get your team ready for tax season

happy multi-ethnic business team with thumbs up in the officethree steps to a happier grind.

by ed mendlowitz
tax season opportunity guide

if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.

more: 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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also have team players. part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely.  everyone working together gets it done.

you need to create that atmosphere. here are a few things that will help:

  1. no jerk rule. don’t employ jerks. bad apples bring down everyone else. if you have people not carrying their weight, not growing, nor reaching forward to help each other and clients – get rid of them.
  2. watch for movement. many times people do not really know what to do. you have to look for and notice this and then work with the staff person to perform the way they should and how you need them to.
  3. be a role model. you are a role model whether you realize it or not. staff sees what you do. if your attitude is annoyance when a client calls at the end of a day, or when you are on your way out to lunch, or you blame the client internally when there is a mistake, or try to pass off responsibility – that is what staff see and what they will replicate. those who understand what you are doing and don’t like it will leave you, so you will end up with a bunch of jerks – like yourself!