{"id":52944,"date":"2017-10-15t10:35:17","date_gmt":"2017-10-15t14:35:17","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52944"},"modified":"2017-12-13t12:45:16","modified_gmt":"2017-12-13t17:45:16","slug":"use-checklists-manage-tax-firm","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/10\/15\/use-checklists-manage-tax-firm\/","title":{"rendered":"seven essential checklists for getting new tax clients"},"content":{"rendered":"

\"green<\/a>don’t let marketing be an afterthought.
\n<\/strong><\/p>\n

by jassen bowman<\/i>
\n
tax resolution systems<\/i><\/a><\/p>\n

in an ideal world, every business day would feel like the movie “groundhog day.”<\/p>\n

more:<\/b> checklists for your tax resolution office setup<\/a> | the ins and outs of hiring and firing<\/a> | market to your ideal clients<\/a> | one-step vs. two-step marketing<\/a> | tax resolution: a lucrative opportunity<\/a> | 5 reasons your firm training needs nano learning<\/a>
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the same things would happen at the same times, day in and day out. your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
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\nwhile this will obviously never actually happen, the most profitable tax firms put systems in place to get as close as they can. much of this has to do with prioritization and time blocking \u2013 both of which can be driven by your overarching daily or weekly tax firm checklist.<\/p>\n

in addition, many procedures required for running an efficient tax office don\u2019t necessarily fall into a particular work flow. they are items that occur at either infrequent or unscheduled intervals. however, they are still items that require a written process. these are processes that your staff should all know exist, even if they are outside the scope of their particular job description.<\/p>\n

tax practice daily checklist<\/h3>\n

use the following as a starting point for drilling down into more detailed checklists:<\/p>\n