stop beating up the irs – really
look what these people have been asked to do over the years, and thank them.
by jon baron, mba
co-founder and head of strategy at make the connection inc.
tax practice
busy season 2021 gets off to weak start
filings trail 31 percent. tax pro forecast looks glum.
busy season barometer
join the survey. get the results
by beth bellor
more on busy season: team expectations: a checklist for busy season | you’re not just taxes | the happier, saner, richer tax firm | survey: a glint of optimism for 2021 | ppp traps: 1 in 5 accountants report shady dealings
team expectations: a checklist for busy season
what do you think your staff knows about tax season? check again.
by kristen rampe
busy season is here. are you ready? is your team ready?
you might feel your team “should know” your expectations, but that’s not always the case.
more rampe: pandemic lesson: innovate faster | tax season savvy: five ways to stay sane | why host a partner retreat? | survey results: effective stay interviews for cpa firms | the 16 biggest #fails in delegation | survey: work-life balance: according to whom? | new survey results: two ways your strategic plan can reduce turnover |
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a client of ours once assumed a five-year staff they hired from a top 10 regional firm would know tax professionals work on saturdays from february – april. she chose not to show up for any of them in february.
while the managing partner stewed over this behavior, we realized three key factors were in play:
you’re not just taxes
make sure tax clients know about other services.
by ed mendlowitz
call me before you do anything: the art of accounting
during a tax return preparation interview, getting a client’s information is a tremendous opportunity to find out the concerns of the client and how you can help.
more: 20 good ways to boost tax season production | how to recoup staff training costs | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
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the assistance you give can sometimes provide a life-changing benefit to the client while enabling your firm to increase its service base and gain additional revenues.
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how to implement the laziness equation
calculate and cut turnaround time.
by frank stitely
the relentless cpa
one of the funniest parts of launching clarity practice management has been watching my business partner, peter daniel, learn about the business acumen of cpas and accountants. peter and i founded clarity as a collaboration between a cpa firm client (peter) and a cpa firm (me.). he knew what he wanted from a client perspective, and i knew what we wanted as a cpa firm.
more: the happier, saner, richer tax firm | ‘quick questions’ and other client sins | when clients create errors | how we killed the tax season client meeting | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm
peter owns a software development company and believes in the rational decision-making model for businesses. the rational decision-making model is totally irrelevant to the way most cpas and accountants run their practices. for instance, consider this interchange between peter and a practitioner at our clarity booth during a trade show.
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