{"id":80803,"date":"2020-12-04t20:00:32","date_gmt":"2020-12-05t01:00:32","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80803"},"modified":"2020-12-06t12:53:16","modified_gmt":"2020-12-06t17:53:16","slug":"office-safety-and-more-checklists-for-your-tax-resolution-setup","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/12\/04\/office-safety-and-more-checklists-for-your-tax-resolution-setup\/","title":{"rendered":"office safety and more: checklists for your tax resolution setup"},"content":{"rendered":"
<\/a>everything from client interactions to office safety. by jassen bowman<\/i><\/p>\n <\/i>the setup of your office environment is important for three primary reasons:<\/p>\n more: <\/b>hiring, firing and the checklists you need<\/a> | what your tax resolution staff must do<\/a> | are you quitting on leads too soon?<\/a> | grow faster, be more efficient<\/a> | 4 tax resolution industry flaws<\/a> the following checklists will assist you in making sure that your office is set up to achieve each of these three objectives. the physical appearance of your office exterior can say a lot about your tax practice. your office location and exterior attributes should \u201cmesh\u201d with the image you are trying to portray for your firm. your clients should see their expectations regarding the type and quality of your services reflected in the exterior of your office space.<\/p>\n give consideration to other tax offices you have visited. what appealed to you about those exteriors? what didn\u2019t you like? are you after foot traffic?<\/p>\n additional considerations:<\/p>\n example of a location evaluation: after finding a very nice space at a high-traffic intersection across the parking lot from a well respected local bank in washington state, i took the time to call the leasing agents for the neighboring retail\/office buildings. in the process of these calls, i discovered that the state had recently issued a retail recreational marijuana license to the address less than 100 feet across the parking lot. given the particular clientele that i am attempting to attract, i decided not to lease this space and to keep looking instead.<\/p>\n at the beginning of each month, obtain current issues of popular magazines for your waiting area. good examples of magazines to have on hand include time, newsweek, sports illustrated, people, etc.<\/p>\n each morning, the office manager should check all of the following:<\/p>\n every tax office should have a specific place where all required public and employee notices are posted (this may actually be two separate areas, one for public, one for staff).<\/p>\n common items that you may need to have posted include:<\/p>\n your office voicemail message should be changed to reflect the season. here is a sample script.<\/p>\n \u201cthank you for calling ___________. if you\u2019d like the most up-to-date information on paying the least possible amount of income tax, you can visit us on the web at _______. currently, our [seasonal] hours are ___________. if you are calling during these hours, please try calling back in a few minutes, as our front office manager may currently be busy assisting another client. otherwise, please leave a message with your name, number and how we may be of assistance. thank you for choosing _______.\u201d<\/p>\n a client or prospect\u2019s first impression upon walking into your office has a lot to do with your front desk person. your front desk staff carries a critical role in your office, and genuinely requires a friendly, if not \u201cbubbly\u201d personality (be they male or female). this person must love the public and want to make people feel welcome. you need to hire specifically for this position.<\/p>\n while it is highly encouraged that you adopt a paperless system within your tax office for efficiency purposes, we understand that many practitioners are uncomfortable with a paperless office for a variety of reasons (or they don\u2019t think it\u2019s possible, which it is these days).<\/p>\n if you still utilize paper files for your clients, it\u2019s important to have a process for managing these files.<\/p>\n general<\/strong><\/p>\n electrical safety<\/strong><\/p>\n lighting<\/strong><\/p>\n first aid<\/strong><\/p>\n fire safety<\/strong><\/p>\n ergonomics<\/strong><\/p>\n disabled access<\/strong><\/p>\n everything from client interactions to office safety.<\/strong>
\n<\/strong><\/p>\n\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
\n<\/p>\nexterior evaluation checklist<\/h3>\n
\n
interior evaluation checklist<\/h3>\n
\n
\n
\n
daily office setup verification checklist<\/h3>\n
\n
\n
document posting board<\/h3>\n
\n
voicemail script<\/h3>\n
initial client interaction checklist<\/h3>\n
\n
paper file management<\/h3>\n
\n
\n
office safety\/risk assessment checklist<\/h3>\n
\n
\n
\n
\n
\n
\n
\n
\nby jassen bowman<\/i><\/p>\n","protected":false},"author":2176,"featured_media":51695,"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":[1363,3120,2740],"tags":[],"class_list":["post-80803","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-tax-resolution-services"],"acf":[],"yoast_head":"\n