{"id":71276,"date":"2020-02-01t12:00:30","date_gmt":"2020-02-01t17:00:30","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=71276"},"modified":"2022-06-26t23:51:29","modified_gmt":"2022-06-27t03:51:29","slug":"pros-improving-performance","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/02\/01\/pros-improving-performance\/","title":{"rendered":"survey results: tax pros forecast a better 2020"},"content":{"rendered":"
<\/a>difficult clients? show them the door. the 卡塔尔世界杯常规比赛时间 busy season barometer: new year, new plans?<\/strong><\/span> by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n last year was rough on tax preparers \u2013 the overhaul of the tax code on top of the government shutdown, the forms and schedules unavailable, the obsolete software.<\/p>\n more: <\/b>tax pros upbeat on cusp of busy season<\/a> but as they say, what doesn\u2019t kill you makes you stronger. and according to the early results of the 卡塔尔世界杯常规比赛时间 2020 busy barometer, those who survived last year have learned some lessons and are making changes. happy faces<\/strong><\/p>\n why the happy faces? well, for a few things, the government seems to be working, more or less, the tax code\u2019s more or less stable, and software is generally up to date.<\/p>\n but it seems to be more than that. judging by comments on what they\u2019re doing differently this year, a lot of practitioners have identified problems and are taking corrective action.<\/p>\n one common correction is right in line with the most common concern \u2013 clients late or unprepared, which was cited by 48 percent of respondents. (the tax code and regs came in a distant second, at 36 percent.) preparers aren\u2019t just moaning about this age-old problem. those who mention it are doing something about it. they are taking either of two approaches. some are paving the way for their clients. others are ditching the uncooperative.<\/p>\n as one anonymous pro puts it, \u201cwe are getting rid of clients who are a pain.\u201d<\/p>\n whiners and non-payers<\/strong><\/p>\n alan rothstein, cpa, pfs, president of asset strategies, puts it a little more poetically: \u201cfolks don\u2019t pay, we don\u2019t play. see you later.\u201d he\u2019s firing non-performing (i.e., non-paying) clients and raising his minimum to $985, billed quarterly, july to june.<\/p>\n another, just outside of chicago, says, \u201cwe have terminated some whiny \u2018d\u2019 clients.\u201d<\/p>\n some firms are simply upping their rates, often in hopes of weeding out clients who just aren\u2019t worth the effort. a firm in alabama thinks a price-restricted clientele just might be better for those who remain. a cpa partner there says, \u201chigher prices lead to slightly fewer clients, less stress, better quality and better profits.\u201d<\/p>\n or, as another suggests, \u201cif clients argue fees, fire them.\u201d<\/p>\n push, not shove<\/strong><\/p>\n other firms are opting for a gentle push in the right direction rather than a radical shove out the door. they are reaching out to clients to encourage cooperation. some are just reminding. others are instructing. either way, they\u2019re keeping clients by facilitating the process.<\/p>\n a small firm in the mountains of western colorado, on the other hand, is trying to work around clients. \u201cwe\u2019re waiting until all a client\u2019s documents are available,\u201d the firm founder says, \u201cnot doing returns piecemeal.\u201d<\/p>\n another, with several offices in kentucky, is expecting a somewhat better year, in part by \u201cbeing more proactive on getting clients to get their information to us.\u201d<\/p>\n brian dibella, just outside of hartford, is making it easier on himself by making it easier for clients, telling us, \u201cwe will be promoting electronic signature more for form 8879. our clients have the ability to sign form 8879 electronically and we are going to encourage it to save time.\u201d<\/p>\n slow and sloppy clients are by no means the only concern this season. about 35 percent of respondents say they are worried about their own office workflows and processes. that probably is related to the 28 percent who recognize their own staffing issues. twenty-six percent are grappling with tech and software problems.<\/p>\n all the above were concerns reported early in the season. the best laid plans have plenty of time to go awry, but let\u2019s hope today\u2019s optimism pans out.<\/p>\n","protected":false},"excerpt":{"rendered":" difficult clients? show them the door.<\/strong>
\n<\/strong><\/p>\n
\njoin the survey. get the plans.<\/a><\/span><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
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\nthe lessons learned may be contributing to a pervading sense of optimism. fifteen percent of respondents say they\u2019re on track for a season much better than last year\u2019s, and 48 percent figure it will be at least somewhat better. (at this point in the season last year, the figures were just 10 percent and 26 percent, respectively.)<\/p>\n
\nby 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n","protected":false},"author":17,"featured_media":58245,"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":[1363,3120,3002,11,2246],"tags":[],"class_list":["post-71276","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-research","category-busy-season"],"acf":[],"yoast_head":"\n