Marketing is not just a useful skill to put on your resume, it is a vital skill to acquire for your Tax Service Bureau. Having a marketing strategy for your Tax Service Bureau is the key to maximizing your business’s earning potential. In this week’s blog we will be sharing with you six key points for developing the marketing plan of your Tax Service Bureau.
Build your Brand Identity
As a new or old Service Bureau your brand is the cornerstone of developing your marketing strategy. Creating a motto or tagline for your business can help your potential clients identify you easily from your competition. Having a logo and recognizable color scheme is vital not only for branding but also when creating any additional marketing content. This goes right into our second tip.
Hire a Professional
The second step in marketing your business is to hire a professional to do some of the work for you. A professional graphic designer or marketing specialist will be able to create marketing materials, both print and digital, to expand the reach of your business. A professional designer can create content such as blogs, social media posts, videos, and more. We are in a digital age so make sure anyone you hire for this position has at least a basic understanding about how most social media platforms function and some background with web design. Speaking of the digital age, that brings us to our third tip.
Creating your Online Presence
We mentioned in our previous tip how a professional designer can create content for your Tax Service Bureau. Content creation is a vital part of marketing your business and building your brand. It takes 5 to 7 impressions for your brand to be recognizable to a consumer. Your designer should produce unique and creative content that highlights the positive qualities of your Service Bureau.
Building your Marketing Team
Following our previous points, it’s time to build your marketing team! Assembling a marking team will take some of the pressures of marketing off your shoulders. We recommend a team or around 5 or more to handle this job but the number is flexible depending on how motivated your team members are. Your team will handle marketing campaigns, lead generation, tracking potential clients, and handling referrals. A useful incentive to offer your team is commissions, a percentage they make from each successful client partnered with your Service Bureau.
Discount Programs
We almost chose now to include this on the list because it was so obvious. Providing a discount program can not only help to gain new customers but also retain current ones. For example, 20% off your first software purchase with your Service Bureau or a loyalty discount after their first 6 months of partnering with your Service Bureau. There are plenty of ways to offer a discount that doesn’t break the bank. Have your marketing team work on unique and creative discount ideas to market and watch the leads role in!
Highlighting your Services
While professional software sales is the main product provided by a Service Bureau it’s far from your only source of revenue. Your marketing should highlight the services your Bureau provides to their partners. Services such as tax prep training, customer service training, sales techniques, post sales follow-ups, and much more.
Marketing seems overwhelming to someone not familiar with it. Our marketing tips are just the first step of many in the journey to becoming a successful Service Bureau.
If you want more marketing information for your Tax Service Bureau than check out our previous blog, Branding and Marketing your Tax Business in 2022.
Still not a Tax Service Bureau or want to become a Service Bureau and don’t know how? Reach out to Swift FP for more information. Our representatives would love to talk with you and answer any questions you might have.
