Firm owners often say, “This is the last time I can go through another tax season like this,” yet the same trend repeats itself.
In this episode, I share the first step our students take inside my coaching program to change that.
Listen below.
0:38 This year, we launched a group activity called the Zero Overtime Busy Season Challenge.
0:52 The challenge consists of a series of simple tasks members can complete together. The goal is to avoid another hectic busy season and spend more time with family.
1:15 The first step in eliminating overtime is creating a plan. To do that, you must understand where you are now and where you want to go.
1:44 Firms often complicate solving busy season by focusing too much on processes, checklists, client scheduling, and other tasks.
2:43 The outcome of tax season often depends on client cooperation. While some clients comply, many don’t, leading to bottlenecks and overtime work.
3:32 I want firms to create a sensitivity analysis to assess their overcapacity for the upcoming year and see how pulling one of two levers can save capacity.
6:50 If you’re exploring complicated solutions for tax season this year, try zooming out and considering some of the key points from this episode.
