{"id":82444,"date":"2021-03-18t22:00:10","date_gmt":"2021-03-19t02:00:10","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=82444"},"modified":"2021-04-19t22:48:36","modified_gmt":"2021-04-20t02:48:36","slug":"you-fixed-their-tax-issues-now-what","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/03\/18\/you-fixed-their-tax-issues-now-what\/","title":{"rendered":"you fixed their tax issues, now what?"},"content":{"rendered":"
<\/a>plus client management checklists.<\/strong><\/p>\n by jassen bowman<\/i><\/p>\n <\/i>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>7 checklists for scheduling, petty cash and more<\/a> | difficult phone calls are opportunities<\/a> | 11 steps for handling client complaints<\/a> | what you tell yourself matters<\/a> | use checklists to get new tax clients<\/a> | office safety and more: checklists for your tax resolution setup<\/a> | hiring, firing and the checklists you need<\/a> | what your tax resolution staff must do<\/a> | how to build a tax resolution business<\/a> | focus on your ideal clients<\/a> | are you quitting on leads too soon?<\/a> | why lists are not leads<\/a> | the secrets of multi-hit marketing<\/a> | grow faster, be more efficient<\/a> | your sales funnel needs systems<\/a> | how tax resolution works<\/a> | 4 tax resolution industry flaws<\/a> | need a new service line? consider tax resolution<\/a> you should manage all internal processes systematically, and your staff should handle all client matters systematically as well. 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 this checklist is used to close files you are no longer working on. in most cases, this happens because you either resolved the taxpayer\u2019s liability with a satisfactory resolution or they were on a fee payment plan and they quit paying you.<\/p>\n after a case is successfully resolved, you may wish to offer the client an ongoing monitoring service. some clients you will purposefully not wish to offer this to. some practitioners offer this as a value-added service; others charge for it.<\/p>\n taxpayer representation work can be an incredibly lucrative field of practice entirely on its own. however, i\u2019d encourage you to think of tax resolution as a client acquisition mechanism for your overall practice.<\/p>\n plus client management checklists.<\/strong>
\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>\nclient management<\/h3>\n
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daily client management checklist<\/h3>\n
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close file checklist<\/h3>\n
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post-closure monitoring checklist<\/h3>\n
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client retention checklist<\/h3>\n
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\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-82444","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