We recently connected with Erika Jones and have shared our conversation below.

Hi Erika, thanks for joining us today. How did you scale up? What were the strategies, tactics, meaningful moments, twists/turns, obstacles, mistakes along the way? We’d love to hear the backstory the illustrates how you grew the firm

Scaling up our business was a gradual process that involved a combination of different strategies and tactics. One of the most important steps we took was to establish strong partnerships and collaborations within the tax preparation industry. This allowed us to reach a wider audience of potential customers and to increase awareness of our services and programs.

We also focused on developing high-quality products and services that met the needs of our customers. By offering online, IRS-approved CE courses and an intensive mentorship program, we were able to differentiate ourselves from our competitors and establish ourselves as a trusted and reliable provider of tax preparation training and support.

Along the way, we encountered a number of obstacles and challenges. One of the biggest challenges we faced was managing the growth of our business while maintaining high levels of customer satisfaction. We had to invest in new systems and processes to ensure that we could handle the increased demand for our services, while still providing the same level of quality and attention to our customers.

We also made some mistakes along the way, such as underestimating the time and resources required to develop and launch new products and services. However, we learned from these mistakes and used them as opportunities to improve and grow.

One of the most meaningful moments for us was when we began to see our mentorship program making a real impact on the lives and businesses of our clients. Seeing tax preparers go from struggling to six-figure earners and beyond, and knowing that we had played a role in their success, was truly rewarding and motivating for us.

Overall, scaling up our business required a combination of hard work, dedication, and strategic planning. We had to be flexible and adaptable in the face of challenges, and always remain focused on providing value to our customers. By doing so, we were able to establish ourselves as a leader in the tax preparation industry and achieve the level of success we have today.

Awesome – so before we get into the rest of our questions, can you briefly introduce yourself to our readers.

Sure, I’d be happy to provide an introduction about myself, my business, and what sets me apart from others.

My name is Erika Jones, and my business partner is Jason Cheek, we are the owners of Express Tax Software Solutions. We have been in the tax industry for almost 15 years so our background is in finance and accounting, and we.ve always had a passion for helping small business owners and tax professionals succeed. When I started my career as a tax preparer and quickly realized the need for better software solutions to help streamline the tax preparation process. That’s when I came up with the idea for Express Tax Software Solutions and decided to pursue my dream of starting my own business.

Express Tax Software Solutions was created with the needs of tax professionals in mind. Our software is user-friendly and designed to make the tax preparation process as efficient and accurate as possible. What sets us apart from other tax software solutions is our focus on providing exceptional customer support and ongoing education and training to our users. We want to be more than just a software provider; we want to be a trusted partner to our clients and help them grow their tax businesses.

What sets us apart from others is our commitment to quality and our focus on providing personalized support to our clients. Starting a tax business can be a challenging but rewarding experience. It’s important to have a solid business plan in place, understand your target market, and have a deep understanding of the tax laws and regulations. Some common challenges that new tax professionals face include finding clients, managing their finances, and staying up-to-date on the latest tax laws and regulations.

I am most proud of our mentorship programs which were designed to help tax professionals start, build, and grow their businesses. We provide personalized support and guidance, access to our network of successful tax professionals, and ongoing training and education. Our goal is to empower our clients with the tools and resources they need to achieve success.This accomplishment was a testament to our dedication to our clients and our commitment to providing high-quality products and services.

For potential clients, followers, and fans, I want them to know that at EXpress Tax Software Solutions, we are passionate about helping others achieve their goals and succeed in their [industry/business/craft]. Whether you are looking to improve your skills, grow your business, or stay up-to-date with the latest trends, we are here to help. We believe in the power of personalized support and are committed to going above and beyond to help our clients achieve success.

Any advice for growing your clientele? What’s been most effective for you?

The most effective strategy for growing our clientele has been building strong relationships with our existing clients and leveraging word-of-mouth referrals. We believe that the best way to attract new clients is by providing exceptional service and results to our existing clients, who will then recommend our services to their friends and colleagues.

In addition to word-of-mouth referrals, we also use digital marketing strategies to attract new clients. This includes targeted advertising on social media platforms, as well as search engine optimization (SEO) strategies to increase our visibility in online search results.

Another effective strategy for growing our clientele has been through collaborations and partnerships with other businesses and organizations in our industry. By partnering with firms and associations that serve our target audience, we are able to reach a wider audience of potential clients and provide them with valuable resources and services.

Overall, we believe that the key to growing our clientele is a combination of building strong relationships with our existing clients, leveraging word-of-mouth referrals, and using effective digital marketing and partnership strategies. By focusing on these core strategies, we have been able to achieve steady growth and success over the years.

Any thoughts, advice, or strategies you can share for fostering brand loyalty?

As tax business strategists and mentors, we believe that building strong relationships with our clients is key to fostering brand loyalty. To stay in touch with our clients, we use a variety of communication channels, including email, social media, and phone calls.

We also make a point to stay connected with our clients by offering ongoing support and resources, such as newsletters, blogs, and other educational materials. This helps us stay top of mind with our clients and ensures that they are getting the most value from our program.

To foster brand loyalty, we also focus on delivering exceptional service and results. We believe that by going above and beyond for our clients and helping them achieve their goals, we can build long-term relationships and ensure their loyalty to our brand.

Finally, we make a point to solicit feedback from our clients on a regular basis. By asking for their input and suggestions, we can ensure that we are meeting their needs and addressing any concerns or issues they may have. This helps us improve our services and strengthen our relationship with our clients over time.

Overall, we believe that staying in touch with our clients, offering ongoing support and resources, and delivering exceptional service and results are key to fostering brand loyalty and building long-term relationships with our clients.

Contact Info:

• Website: http://expresstaxsoftware.com
• Instagram: https://www.instagram.com/taxcoacherika
• Facebook: https://www.facebook.com/expresstaxsoftware
• Twitter: ExpressTax2020
• Youtube: Express Tax Academy

Image Credits
ShotByRakiya Photography QuintonCochran Photography