Marketing Your Practice

3 Steps for Attracting Your Ideal Client

Some clients are just better to work with than others. Read on to see our three step process for attracting your ideal client.

Brandon Jones Brandon Jones
18 Aug, 2017
Marketing Your Practice

How to Optimize Your Tax Practice Website

Looking to optimize your tax practice website? We've got three simple steps to help get you started.

Brandon Jones Brandon Jones
10 Aug, 2017
Marketing Your Practice

How to Stay Competitive in the Age of Automation

Accounting is rapidly changing, and it's time for your practice to adapt. Here's how you can stay competitive in the age of aut...

Micala Ricketts Micala Ricketts
14 Jul, 2017
Marketing Your Practice

2 Simple Ways to Help Millennials Trust Your Tax Practice

Your tax practice needs millennial clients, which means you need to make millennials trust you. Check out these two simple ways...

Brandon Jones Brandon Jones
10 Jul, 2017
Marketing Your Practice

The Do's and Don'ts of Using Twitter for Your Tax Practice

Canopy's social media manager talks the do's and don'ts of using Twitter for your tax practice.

Micala Ricketts Micala Ricketts
5 Jul, 2017
Marketing Your Practice

To Grow Your Practice, Get Out of Your Comfort Zone

It's easy to get comfortable doing what you've always done. But if you want to grow your practice, it's time to work outside yo...

Kurt Avarell Kurt Avarell
24 May, 2017
Marketing Your Practice

3 Tips That Make Networking Easier (And More Successful)

Networking is a great way to grow your business, but it can also be hard. Read on to find out our top three networking tips.

Brandon Jones Brandon Jones
19 May, 2017
Marketing Your Practice

Lessons I Learned as an Entrepreneur that I Wish I Knew as a Tax Pro

If you want to grow your practice, you can’t just think like an accountant –– you need to think like an entrepreneur.

Kurt Avarell Kurt Avarell
14 Mar, 2017
Marketing Your Practice

How to Use Client and Professional Referrals to Get More Business (free ebook)

Increase your referral business by providing cash incentives to customers and colleagues who send clients your way.

Brandon Jones Brandon Jones
6 Mar, 2017
Marketing Your Practice

How to Have Your Most Profitable Tax Season Ever (free ebook)

Developing a marketing strategy and actively following through with it is essential for making more money as a tax professional...

Micala Ricketts Micala Ricketts
3 Mar, 2017
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