Tax busy season got you down?

Don’t fret. Solving the craziness around it often comes down to implementing the right processes.

And in this Future Firm Podcast episode, I’ll discuss one simple 3 step process that can greatly improve things.

Listen below.

Beat Tax Busy Season With This Simple 3 Step Process:

Show Notes:

1:00 – Why didn’t I dread busy season? Because files came in the door early and out the door well before the deadline.

1:26 – A recent article on AccountingToday surveyed 200 accountants and their top tax busy season concern was around late client information and time-compression.

1:55 – The solution for avoiding receiving late client information revolves around a simple 3 step process.

2:14 – Step 1 of the process.

2:51 – Step 2 of the process.

3:12 – Step 3 of the process.

3:33 – “You are in charge of when things go into your firm and when they go out.”

3:58 – The above process can be extended beyond tax busy season to other areas of your firm.

4:40 – Do you have questions about building & scaling your modern firm that you want answered on the podcast? Click here to join my newsletter to get access to my personal email to submit them.

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