Category Archives: Business Development

Five Steps to Your Dream Practice

Yesterday afternoon, during our weekly Member Call-In, a member from Seattle asked a question that many of you are asking right now, especially those of you north of the Mason-Dixon line:

“During tax season, knee deep in tax preparation, I dream about relocating. If a tax coach started in a new town, what five-point plan would you recommend to establish a new practice?”

After the call, I got to thinking just how appropriate that question was, especially now in the middle of tax/cold/flu season. Is there a formula for building a dream practice? Read more…