John Raines

John Raines Helping CPAs and EAs Become More Valuable Assets to Their Current & Future Clients Yeah, those software-based systems are coming for your client bases.

CPAs and EAs...things could be changing for you very soon…

Have you heard of Corvee, TurboTax, and TaxSlayer? As time goes on, I’m sure you’ll even see Amazon and Walmart jump into the mix with their own automated accounting software services. You may be thinking: “My clients love my work...they’re not leaving”

But how often do you engage your clients? Once, maybe twice, a year? Look, today’s co

nsumer is looking for convenience...which is why droves of people are moving their business to TurboTax and the plethora of other software packages. So how do you retain your client base and keep them from moving their business to software in the name of convenience? Or to your competitor with higher-end software and customized solutions that you don’t have? Well, we just need to make you more valuable to them. In other words, we can give you a path to transition from “just” tax preparation to tax planning. There is a BIG difference between the two…

Now, I’m NOT suggesting you become a jack of all trades. The BIGGEST hurdle accountants face when growing their business and achieving their goals is a lack of time. You are already working maximum hours, and there is no practical way to increase the percentage of new A clients relative to new B and C clients. What I am about to show you is a new strategy that has helped many tax professionals increase their annual revenue by $50-250k without additional work...or taking on additional risks. My TailoredTax™ Method allows accountants with an opportunity to use the new model as the means to better serve their A clients with tailored tax and business solutions at no additional cost or risk. As the team-lead to expert specialists in tax and business solutions, I serve as a back-office partner allowing my select accountant partners to offer more pro-active and holistic client solutions in addition to generating more revenue. (see my featured section for the Old vs New way accountants scale their business). So if you are an accountant who wants to:
• Grow your business
• Become a more valuable asset to your A clients
• Retain your current base of clients...and not lose them to TurboTax or other software

Then simply leave me a note and let’s find time to chat more about how we can implement the TailoredTax™ Method into your business today.

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Estimate how much life insurance coverage may be appropriate for your situation.

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508 N 2nd Street Ste 108
Fairfield, IA
52556

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Monday 10:30am - 5pm
Tuesday 10:30am - 5pm
Wednesday 10:30am - 5pm
Thursday 10:30am - 5pm
Friday 10:30am - 5pm

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