tax season

automate tax season with apps you already use

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make automation take the load off this busy season.

by donny shimamoto
center for accounting transformation

between tax law changes and the pandemic, the last two busy seasons have been a bear for tax preparers to deal with.

related: discover your accountant superpowers | what auditors know about amazon product ratings | non-cpa “cpa” firms? really? |

while there is still some volatility and uncertainty around what the next busy season will look like, tax preparers should consider the following technology-related initiatives now so they can proactively equip their firms for the coming busy season. this should enable staff to have more work-life balance during the busy season and increase the firm’s ability to recruit and retain talent.

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these five procedures will simplify your tax season

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man talking to woman with checklistof course, this includes checklists.

by ed mendlowitz
tax season opportunity guide

one way to guarantee extra work is to have everything always done differently each time it is done.

more: 11 steps to better client tax instructions | get your team ready for tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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11 steps to better client tax instructions

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help them help you.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more: get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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get your team ready for tax season

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happy multi-ethnic business team with thumbs up in the officethree steps to a happier grind.

by ed mendlowitz
tax season opportunity guide

if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.

more: 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

also have team players. part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely.  everyone working together gets it done.
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12 ways to squeeze fun into tax season

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four young happy office employeeswhy not?

by ed mendlowitz
tax season opportunity guide

tax season presents exciting opportunities for accounting firms and their staffs. every moment should be enjoyed and appreciated.

more: 6 ways to get paid faster in tax season

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

following are 12 reasons:

1. tax season is profitable and accounting is a business where we try to maximize our earnings. sure, there is a great concentration of work in a short period with occasional pressure, but if handled properly, the work can be managed sensibly with tensions at reasonable levels. i also believe much of the pressure is self-induced by poor scheduling, inadequate quality control and the lack of uniform systems that are followed by everyone in the firm, particularly the partners.

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