one is a can’t-skip.
by ed mendlowitz
tax season opportunity guide
occasionally accountants lose touch with their clients, especially during tax season. part of this is because of the crush of work, which is compressed into a pretty short period. we sometimes lose sight that we are working on something the clients consider one of the most important things in their lives at that moment.
six ways to eliminate stress and potential mistakes. by ed mendlowitz tax season opportunity guide urgency creates stress and pressure and leads to mistakes and improper perceptions of the quality of the work. planning and execution reduce urgency. one way … continued
apply it to service, processes and standards.
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 on tax season: 11 clear client instructions to make your tax season easier | 3 ways to build a tax season team | have fun this tax season | how to get paid faster this tax season
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. read more →
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.
sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
read more →
it’s a long season. make it a happy one.
by ed mendlowitz
tax season opportunity guide
if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.
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.