and complaining and correcting…
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: my tax return reviewer continually complains to me about the quality of the returns she gets to review. yet, many of the returns she passes on to me have errors. how do i fix this?
response: common problem. also common is the continuing nature of this problem and the apparent inability of cpa firm leaders to correct this.
more practice doctor q&a: 44 critical criteria for accounting staff performance evaluations | why i don’t hire on experience | 5 time management tips for an overworked accountant | staff training starts with doing something | 11 business-getting tips for the young staffer | when staffers don’t listen to you | questions and answers on selling a practice to staff members | measuring growth in yourself, staff and partners | complaining client? no wonder!
the reviewer blames the preparer, but i see training the preparer as part of the reviewer’s job – if not direct classroom teaching, then an active ojt (on the job training) program where errors are called to the preparer’s attention, and the preparer corrects not only this error, but any returns already in the pipeline that they worked on but haven’t been reviewed with similar errors.
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