tough lessons from tax season

how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.

by sandi leyva
the complete guide to marketing for tax & accounting firms

now that the initial tax deadline is past us, it’s 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’s not the same as a de-brief or a post-mortem. it’s a great tool for large companies, and small businesses can benefit too.

more from sandi leyva: change overload: 5 simple coping strategies |  39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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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.