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12 ways to stress less this busy season

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calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in backgroundtips that are quick and low-cost.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i don’t want to stress you out, but we really do need to do something about our stress levels, especially during tax season. an american psychological association survey showed that our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. the worst part is that the study showed that most parents were not aware of the severity of their children’s stress.

more on small-firm growth strategies: six ways to make your own history during women’s history month | clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn
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many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little.
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ceos don’t always know numbers

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numbers floating around man examining calculator with magnifying glassit’s worth your time to ask about what they do know.

by ed mendlowitz
call me before you do anything: the art of accounting

one time i had a client who became his company’s ceo. this was a public company and i knew him as well as i could know someone whose tax returns i prepared and met with two or three times a year and spoke to over the phone another two or three times a year.

more: wealth is a state of mind | one hour a year since 1972 | 50 ways to make more money in busy season | 20 good ways to boost tax season production | why annual staff evaluations fall short
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at one meeting i asked him how he spent his days and how he managed the transition to ceo.
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pros surge ahead in tax prep

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data chartrefunds are up overall, but down in direct deposit.

by beth bellor

are those diyers losing ground while the tax professionals gain it? why yes. that’s exactly the case.

more: tax pros handle 53% of e-filings | tax pros hold their ground | pros tackle 49% of e-filed returns | survey: tax season swings into the red | another tax season from hell?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the pros pulled out of the red year-over-year and solidly hit the black – or green, according to our chart – by preparing 55.5 million electronic filings of individual income tax returns, 3.4 percent higher than the same week last year. factor in that 2021’s season started 18 days later, and there is some real reason to preen.
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how to create a path to partner

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… and measure staff performance along the way.

by marc rosenberg
the rosenberg practice management library

there are many ways to measure the performance of staff on the path to making partner.

more: making partner: what managers need to know | the 17 rules for making partner at a cpa firm | who shouldn’t be a partner? | nine reasons people are promoted to partner | how to make partner?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as is my style, i will present far more measures than most firms actually use. but i doubt you’ll perceive any of the methods here as unimportant. they are not listed in any particular order of importance. read more →