This LIVE Bootcamp will be taking place in Irvine, CA on September 24-25th.
This will be a roll-up-your-sleeves-and-get-to-work bootcamp that focuses on building your tax business.
You will walk away with actionable marketing and business strategies that you can immediately apply and see 30% gains.... this year.
Do you know that you need a marketing plan to effectively market your services but are not sure how?
Do want to learn how to raise your hourly rates and fees the proper way without losing clients?
Do you want learn how to build referral partners and relationships that will feed your business thousands of dollars of new work each year?
These are just few of the things that you will walk away from our Tax Business Builder Boot Camp.
You will get it all from leading tax business strategist, CPA, Attorney, Best Selling Author and Radio Show Host:
Mark Kohler he will share all of the secrets on how he started and grew a multi million dollar tax business and you will walk away with actionable strategies that you implement in your tax business - today!
DAY 1: Business Builder BOOT CAMP
8:30 – 10:00AM Defining Your Niche and the Marketing Plan Building Blocks
- The 21st Century Accountant and YOUR Vision
- Defining Your Niche and Target Customers
- Understanding TOMA
- The 4 Parts to each Marketing Strategy
- Logos and Design Support (Elance, Upwork, Fiverr)
10:00- 10:30AM BREAK
10:30 – 12:00AM Customer DataBase Management (Email Marketing Part 1)
- Management Software versus Marketing Software
- Software Options (Infusionsoft, All Clients, ACT, Constant Contact)
- Tagging and targeted campaigns (email, mail, texts, phone)
- Capture Sources for Customers (Opt In Pages, Texting, Social Media)
- E-Newsletter Options and Strategies
12:00 – 1:00PM LUNCH
1:00 – 2:30PM Referral Systems and Client Outreach
- Strategic Partnerships
- Customer Referral Programs
- Staff In-house Referral Programs
- “Thank You” Procedures – Randy Luebke (Specialist)
- Surveys and Software Options (Survey Monkey, Phoneburner)
2:30 – 3:00 BREAK
3:00 – 4:30PM Website Management and the Marketing Funnel
- Design versus Programing
- Keeping your Website in budget
- Web SEO budgets and procedures
- Introduction to the Marketing Funnel
DAY 2: Business Builder BOOT CAMP
8:30 – 10:00AM E-Books, Blogging and PodCasts
- Why and how to brand ‘Yourself’ and being a ‘Guru’
- How to write a book (self publishing and traditional options)
- How to Blog and Wordpress
- Podcast options and iTunes
- Getting Your Articles published with 3rd parties
10:00- 10:30AM BREAK
10:30 – 12:00AM Videos, Webinars, Seminars and Smart Phone Apps
- How to build a Client Resource Center
- Getting paid to do Webinars and how to publish them
- Keeping Seminars cost effective and profitable
- Options for Smart Phone Apps and their potential
- Charitable Events and Seminars
12:00 – 1:00PM LUNCH
1:00 – 2:30PM Email Marketing Part 2 and the Marketing Funnel
- Maximizing your accounting knowledge and the Marketing Funnel
- Having the ‘Funnel’ pay YOU and subsidize your marketing
- Trip Sequences and Campaigns – J Massey (Specialist)
- Converting a ‘Contact’ into sales revenue
2:30 – 3:00PM BREAK
3:00 – 4:30PM Social Media Advertising and Marketing
- YouTube Channel and publishing
- FaceBook Fan Pages versus Personal pages
- Paid Ads (white hat verus black hat SEO)
- Linked In, Twitter, Instagram, Google+
- Facebook Marketing – (Brandon Wenzel (Specialist)
- Finding a balance with Social Media and YOUR Plan
