{"id":59639,"date":"2019-04-17t12:00:18","date_gmt":"2019-04-17t16:00:18","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=59639"},"modified":"2019-05-05t11:10:06","modified_gmt":"2019-05-05t15:10:06","slug":"tough-lessons-from-tax-season","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/","title":{"rendered":"tough lessons from tax season"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-59651\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/just-do-it-plan-action-strategy-depositphotos_80946626_xl-2015-424x282.jpg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"424\" height=\"282\" \/>how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.<\/strong><\/p>\n<p><em>by sandi leyva<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\">the complete guide to marketing for tax &amp; accounting firms<\/a><\/em><\/p>\n<p>now that the initial tax deadline is past us, it\u2019s a good time to take a look back to see how things went and how they can be done better. this is called an after-action review, and it\u2019s not the same as a de-brief or a post-mortem. it\u2019s a great tool for large companies, and small businesses can benefit too.<\/p>\n<blockquote><p><strong>more from sandi leyva: <\/strong><a href=\"\/\/www.g005e.com\/2019\/04\/16\/change-overload-5-simple-coping-strategies\/\">change overload: 5 simple coping strategies<\/a><strong>\u00a0|\u00a0 <\/strong><a href=\"\/\/www.g005e.com\/2019\/03\/28\/39-advisory-services-for-accountants\/\">39 advisory services for accountants<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/27\/mix-and-match-marketing-channels\/\">mix and match marketing channels<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/20\/marketing-materials-201-some-advanced-tips\/\">marketing materials 201: some advanced tips<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/16\/testimonials\/\">testimonials: why and how<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/10\/10-marketing-materials-you-need\/\">10 marketing materials you need<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/05\/04\/make-direct-mail-work\/\">make direct mail work for you<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/04\/14\/use-warmed-telemarketing\/\">how to use \u2018warmed-up\u2019 telemarketing<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/03\/30\/content-marketing-types-tips\/\">content marketing types and tips<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/03\/11\/write-way-expert-status\/\">write your way to expert status<\/a>\u00a0 \u00a0\u00a0|\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/02\/09\/71-places-find-new-clients\/\">71 places to find new clients<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/01\/26\/awards-can-boost-reputation\/\">awards can boost your reputation<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/01\/19\/are-you-newsworthy\/\">are you newsworthy?<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/01\/06\/make-newsletters-work\/\">step-by-step: how to make newsletters work for you<\/a>\u00a0 |<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #c9990a;\">exclusively for pro members.\u00a0<\/span><\/strong><span style=\"color: #c9990a;\"><a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/01\/06\/make-newsletters-work\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>an after-action review is a fantastic process to help you look back at a project or period of your business to see what, why, and how things occurred and how they can be improved for the future. taking a profit-focused view will help you get the most out of the idea.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/#more-59639\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2019%2f04%2f17%2ftough-lessons-from-tax-season%2f&amp;t=tough+lessons+from+tax+season'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2019%2f04%2f17%2ftough-lessons-from-tax-season%2f&amp;title=tough+lessons+from+tax+season&amp;summary=how+to+conduct+an+after-action+review+for+a+better+season+next+year%3a+8+essential+questions%2c+11+new+opportunities.%0d%0a%0d%0aby+sandi+leyva%0d%0athe+complete+guide+to+marketing+for+tax+%26amp%3b+accounting+firms%0d%0a%0d%0anow+that+the+initial+tax+deadline+is+past+us%2c+it%e2%80%99s+a+good+time+to+take+a+look+back+to+see+how+things+went+and+how+they+'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2019%2f04%2f17%2ftough-lessons-from-tax-season%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20tough%20lessons%20from%20tax%20season&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/\" title=\"email this: tough lessons from tax season \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-59651\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/just-do-it-plan-action-strategy-depositphotos_80946626_xl-2015-424x282.jpg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"424\" height=\"282\" \/>how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.<\/strong><\/p>\n<p><em>by sandi leyva<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\">the complete guide to marketing for tax &amp; accounting firms<\/a><\/em><\/p>\n<p>now that the initial tax deadline is past us, it\u2019s a good time to take a look back to see how things went and how they can be done better. this is called an after-action review, and it\u2019s not the same as a de-brief or a post-mortem. it\u2019s a great tool for large companies, and small businesses can benefit too.<\/p>\n<blockquote>\n<p><strong>more from sandi leyva: <\/strong><a href=\"\/\/www.g005e.com\/2019\/04\/16\/change-overload-5-simple-coping-strategies\/\">change overload: 5 simple coping strategies<\/a><strong>\u00a0|\u00a0 <\/strong><a href=\"\/\/www.g005e.com\/2019\/03\/28\/39-advisory-services-for-accountants\/\">39 advisory services for accountants<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/27\/mix-and-match-marketing-channels\/\">mix and match marketing channels<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/20\/marketing-materials-201-some-advanced-tips\/\">marketing materials 201: some advanced tips<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/16\/testimonials\/\">testimonials: why and how<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/07\/10\/10-marketing-materials-you-need\/\">10 marketing materials you need<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/05\/04\/make-direct-mail-work\/\">make direct mail work for you<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/04\/14\/use-warmed-telemarketing\/\">how to use \u2018warmed-up\u2019 telemarketing<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/03\/30\/content-marketing-types-tips\/\">content marketing types and tips<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/03\/11\/write-way-expert-status\/\">write your way to expert status<\/a>\u00a0 \u00a0\u00a0|\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/02\/09\/71-places-find-new-clients\/\">71 places to find new clients<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/01\/26\/awards-can-boost-reputation\/\">awards can boost your reputation<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/01\/19\/are-you-newsworthy\/\">are you newsworthy?<\/a>\u00a0 |\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2018\/01\/06\/make-newsletters-work\/\">step-by-step: how to make newsletters work for you<\/a>\u00a0 |<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #c9990a;\">exclusively for pro members.\u00a0<\/span><\/strong><span style=\"color: #c9990a;\"><a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/01\/06\/make-newsletters-work\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>an after-action review is a fantastic process to help you look back at a project or period of your business to see what, why, and how things occurred and how they can be improved for the future. taking a profit-focused view will help you get the most out of the idea.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/#more-59639\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2019%2f04%2f17%2ftough-lessons-from-tax-season%2f&amp;t=tough+lessons+from+tax+season'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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<span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2019%2f04%2f17%2ftough-lessons-from-tax-season%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20tough%20lessons%20from%20tax%20season&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/\" title=\"email this: tough lessons from tax season \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1345,"featured_media":59651,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,2741,2254,1908,3120,3002,1906,2246],"tags":[],"class_list":["post-59639","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-season","category-checklist","category-growth","category-management","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>tough lessons from tax season - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"tough lessons from tax season - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2019\/04\/17\/tough-lessons-from-tax-season\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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