busy season management

nine healthy things to do during tax season

by

how to be at your best through april 15th.

tax season can be a marathon. everyone has their own tips and tricks, habits and techniques for staying sane and healthy. here are 10 from 卡塔尔世界杯常规比赛时间 contributor ed mendlowitz:

  1. eat lunch out of your office.
  2. go for a 15 minute walk in middle of afternoon instead of eating a snack.
  3. take off either march 17 or 18. read more →

10 tips for creating more energy this tax season

by

 

good habits for thriving through the tough times.

by sandi smith, cpa
accountant’s accelerator

is keeping a high energy level a challenge for you? here are a few tips to revitalize your personal energy. some of these are very simple, so simple you may think they won’t do anything for you.

sandi smith

more for soloists and small firms:  take a cue from venture capitalists: your firm needs a brain trust trinity    •   accountants, do you know your opportunity number?    •  five ideas to overcome client price-sensitivity   •    5 mistakes to avoid when seeking new clients  •  3 steps to start running on millionaire time   •  the missing ingredient in your marketing that will make all the difference   •  on the road to a stress-free life: identify your character strengths  •   

as you read, check to see which ones have slipped from your current daily routine. in that way, you’ll discover how to change your routine to gain more energy. read more →

survey results: busy season outlook 2013

by

what accountants talk about when they talk about busy season 2013

mergers, tech and the economy create a volatile mix in forecasting filing season.

by rick telberg
join the survey; get the updates.

washington gridlock, last-minute tax changes and continuing economic uncertainty are undermining tax professionals’ outlook for the 2013 filing season, according to new 卡塔尔世界杯常规比赛时间 survey results.

the new survey results shed light on:

  1. the changing mood of the profession and it’s leading competitors and decision-makers,
  2. the effects of mergers and new technologies,
  3. the chief operational, competitive and economic concerns,
  4. expectations for key financial metrics, including revenues, profits and number of clients, and
  5. the strategies firms are implementing to cope with the issues and opportunities.

despite political gridlock and economic uncertainty, practitioners are trending increasingly confident about how well their firms will perform this season. most are looking at advances in total revenue, net profit, number of clients, number on extension, revenue per client, and profit per client.

for example: read more →

five ways for partners to lead by example this busy season

by

dustin hostetler

this busy season will test new processes – and a firm’s leadership. [how are accountants feeling about about busy season? join the survey; get the answers.]

by dustin hostetler
flowtivity

as many firms get ready to implement and leverage new and improved processes as busy season ramps up, i thought it’d be worth considering a few pointers for the partner leadership group to keep in mind over the next several months.

related: the coming storm in staff turnover (video)  | three strategies to improve buy-in for change

and i should probably add a disclaimer to take the accounting hats off for a minute and realize this isn’t an exhaustive list nor is it literal in every example.  there are always going to be exceptions, but the more you can abide by the following ideas the better off your firms will be and you’ll be providing better client service as well. read more →

who’s missing in action from your workflow processing system?

by

“e-mail no longer enhances our productivity.  it sucks the life out of us.”

by frank stitely, cpa, cva
stitely and karstetter 

your office manager calls you in a panic.  “fred jones is on the phone, and he’s really angry.  he said he dropped off his tax documents in late february.  now it’s early april and he still doesn’t have his returns.”

related: how to make an extra $72,000 by working smarter

you tell her to take a message while you investigate.  you look at your project management system, assuming you have one.  you see that his return is on hold pending answers from fred to the questions you sent him in mid-march. read more →

seven smart ways to make this your best tax season ever

by

how to make tax season work for you and not just your clients.

by ira s. rosenbloom, cpa

tax season is a fantastic business cycle for accounting firms but too few leverage all of their hours to capitalize on its value. the time has come to maximize the value of tax season and make this your best tax season yet.

here are seven vital agenda items to achieve the kind of success you deserve: read more →

the real election day winners? accountants

by

what the election means for busy season:  join the survey, get the answers.

by rick telberg 

the re-election of president obama may sweep away a few uncertainties in tax and economic policies that have been stymieing business decision-making. but it also sets the stage for a very busy busy-season, complete with last-minute changes in code and forms.

and i’d be surprised if the partisan gridlock in congress suddenly loosens. read more →