.

With that said, ask yourself how much video content you’ve displayed. Do you think it’s worth it? Are people really paying attention to it?

If you’ve ever been on Facebook, sometimes you can’t help but wonder how a video received so many views. But is it really that hard to imagine something very funny going viral? Not really. When it comes down to it, they found a way to connect with people.

They found a way to be different.

So that’s what we’re going to do. I’m going to share some ideas of how to increase video engagement, and we’ll see who’s brave enough to try it themselves.

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Optimize Your Tax Business Marketing with Facebook Ads

Jesse Arroyave on Sep 30, 2016

Marketing can be overwhelming for many businesses, primarily because there are so many platforms to do it in. Still, I think there is one fundamental truth as it relates to marketing and your business, and it comes in the form of a question. Where is my client’s attention? It’s such an important observation, and unfortunately gets overlooked quite often.

Think about that question for a second. If you had no idea about marketing, where do you think you’d focus your attention?

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