{"id":81749,"date":"2021-02-10t12:20:03","date_gmt":"2021-02-10t17:20:03","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=81749"},"modified":"2024-08-14t11:26:10","modified_gmt":"2024-08-14t15:26:10","slug":"tax-season-ideas-for-retaining-staff","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/02\/10\/tax-season-ideas-for-retaining-staff\/","title":{"rendered":"20 good ways to boost tax season production"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-51263\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj-424x283.jpg\" alt=\"people in office releasing balloons\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg 648w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>people like fun &#8230; but that&#8217;s not all they value.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/call-me\/\"><i>call me before you do anything: the art of accounting<\/i><\/a><\/p>\n<p>i have always loved accounting and tax season, but i have worked with many people who did not.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2021\/02\/03\/how-to-recoup-staff-training-costs\/\">how to recoup staff training costs<\/a> | <a href=\"\/\/www.g005e.com\/2021\/01\/27\/granting-unconventional-request-pays-off\/\">granting unconventional request pays off<\/a> | <a href=\"\/\/www.g005e.com\/2020\/12\/30\/20-best-practices-for-staff-training-and-retention\/\">20 best practices for staff training and retention<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/14\/what-does-the-client-want-to-see\/\">what does the client want to see?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/02\/6-ways-to-increase-your-fees-if-you-dare\/\">6 ways to increase your fees \u2026 if you dare<\/a> | <a href=\"\/\/www.g005e.com\/2020\/07\/15\/keep-clients-from-outgrowing-you\/\">the clients who got away<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/10\/tax-season-ideas-for-retaining-staff\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>they resented many of the working conditions and had a closed-in feeling that heightened their dislike of my great profession. i resolved that when i had my own practice i would not create that type of atmosphere.<br \/>\n<!--more--><br \/>\nhere are some of the things i did to lighten the \u201cburden.\u201d these also enabled me to retain the entry-level staff i hired for longer periods.<\/p>\n<ol>\n<li>better hours during tax season<\/li>\n<li>a continuous recognition and \u201cselling\u201d of the benefits of tax season for staff<\/li>\n<li>make sure staff members are presented work they will enjoy and find stimulating<\/li>\n<li>have staff meet with clients to get tax information, sit in on such meetings, or call client for additional information and to obtain answers to open item questions<\/li>\n<li>set up self-checking methods so less work is submitted that needs to be corrected<\/li>\n<li>floating weekend day off during tax season<\/li>\n<li>close the office the weekend after march 15, and the day after april 15<\/li>\n<li>flowers or plants to the spouse or partner of a staff person, dinner on you after tax season, a surprise gift for young children of staff<\/li>\n<li>no mickey mouse overtime or \u201cbonus\u201d payments \u2013 pay for the work<\/li>\n<li>don\u2019t make people work late before there are actual tax returns to do<\/li>\n<li>better scheduling of work<\/li>\n<li>flextime during tax season and\/or certainly on weekend days<\/li>\n<li>involve staff in decision-making process on clients they work on<\/li>\n<li>occasional surprise ice cream or yogurt treats in the afternoon<\/li>\n<li>close the evening of valentine\u2019s day (without a make-up date)<\/li>\n<\/ol>\n<p>after tax season:<\/p>\n<ol>\n<li>day at a ball game or museum followed by dinner and a broadway show or whatever the pandemic allows in your area<\/li>\n<li>family picnic<\/li>\n<li>tailor-made appropriate cpe for each staff level<\/li>\n<li>unusual cpe such as a comedian economist (they do exist and i have seen a couple)<\/li>\n<li>cpe program at atlantic city (or similar resort, again depending on current restrictions) the first thursday and friday in may after tax season ends (with a cpe program from 1 to 5 on thursday and 8 to noon on friday) and give the staff money for dinner and entertainment so they don\u2019t have to spend the entire night with you (no matter how exciting you think you are, you are a generation older than your staff and they want to have fun with people their own ages)<\/li>\n<\/ol>\n<p>try some of these and see the changes in attitude, added excitement and more fun in the office. have a great tax season!<\/p>\n","protected":false},"excerpt":{"rendered":"<p><a href=\"\/\/www.g005e.com\/2021\/02\/10\/tax-season-ideas-for-retaining-staff\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-51263\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj-424x283.jpg\" alt=\"\/\/www.g005e.com\/2021\/02\/10\/tax-season-ideas-for-retaining-staff\/\" width=\"250\" height=\"167\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/office-people-celebrating_balloons_btsaxe0rj.jpg 648w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><br \/>\n<strong>it starts with people. and people like fun&#8230; but that&#8217;s not all they value.<\/strong><br \/>\n<em>by ed mendlowitz<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/call-me\/\">call me before you do anything: the art of accounting<\/a><\/em><\/p>\n","protected":false},"author":1341,"featured_media":70489,"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":[1363,3120,3002,2297,2246],"tags":[643,715],"class_list":["post-81749","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-staffing","category-busy-season","tag-hiring","tag-jobs"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo 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