What marketing plans have you used lately and which ones have given you the best ROI?

Answered by:

Jim Lambert

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First Choice Consulting, LLC
24 Questions answered
Answered on June 4th, 2018

I  am refocusing my business using a company out of San Diego. They have a great system that helps put Advisors and CPA's/tax professionals together. This team-based model allows me to bring great value to the tax professional. Having a team of experts that can focus on advanced tax strategies increases the tax professional's revenue and increases their business without adding to their workload. The more clients the CPA has, the more opportunity the team-based model can help and as long as the client remains everyone's focus, we all win. 


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