tax season

how small firms can beat the staffing shortage.

by frank stitely
the relentless cpa

the following story brought tears to my eyes while i sat in a barbados resort drinking some alcohol concoction. was it the alcohol talking or the happy ending where i got a profit distribution check? maybe a little of both.

more: who’s your most valuable employee? | how to implement the laziness equation | the happier, saner, richer tax firm | ‘quick questions’ and other client sins | how to train clients | avoiding projects hung up in process | when clients create errors
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the afternoon before i left for beautiful barbados, the partner group of our outsourced accounting practice met for a state of the practice meeting conducted by our director of outsourced accounting.
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tax season is supposed to get better every year – if you know what you’re doing.

by ed mendlowitz
call me before you do anything: the art of accounting

tax preparation is a very serious undertaking that needs to be managed and continuously improved.

more: you’re not just taxes | 20 good ways to boost tax season production | why annual staff evaluations fall short | why create an accounting firm business model? | creating a cross-selling culture | value pricing in uncharted waters
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this requires buy-in from partners, managers and the entire staff. the culture of the firm has to be where only the best work done the right way at the right time is acceptable.

here are some best practices you can consider adopting:
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don’t be the fool in the room.

by frank stitely
the relentless cpa

we have been heavily in the numbers so far. let’s take a break from that to discuss a factor that, while not heavily numeric, plays a big factor in managing wip – employee productivity. because capacity is the denominator in the lean six sigma equation, and employee productivity is a big factor in capacity, employee productivity becomes a big factor in determining turnaround time.

more: how to implement the laziness equation | the happier, saner, richer tax firm | avoiding projects hung up in process | teaching the meaning of ‘done’ | why millennials are the answer | calculating and cutting turnaround time
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first, let’s dismiss from the room all the consultants, who tell us that time tracking and productivity metrics don’t matter. for the most part, these consultants have never managed or owned cpa firms. rarely have they worked in firms for any length of time.
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ask why you’re putting things off.

by ty hendrickson

tax season is already here and in full swing in our house. i know what you are thinking, “she doesn’t have tax season anymore!” but that is not true. some of you know that not only am i a cpa, but i’m also married to a cpa so i couldn’t manage to get away from tax season even with a career change. that means that this time of year is always a little stressful as everyone adjusts to new schedules and routines, but with a little planning and the correct mindset it does not have to be bad.

more: sales shouldn’t be scary | sell your services on value, not price | 3 steps to getting the most out of every meeting | why choose you? | the one big reason your hiring sucks | are you botching your first impression?
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each year we look for new ways to better manage our time and become efficient so that we can make these three and a half months as stress-free and easy as possible on everyone involved. today, i’m rounding up our top five time management tips to help make these crazy few months operate just slightly more smoothly for you as well.
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