Janel SykoraEver spend part of your afternoon rummaging through email threads, pinging clients for “that missing file”, or wondering whether the spreadsheet sent last week was really the one you asked for?
Janel SykoraWe all know that cycle: busy season, then tumbleweed. What if instead those same clients were with you all year, leaning on your firm for insights, strategy, and yes, more than just that annual tax return?
Janel SykoraThe real magic for accounting firms happens after tax season. Yep. When everyone else is catching their breath, that’s your golden window to turn all that chaos and caffeine into something way more powerful.
Janel SykoraHere’s why Q4 is so good for this, plus how our CRM segmentation tools in Cajabra CRM help you sort the winners from the ones dragging you out of first gear.
Janel SykoraLook, I know every tax season feels a bit like waiting for a storm. But what if I told you that the next storm isn’t something to fear… but rather something you’ll ride like a pro surfer on a perfect wave?
Janel SykoraYou probably have a beautiful website, solid content, maybe even a few blog posts that deserve an award. People visit, read, and then... vanish. Poof. You have no idea who they were or whether they could’ve become your next big client.
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