{"id":53305,"date":"2017-11-19t09:41:10","date_gmt":"2017-11-19t14:41:10","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=53305"},"modified":"2017-11-28t12:16:33","modified_gmt":"2017-11-28t17:16:33","slug":"client-management-checklists-tax-resolution","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/11\/19\/client-management-checklists-tax-resolution\/","title":{"rendered":"client management checklists for tax resolution"},"content":{"rendered":"

\"businessman<\/a>and how to handle clients once their tax issues are resolved.<\/strong><\/p>\n

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

your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.<\/p>\n

more:<\/b> some office nuts and bolts<\/a> | what to say on phone calls about fees<\/a> | use checklists to manage your tax firm<\/a> | tax resolution staff roles and responsibilities<\/a> | follow up with leads longer<\/a>
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you should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
\n<\/p>\n

client management<\/h3>\n

when running a tax practice with a significant client volume, managing that volume becomes an important task. when working on 20, 40, even 120 tax resolution cases simultaneously, for example, time management skills become critical. the bigger your client volume, the more you will delegate tasks to other staff members. when working large case loads, it\u2019s also important to split your time effectively, and not let your sales and marketing machine lose ground.<\/p>\n

a single practitioner with a full-time assistant can realistically handle a case load of roughly 80 active tax resolution cases and generally complete 300 to 800 tax returns per tax season (depending on complexity), while still committing about two or more hours per day to practice management and growth activities.<\/p>\n

four things in particular save a tremendous amount of time in managing your case load:<\/p>\n

    \n
  1. using a shared calendar system so that assistants can add items to your calendar, and vice versa.<\/li>\n
  2. incorporating new client intake checklists and resolution checklists physically into a paper file and\/or crm system for case work tracking. this lets you always know at a glance \u201cwhere you are\u201d with a file, without having to poke through notes or paperwork.<\/li>\n
  3. strict adherence to time blocking. specific activity sets have dedicated times of day, every day, for completion, and absolutely zero outside interruptions are allowed during those time blocks.\n