busy season management archives - page 12 of 30 - 卡塔尔世界杯常规比赛时间

lessons learned from a bad busy season

april 7, 2016

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

6 ways to fix the biggest problems.

the 卡塔尔世界杯常规比赛时间 busy season survey
next question: accountants’ economic outlook
join the survey; get the results

by 卡塔尔世界杯常规比赛时间

we must have struck a chord in our article on the large number of firms suffering through a busy season worse than last year’s, a dreadful depth of bad. several cpas and tax preparers chimed in with comments, most of them constructive.

more on tax season for pro members: 3 ways to save time during busy season | most tax professionals call 2016 busy season much improved over last year | stress less this tax season | is tax season the new fraud season? | 5 tax season motivation tips | recognize your tax season resources | tax season 2016: irs in crisis | eliminate tax season excuses | record pre-season hiring surge: ready for biggest tax season ever? | 16 qualities of a good tax season client

from the discussion, we’ve gleaned six client management techniques that should be in practice at almost any firm.

busy season 2016: more clients, fewer problems

march 11, 2016

by 卡塔尔世界杯常规比赛时间 research

mostly better than last year. here’s why…

next question: key issues and concerns
join the survey; get the updates

by 卡塔尔世界杯常规比赛时间

last year’s busy season may go down in the annals of accountancy as one of the worst ever. and let’s hope that’s as bad as it ever gets. remember? the rollout of the affordable care act, the revamped irs forms coming out in february, a widespread need for new software, people getting sick, and then it snowed, and then it snowed some more.

more on tax season for pro members: problem clients causing big trouble | most tax professionals call 2016 busy season much improved over last year | stress less this tax season | is tax season the new fraud season? | 5 tax season motivation tips | recognize your tax season resources | tax season 2016: irs in crisis | eliminate tax season excuses | record pre-season hiring surge: ready for biggest tax season ever? | 16 qualities of a good tax season client | 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | tax season management: multi-tasking is a myth | digital workflow systems make tax season easier | why cpas need to worry about cyber crime (especially in tax season)

this year is looking a lot better, according to early responses to the 卡塔尔世界杯常规比赛时间 busy season survey.

busy season 2016: problem clients are causing big trouble

march 9, 2016

by 卡塔尔世界杯常规比赛时间 research

1 in 5 tax professionals report ‘worse’ year. here’s why…

by 卡塔尔世界杯常规比赛时间

it’s painful to think that the 2016 busy season is actually worse than the 2015 season for a large number of tax preparers. last year was bad. how can this year be worse?

more on tax season for pro members: most tax professionals call 2016 busy season much improved over last year | stress less this tax season | is tax season the new fraud season? | 5 tax season motivation tips | recognize your tax season resources | tax season 2016: irs in crisis | eliminate tax season excuses | record pre-season hiring surge: ready for biggest tax season ever? | 16 qualities of a good tax season client

over a fifth of all respondents to the 卡塔尔世界杯常规比赛时间 busy season 2016 survey are having a bad start to the year.

12 ways to stress less this tax season

february 27, 2016

by sandi smith leyva

quick, low-cost stress management tips.

by sandi leyva
the accountant’s accelerator

i don’t want to stress you out, but we really do need to do something about our stress levels.

more on small-firm growth strategies for pro members: 5 tax season motivation tips | keep more of your busy season earnings | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects

the american psychological association says our kids are getting headaches, having difficulty sleeping, and eating too little or too much due to pressure from school and household finances. the worst part is that most parents were not aware of the severity of their children’s stress.
read more →

the dreaded ‘quick question’

february 4, 2016

by michelle long and sandi leyva

maybe a training session is what’s needed.

by michelle long and sandi leyva
the ultimate accounting virtual conference

let’s talk about how to handle those “quick questions.” how many times do we have clients who say “i just have a quick question” and it’s never a quick answer?

more small firm growth strategies: how to manage client expectations | how to handle price sensitivity | how to handle referrals – and how not to | trashing the spreadsheet: best practices in modern expense management | how to find hidden money for your clients | 3 ways to implement value pricing | how small firms can use value pricing | building reputation to build your business | your existing clients are your best leads | need more business? focus on referrals

what are we going to do? are you going to bill? what about the time and effort to track and invoice your clients for those quick questions? what about the questions that are never quick?
read more →

40 other services your tax clients should know about

january 29, 2016

by edward mendlowitz

bonus: checklist for considering additional client services.

by ed mendlowitz
tax season opportunity guide

the following listing can give you ideas of additional services clients might need.

this list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!

where workflow management runs off the rails

december 15, 2015

by frank stitely

ruthlessly efficient workflow management and the tragic tale of tammy tardy.

by frank stitely, cpa, cva
clarity practice management

tammy tardy was an average tax preparer who owned a typical tax preparation firm. every tax season tammy met with a hundred or so tax clients much like many of us. tammy managed her workload using the piles of files method. after a client meeting, she put the file aside, knowing she would get to it shortly.

