here’s what you’re looking for: frank stitely

think clients really want those meetings? move them out of season and charge for them.

by frank stitely
the relentless cpa

better scheduling reduces wip. a while back www.g005e.com published an article by a brilliant writer (me) called “the annual tax season meeting is dead.” i based this article on years of scheduling mistakes in our firm that drove up wip and killed turnaround. here’s the gist of that article.

more: whittle down wip | maximize your role as visionary | the land mines in tax returns | give your people the resources they need | 4 tips for managing advanced preparers | the right way to assign staff projects | workflow for dummies | how effective project management makes your life easier
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beginning in the early 1990s, we began prescheduling personal tax meetings. we had the best intentions. our practice was growing, and we could no longer afford to have clients call us when they got around to it. we needed to bring sanity to the scheduling of meetings. we couldn’t have all of our clients call to schedule in mid-march. thus, we sent out postcards with prescheduled meeting times.
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it’s cheaper than adding capacity.

by frank stitely
the relentless cpa

want to increase profitability and client retention? manage projects effectively.

more: maximize your role as visionary | how to be the chief communicator | how to teach reviewing and time management | 4 steps to take before next tax season | 3 tips for handling rookie tax preparers | what goes into a client project?
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if you don’t have these measures, get them, or turn in your ceo title. if, as a value pricer, you’ve sworn off practice metrics based on productivity, you’ll learn nothing from this article. you just don’t have the numbers. mark cuban is on hold waiting to yell at you.
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if you follow this plan, you’ll have the time and reap the benefits.

by frank stitely
the relentless cpa

your role as chief communicator is closely related to your traffic cop role. in the traffic cop role, we covered prodding clients to keep projects moving along, but there is more to client communications than just moving projects along to completion.

more: the tax practice traffic cop | the land mines in tax returns | how to teach reviewing and time management | how to coach your staff | give your people the resources they need | 4 steps to take before next tax season | how to create good managers | 4 tips for managing advanced preparers | 3 tips for handling rookie tax preparers | how to hire and manage great admin staff | the right way to assign staff projects
exclusively for pro members. log in here or 2022世界杯足球排名 today.

how many times per day do clients contact you to ask such pressing questions as, “are my dog’s vet bills deductible medical expenses?” the answer is yes, if your vet holds dual dvm and md degrees and your dog is classified as a dependent on your tax return. see irs code section 999, subsection c, paragraph 666.
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avoid “what’s the status of” hell.

by frank stitely
the relentless cpa

let’s discuss two training issues in detail: teaching time management and teaching review skills.

more: how to coach your staff | give your people the resources they need | 4 tips for managing advanced preparers | the right way to assign staff projects | workflow for dummies
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the biggest training gift that you can give your staff is time management training. you may want to offer formal training, but i have never found one that was really specific to cpa firms and the daily challenges we face.
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also, don’t let your managers hoard work.

by frank stitely
the relentless cpa

to recap, your first role as ceo is chief strategist. that means putting the right people in the right roles with the right resources.

more: give your people the resources they need | 4 steps to take before next tax season | 3 tips for handling rookie tax preparers | some uncommon advice on hiring full-time staff | what goes into a client project? | value pricers ignore half the pricing puzzle | cpas can’t help you
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your second role is trainer and coach. this role is closely related to your role as chief strategist. you can’t put the right people in the right positions without the right people. this second role is about creating and keeping the right people.
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seriously consider your rate of return.

by frank stitely
the relentless cpa

we have talked about putting the right people in the right places. let’s discuss giving them the right resources.

more: 4 steps to take before next tax season | how to create good managers | how to hire and manage great admin staff | managing people: the heart of effective project management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

little angers me as much as getting cheap when it comes to giving staff what they need. here’s an example from my wife’s career as a federal government contractor.
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