ItDepends wrote:You have a CPA and 5 years of individual tax preparation experience (among other experience, of course).
1040 preparation is all you need to get started and you can specialize outside of that with whatever you enjoy or what you are good at.
Within 2 years you will be getting by, 3 years to making a living, 4 years to a nice one, 5 years to a great one.
Unless you are in the total boondocks, the more successful clients will seek you out. Just price out the demographics you don't want.
Hang a shingle and get out there and get some clients. Ask politely and honestly for referrals. Do a good job for people and they will refer their family and friends. When you ask them, they will do it, you'll see.
I'm not saying it's easy. But a piece of the pie is there waiting for you.
TaxMan2020 wrote:Itdepends & Tasman, This may be a dumb question, but what does it sound like when y’all ask for referrals?
CP Hay wrote:Due to the sensitivity of what we do I’ve always believed that tax work was, and still is, a referral business. The one issue that I find is that even if you have current clients who trust you doesn’t necessarily mean that you can depend on them for all your business. They may not know anyone who is your ideal client.
Also, I try to market on a national scale because I prefer to work remotely. I’m curious to know from those of you with a steady flow of referrals, how many of the referrals are local versus out of state.
TaxMan2020 wrote:Do you have any experience with offering cfo/controller services?
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