four challenges of managing new tax preparers

… and three tips to make it easier.

by frank stitely
the relentless cpa

how do you train up newly hired tax preparers?

hint: don’t start with taxes.

more by frank stitely
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

having standardized processes is key. teaching processes is much easier than teaching tax return preparation. learning your processes teaches tax return preparation if your processes are well defined. much of tax preparation is data entry-oriented. then you teach the variations.