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automated

As businesses reopen mostly from home everyone is busy. Emails are flying back and forth between you and your clients, employees and employers. Maybe deadlines are approaching and you have a very long list of tasks ahead of you. However, there are 5 crucial tasks that you can (and should) automate to save you time…

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automatic appointment reminders

The global pandemic has forever changed our lives. As you learn to live differently, businesses are also making big changes. Automatic Appointment Reminders is no exception. But we’re also learning that our business is essential in keeping consumers and patients organized while much of our lives are being conducted from home. Here are some ways…

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online reviews

Positive online reviews are a key piece of credibility for your business. Research shows that 93% of people use online reviews in their decision making process. In fact, reviews are so important that you should have a dedicated strategy for increasing your online reviews. One of the tools we detail below is how to use…

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missed appointments

If you conducted a case study on one patient that regularly missed appointments, what would you find? While reasons for missed appointments vary between patients, there are distinct patterns. Below are two case studies we have analyzed to reveal some of these patterns and suggest effective solutions. It’s time to put an end to missed…

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business strategy

When you started your practice, what did you determine to be your business strategy? In most cases, your marketing strategy includes a business strategy. But even then, if your business has grown, then likely you have also outgrown your initial business strategy. Here are 4 signs you’ve outgrown your communications strategy and you need to…

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safety policies

As the economy slowly reopens and people start to emerge out of their home you may be considering reopening your business. In fact, you may have already opened your business to the public. Either way, there are specific CDC recommendations for keeping you and your staff and customers safe and healthy. Below we highlight some…

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missed appointments

In general, people will miss their scheduled appointments by up to 80% in their lifetime. That’s a pretty huge chunk of your bottom line being both lost and depleted when those appointments aren’t rescheduled. In addition, there is a cost for the time to process the rescheduling. There are many strategies and tools that can…

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marketing strategy

A marketing strategy is an important tool when starting a business. But when last did you update your marketing strategy? Likely your consumers are not exactly the same as they were 5 or 10 years ago – and even if they are, the technology they are using isn’t the same. This is especially true if…

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tax season

Tax season is once again upon us. Last year we wrote an article on how you can use your appointment reminders during tax season to both boost your business and help you stay organized. This year we’ve updated the article to include more great tips! Every CPA should be using automated appointment reminders during this…

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