good project management software also helps.
by frank stitely
the relentless cpa
managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.
more: 3 tips for handling rookie tax preparers | how to hire and manage great admin staff | managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the 21st-century cpa firm | ruthlessly efficient workflow management
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we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.
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