“ruthlessly efficient workflow management offers the chance to wring another ten years of profitability out of the 1040 market.”

of course, twenty meetings later, she had no idea what she should work on next. so she just picked up a file from her office floor and began. she felt that it didn’t matter which returns you work on when you are overworked and in a hurry. there’s a fixed amount of work to get done by april 15th, and you just jump in and do it.

ready for tax season? not so fast

november 28, 2015

by sandi smith leyva

4 resolutions to keep as you prepare for busy season.

by sandi leyva
the accountant’s accelerator

i’ve worked with a lot of accountants who do not realize how valuable their skills are in the marketplace. most people can’t do what we do with numbers. we need to shake any self-limiting beliefs we have in this area because it limits our ability to serve more clients.

more on small-firm growth strategies: make your services an investment, not an expense | how a spreadsheet can help stop leaks | 9 ways to boost your value (and your fees) | 9 ways accountants throw away profits

if you were making resolutions for the accounting industry, what would you suggest? the first resolution i’d make is:
read more →

8 ways to delight tax season clients

november 27, 2015

by edward mendlowitz

do you make them feel important?

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings. do what you can to accommodate them and make them feel important – as important as they believe they are.

more on tax season: small tax season leaks can cause great damage | 5 ways thorough beats sloppy in tax season | here’s your new tax season marketing plan | 5 personal touches for tax season | 11 clear client instructions to make your tax season easier | how to get paid faster this tax season

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exclusively for pro members. log in here or 2022世界杯足球排名 today.

also be user-friendly – do not make it difficult to work with you. clients don’t know how smart we are. they think we are great, but they measure us by the small things – the good and bad.
read more →

tax season management: multi-tasking is a myth

october 17, 2015

by hitendra patil

here’s how to apply neuroscience insights to tax season. next question: what are the best time-management tips and strategies for busy season? join the survey. get the answers.

by hitendra patil

it’s october 14th. you are preparing a complex tax return. the cell phone rings. you look at the phone. it’s your wife calling. you answer the call. while on the call, you look at the third screen of your computer. there is an email from your largest client, with subject line “emergency; please help.” in walks your receptionist, frantically gesturing that there is an irritated client at the front desk.

more on the entrepreneurial accountant: 3 apps to automate business networking | the 5 most common marketing blunders accountants make | linkedin adds messaging. finally! | re-learning the lingo of the accounting business | how the “1099 economy” will transform accounting | what cpa firms could learn from google’s alphabet | summer reading list: five great books for the five lives of a busy accountant | four signs the uberization of accounting has already begun | management guru chester elton on success | savvy cpas focus on the constants | more

yes. you may recognize the multiple demands on your time and your brain. but multi-tasking is just a myth. the science is in: no one performs as well multi-tasking as they do when focused on a single task at a time.

digital workflow systems make tax season easier

september 1, 2015

by roman h. kepczyk

even without a document management system, there are workflow tools available.

by roman h. kepczyk
quantum of paperless

the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.

this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.

tax professionals find it increasingly difficult to keep up with late-changing tax regs

august 15, 2015

by 卡塔尔世界杯常规比赛时间 research

the number of practitioners reporting major issues with code & reg changes doubles.

z_tax key issues

by 卡塔尔世界杯常规比赛时间 research

across the country, a lot of cpas felt downright punished this busy season as they got hit by problems from all sides. nobody reported earthquakes or tsunamis, but it seems a bunch got slammed by something worse than a tectonic pounding.

bam! pow! oof! yes, it was that dynamic duo, that tyrannical twosome, that yoke of you-know-whats: the united states tax code and the internal revenue service.

according to the 卡塔尔世界杯常规比赛时间 busy season survey, 12% percent of respondents report a busy season “much worse than last year.” another 24% had a “somewhat worse year.” add them up, and more than a third of the nation’s tax preparers suffered a painful busy season.

and the most commonly cited complaint are difficulties with the tax code, ranging from the requirements of the affordable care act to the new repair regs. read more →

the new normal: a busy season that never ends

august 14, 2015

by 卡塔尔世界杯常规比赛时间 research

staff woes contribute to major tax season problems

by 卡塔尔世界杯常规比赛时间 research

the 2015 busy season may be one for the records. according to this year’s 卡塔尔世界杯常规比赛时间 busy season survey, more than a third of the nation’s tax preparers report a busy season that was much worse or somewhat worse than last year, and it wasn’t just the cold and the snow. read more →