try this clean slate exercise

clean slate with three pieces of colored chalk

spend a few minutes today to check your course.

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more on tax season: offer your tax clients other services | can your tax reviewers answer these 10 questions? | the top 12 mistakes in tax return preparation | six types of person: which are you? | answer these two questions first | help your tax clients, help yourself | what’s your value to your tax clients? | are you excited about tax season?
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also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.

now stop for a moment, forget about what you are doing and fantasize about how you would start a practice from scratch.

if you were starting out today in a tax preparation practice, what would you do?

write out a few notes and then compare to what you have today.

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is it what you wanted? is it what you want?

what changes would you make? what would you do different?

would you replicate exactly what you have right now? if yes, then you are truly lucky.

would you encourage your daughter to become a cpa/tax preparer?