busy season management

train your clients before they train you

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taking unscheduled phone calls and meetings wrecks your bottom line and theirs.

by frank stitely
the relentless cpa

many of the behaviors you rationalize as good client service are just desperate measures to avoid losing bad clients.

more:why time tracking still matters|business owners face one of three exits|how small firms can win the talent wars|six ways to create a millennial-friendly firm|do you know your turnaround time?
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however, clients are trainable – at least as trainable as jack russell terriers. that is to say they’re somewhat trainable. however, like jack russell terriers, you train clients or they’ll train you. somebody’s getting trained. here’s an example of how that works.
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pros handle 45% of income tax returns

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data tablerefunds down by double digits.

by beth bellor
卡塔尔世界杯常规比赛时间 research

tax season 2023 has been consistent. refunds are down, and so are self-prepared filings andirs.govvisits. by every other marker, though, business is as usual or better.

more:on business outlook, cpas are confident … and concerned|at the irs, short on staff means short on service|more cpas see worsening economy|marchternity: the solution is community|
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as of feb. 24, the latest data available, the irs had received 46 million individual income tax returns, up 1.3 percent from the same period in 2022. it had processed 45.7 million returns, up 4.3 percent.

we always like to see processing go quickly, and the agency is speeding through returns right now at a clip of 99.4 percent.

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at the irs, short on staff means short on service

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guess who suffers?

by 卡塔尔世界杯常规比赛时间 research

it probably won’t surprise the average tax practitioner to learn that in the american customer satisfaction index of federal agencies, the internal revenue service ranks dead last.

more:tax pros offer advice for small businesses|busy season barometer finds many cpas in transition|marchternity: just say ‘no’|news on irs is maybe sort of a little bit good
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it accomplished the same dubious rank in forrest research’s u.s. customer experience index of 221 companies and federal agencies.

two sad things about this:
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tax pros offer advice for small businesses

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specific tips from your colleagues.

by 卡塔尔世界杯常规比赛时间 research

when the 2023 cpatrendlines busy season barometer asked practitioners what advice they’d give small businesses, most of the responses boiled down to two essential messages:

  • don’t be afraid … but be careful … and ready.
  • hang on to your cash.

more:busy season barometer finds many cpas in transition|more cpas see worsening economy|marchternity: the solution is community|why we all hate the tax code|tax season 2023: better or worse?
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a little trepidation

looking at these early responses to the survey –which is still open for responses– we are sensing a little trepidation over the near future.
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how much advice should your firm provide?

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hitendra patil cas q-and-a logoyou have to stop somewhere.

by hitendra patil
client accounting services: the definitive success guide

q: what should be the scope of consulting/advisory services? how broad? how narrow?

more cas q&a:battling cas cost pushback|clients don’t understand cas, but they know value|how to differentiate cas|will my clients find cas expensive?|do i need to learn new skills to succeed in cas?|cas marketing is different. here’s how|cas: much more than bookkeeping
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a:there are two distinct aspects to the scope of your firm’s consulting/advisory services.
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