Every tax season you have to face some of the same issues. How many of my previous clients will return? How hard will I have to work to get the appointments scheduled this year? Will I need to hire part-time help and how much will that cost? And how do I get everything done on time while keeping clients happy without losing my mind by the Tax Day!
Tennant Lawn Services offers a wide range of services including landscaping design and lawn maintenance, irrigation systems, lighting services and more.
Central Valley Tax Services (CVTS) has been providing consumers with help developing financial plans, tax strategies and tax preparation.
Ten years ago Nick Maldonado and Oscar Toro had a vision to provide an opportunity for business-minded professionals to own their own tax preparation business. In 2014 they decided to franchise their concept and it has now grown to over 100 stores across 9 states!
D&J Professional Services helps small businesses with business plans, financial planning services, tax strategies and tax preparation. They work with a range of clients that come from all walks of life and own a wide variety of businesses.
OBJECTIVE Wanted to increase customer retention, generate more referrals from existing clients while reducing marketing spend and staff time.
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