tax season

50 ways to make more money in busy season

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checklist: leverage tax season to increase income, productivity, and profits.

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

tax season creates many opportunities for an accounting firm. one main reason is the compression of sometimes an almost unbearable amount of work into a short period with tight deadlines.

more: 14 simple, easy tips for a better tax season | you’re not just taxes | granting unconventional request pays off | 20 best practices for staff training and retention | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless | boosting a fixed fee substantially
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but it also creates opportunities to benefit immediately from small changes in your system or in a reaction to your awareness. an on-the-spot investment in making the extra effort or change will pay dividends many times over the rest of tax season and thereafter.

here are 50 ways to make more money. for the ones that are obvious – do it! for the not-so-evident, try it!
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tax season client meetings: kill them now

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man working hard at office desklet’s try to spike phone calls and emails while we’re at it.

by frank stitely
the relentless cpa

what did dorothy and her friends fear in the wizard of oz? “lions and tigers and bears, oh my!” dorothy feared the wrong things if she’s a partner in a cpa firm. we don’t see much wildlife in our offices during tax season unless you count fast food delivery people and the occasional crazy client.

more: make your firm faster, smarter, richer … with millennials | seven ways to beat staffing shortages | the happier, saner, richer tax firm | avoiding projects hung up in process | teaching the meaning of ‘done’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we should really fear the events that destroy our priorities and drain hours from productive work. meetings and phone calls and emails, oh my! let’s look at why these communication methods are so destructive from a practice management standpoint.
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the six types of “impossible” clients

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not that there aren’t others.

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

as a cpa, i deal with many types of clients’ personalities. if i chose only one type, i would not have had much of a practice. and i doubt i would have found that one perfect type too many times. i have been very fortunate to have really nice and very smart people as clients.

more: 50 ways to make more money in busy season | 14 simple, easy tips for a better tax season | how to recoup staff training costs | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i believe entrepreneurs are the most stimulating people to work with. however, this doesn’t mean they don’t have peculiarities and that this sometimes makes them difficult to deal with – sometimes, but fortunately not most of the time.

here are six examples of types i had to put up with and had to learn to overlook some of the unfortunate traits.
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the irs’s $3-billion problem

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bar chart

 

92% of paper returns stuck in the backlog.

by 卡塔尔世界杯常规比赛时间 research

tax preparers would be wise to advise their clients to e-file this year. according to the government accountability office and the taxpayer advocate service, the irs is not keeping up with paper returns.

in fact, it seems to be barely trying.

more: hunker down: the irs backlog isn’t going away anytime soon | the irs studebaker bomb | imagine irs ‘concierge’ service. just imagine. | irs has recruiting problems, too
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

chickenfeed

the covid-19 pandemic is only part of the problem. yes, of course, last year, with irs offices shuttered and phones shut down for months, a backlog built up. by the end of the year, “irs had a significant backlog of returns and taxpayer correspondence,” according to the gao.
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