busy season archives - page 35 of 55 - 卡塔尔世界杯常规比赛时间

busy season 2015: new lessons in time management

april 6, 2015

the 卡塔尔世界杯常规比赛时间 busy season barometerclick to join the survey; see the results — the 卡塔尔世界杯常规比赛时间 busy season barometer
click to join the survey; see the results

lesson learned: plan, prioritize, repeat.

next question: key financial metrics for 2015 results.
join the survey; get the answers.

by 卡塔尔世界杯常规比赛时间 research

they don’t call it “busy season” for nothing. it’s a frenetic, hectic, even hellish effort to herd client cats toward an unforgiving deadline.

when we ask 卡塔尔世界杯常规比赛时间 members what lessons they’re learning this year and what they plan to do about it next year, we hear a lot about time management. based on the survey, time management issues can be organized into eight main categories:

disorganized offices,
toback
timing,
staffing,
scheduling,
procrastination,
poor planning,
the need for time off and
the desire to retire.

the solutions cpas will be implementing next year range from minor tweaks to complete overhauls, or even surrendering to retirement and calling it victory. read more →

busy season 2015: vexed by regs, cpas dismayed at congress

april 1, 2015

by 卡塔尔世界杯常规比赛时间 research

get a read on the busy season. join the survey; get the results

next question: what’s the best way to fix the tax system? register your comments here.

by 卡塔尔世界杯常规比赛时间 research

the u.s. tax system has become so complex and dysfunctional that even professional tax practitioners are bitterly frustrated and angry – outrage that’s been boiling over in the 卡塔尔世界杯常规比赛时间 busy season barometer.

this year accountants are talking about staff problems, client problems, overload problems and affordable care act problems. but the anger with new forms and regulations isn’t stopping there.

“all reason has gone out the door,” says a cpa in montrose, colo. “i have been preparing tax returns for over 35 years. there has never been a tax season like this one – and there will never be another one like it.”

busy season 2015: when clients are the problem

march 31, 2015

by 卡塔尔世界杯常规比赛时间 research

top nine client management solutions.

next question: lessons learned.
join the survey; get the results

by 卡塔尔世界杯常规比赛时间 research

the 卡塔尔世界杯常规比赛时间 annual busy season barometer is uncovering some frank and candid talk about clients. yes, we love them. couldn’t live without them. most of the time. but, well, not always.

it’s not that they’re bad people. but let’s face it, they aren’t always sweating tax prep much in advance of april 1, they have no idea what new regulations are in effect this year and their advisories from their cpa are filed under “migraines that can wait.” plus, they truly believe their cpa is exclusively dedicated to their company and doesn’t really have much else to do but wait around for their phone call.

“no matter how proactive you try to be at scheduling and planning ahead, clients still delay providing information for their taxes,” bryan lantz says. “seems the irs, congress and the media are out to make our jobs even more compressed and stressful.” his solution: “keep communicating with clients to ensure that we can do the best we can at equalizing workflow during busy season.”

from their remarks, 卡塔尔世界杯常规比赛时间 draws at least nine lessons in smart client management.:

busy season 2015: short-term staffing problems need long-term solutions

march 30, 2015

by 卡塔尔世界杯常规比赛时间 research

not enough trained staff, not enough seasonal staff, not enough staff.

next question: the smartest moves this busy season? join the survey; get the results.

by 卡塔尔世界杯常规比赛时间 research

the 卡塔尔世界杯常规比赛时间 annual busy season barometer is eliciting a panoply of lessons learned and plans for a smoother season next year. a lot of professionals’ comments this year are nothing short of outright complaint. and not without reason. it’s been a rough year. if the snow didn’t get you, forms 3115, 8962, 8965 or 1095a did. plus all things irs got more complicated, clients got more desperate and, apparently, tensions rose as cpas and staff stretched themselves to the limits of professional endurance.

one of the main lessons learned is the need for enough staff — enough staff hired early enough and trained well enough. nancy casburn at casburn cpa in lee’s summit, mo., sums up the importance of the softest of software: “staffing is the most important reason for failing or succeeding at tax season.”

if we can draw any conclusion from all the staff-related lessons reported in this year’s busy season barometer, it is that the profession needs more staff, better trained staff and an availability of seasonal staff. given the increasing complexity of tax returns, the solution of this problem — more training, more accounting majors — needs to arrive quickly and be broadly based.

busy season 2015: headaches from obamacare

march 26, 2015

by 卡塔尔世界杯常规比赛时间 research

‘aca is pita bs for cpas.’ next year’s plan: ‘become a monk.’

next question: the smartest moves this busy season? join the survey; get the results

by 卡塔尔世界杯常规比赛时间 research

as busy season 2015 grinds down, tax prep professionals are grappling with myriad and continuing issues with new rules, thin staffing and difficult clients, according to the 卡塔尔世界杯常规比赛时间 annual busy season barometer. but the new affordable care act seems to be causing the most widespread aches and pains among accountants.