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:
1:00 – Why didn’t I dread audit 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.
