by ed mendlowitz
tax season opportunity guide
some people are micromanagers and anal with details. others are big-picture managers, letting details take care of themselves. neither is completely effective and both disciplines need to be balanced.
more: thorough vs. sloppy: is everyone on the same page? | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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there is a time for details and a time for big-picture thinking. when setting up procedures and processes it is essential that all details be considered and planned for.