tax season readiness: 12 ways to a better busy season [live 1-hour webinar]
provide more effective client services. make more money. have more fun.
with ed mendlowitz
thursday, jan. 16 / 9am pt, 10 am mt, 11am ct, 12pm et / 1 hour, 1 cpe
tax season
help tax clients help you
11 clear instructions to make tax season easier.
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: 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
exclusively 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.
- the object of the instructions is to have the client do what you want them to do.
3 steps to tax season happiness
you’re a role model whether you realize it or not.
by ed mendlowitz
tax season opportunity guide
if you have staff, have happy cheerful helpful people.
more: 12 ways to have more fun this tax season | bill with the tax return, get paid faster
don’t surround yourself with downers and naysayers. also have team players.
12 ways to have more fun in tax season
share the excitement that keeps you in this field.
by ed mendlowitz
tax season opportunity guide
tax season presents exciting opportunities for accounting firms and their staff.
more: 5 ways to build teamwork | creating a cross-selling culture | 5 ways to build teamwork | when time-based pricing works | start marketing now for next season | the clients that got away | 4 reasons not to let staff go after tax season | cross-selling beyond your comfort zone |
bill with the tax return, get paid faster
exclusively for pro members. log in here or 2022世界杯足球排名 today.
every moment should be enjoyed and appreciated.
here’s how:
the top five reasons tax clients go diy
and the top five ways to win them back.
by 卡塔尔世界杯常规比赛时间
taxpayers are more than twice as likely to use do-it-your-self software to prepare their returns, but they’re also 38 percent less likely to be satisfied when they do, according to a new survey by a tax software vendor.
focused on what pushes consumers towards tax-prep diy software technology solutions, the study of more than 500 taxpayers across the u.s. shows broad opportunities for accounting professionals.