{"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":"

\"\"how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.<\/strong><\/p>\n

by sandi leyva<\/em>
\nthe complete guide to marketing for tax & accounting firms<\/a><\/em><\/p>\n

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

more from sandi leyva: <\/strong>change overload: 5 simple coping strategies<\/a>\u00a0|\u00a0 <\/strong>39 advisory services for accountants<\/a>\u00a0 |\u00a0\u00a0mix and match marketing channels<\/a>\u00a0 |\u00a0\u00a0marketing materials 201: some advanced tips<\/a>\u00a0 |\u00a0\u00a0testimonials: why and how<\/a>\u00a0 |\u00a0\u00a010 marketing materials you need<\/a>\u00a0 |\u00a0\u00a0make direct mail work for you<\/a>\u00a0 |\u00a0\u00a0how to use \u2018warmed-up\u2019 telemarketing<\/a>\u00a0 |\u00a0\u00a0content marketing types and tips<\/a>\u00a0 |\u00a0\u00a0write your way to expert status<\/a>\u00a0 \u00a0\u00a0|\u00a0\u00a071 places to find new clients<\/a>\u00a0 |\u00a0\u00a0awards can boost your reputation<\/a>\u00a0 |\u00a0\u00a0are you newsworthy?<\/a>\u00a0 |\u00a0\u00a0step-by-step: how to make newsletters work for you<\/a>\u00a0 |<\/p>\n

\"goprocpa.com\"exclusively for pro members.\u00a0<\/span><\/strong>log in here<\/a>\u00a0or\u00a02022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

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>\n

the review provides you with a bit more formal process than a passing \u201chmm, how did we do this season?\u201d conversation in the hall. for example, if you planned your client retention rate to be 90% and your rate was 85%, you may want to take a look at why that happened. doing exit interviews or a survey with discontinuing clients can help to explain the 5-percentage-point variation.<\/p>\n

continuing the example, once you have done the interviews, you may have some ideas for improvement. it might be to automate some communication, increase turnaround time, add more time for explanations, or something else. let\u2019s say you got sick last year and lost some clients because your turnaround during that time was not good. this year, you can put a sick plan in place to call on a peer to help you out so your service does not suffer.<\/p>\n

the review requires an open mind and you will need to accept responsibility. one of the key benefits of the review is increased accountability.<\/p>\n

the core questions to ask yourself and your team include:<\/p>\n

    \n
  1. what was supposed to happen?<\/li>\n
  2. what did happen?<\/li>\n
  3. what worked?<\/li>\n
  4. what should we keep doing?<\/li>\n
  5. what didn\u2019t work?<\/li>\n
  6. what are some improvements?<\/li>\n
  7. what advice would you give yourself at the beginning of tax season?<\/li>\n
  8. what personal lessons did you learn?<\/li>\n<\/ol>\n

    even if you don\u2019t offer taxes or your year is not seasonal, you can use the review as a way to improve your business. take a look at your first four months of performance this year. are you on track? what improvements do you need to make for next year that you can work on over the summer and fall?<\/p>\n

    some opportunities to use the review include:<\/p>\n

      \n
    1. technology changes and\/or additions or training<\/li>\n
    2. staffing changes<\/li>\n
    3. hiring process changes<\/li>\n
    4. marketing changes and\/or additions or training<\/li>\n
    5. practice management changes and\/or additions or training<\/li>\n
    6. new service development \/ new niches<\/li>\n
    7. changes in your existing services<\/li>\n
    8. client retention<\/li>\n
    9. sales cycle changes or development<\/li>\n
    10. pricing evaluations<\/li>\n
    11. client surveys, communications, and\/or service level changes<\/li>\n<\/ol>\n

      the good thing about the review is you can make it as formal or informal as you want. you can invite your team or do it yourself, although you\u2019re going to need an open, unbiased mind. try it in your business, and let me know what you think.<\/p>\n

       <\/p>\n","protected":false},"excerpt":{"rendered":"

      \"\"
      \nhow to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.<\/strong>
      \nby sandi leyva<\/em>
      \n      the complete guide to marketing for tax & accounting firms<\/a><\/em><\/p>\n","protected":false},"author":1345,"featured_media":59651,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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"],"acf":[],"yoast_head":"\ntough lessons from tax season - 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