Ep.4 Business Systems, Client Relationships, and the Power of the Paper Newsletter

IRS Whisperer

Stop losing clients! Stay top-of-mind and build a better client relationship with a paper newsletter. Join Dan in this information packed episode to learn how to incorporate a paper newsletter into your marketing plan. You’ll also learn when it’s appropriate to use a Power of Attorney and why you need to implement systems into your practice.

Key Takeaways:

- Differences between a form 2848 - Power of Attorney and the form 8821 - 3rd Party Appointee

- How you can connect with your clients on a personal level

- Why implementing systems in your practice saves both time and money

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Helpful Resources:

- Notion.so: Project management and note-taking software

- TaxDome: Manage your firm & clients in one place

- UltraTax: Professional tax software for tax preparers and accountants

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