And, we don’t just mean stocking the office kitchen with coffee and energy drinks. Instead, we recommend focusing on two areas to get ahead now, while you still have time: preparing your processes and preparing your clients.
Success looks different for everyone. Yet, one thing we know from working with thousands of accountants worldwide is that many struggle with keeping their head above water in the first few months of the year. Add in the pressure of delivering a great customer experience so that clients return year after year and tax season can quickly take a turn for the worse. But it doesn’t have to be that way.
By preparing now you can get ahead and ensure that you are set up for success come 2019.
Follow the checklist below to make sure your team doesn’t burn out during an already stressful season and that they are able to give clients the service they deserve.
First, we suggest examining how your firm currently manages tax prep. Review what your internal tax production process looks like as soon as possible. This will help identify what you need to focus on to best prepare your firm’s processes for busy season.
Next, think strategically about your clients. What do they need to know now in order to make tax season run smoother?
With so many client interactions happening digitally these days, it is important to schedule in a face-to-face meeting - even if over Skype or Zoom - while you still have the time. Not only will this help you prepare for upcoming tax season but also to set the tone for an advisory relationship going forwards.
The beginning of the new year is always going to be crunch-time for tax professionals, but with technology like Receipt Bank, it no longer needs to be overwhelming. If you start preparing now, you’ll be well positioned for a successful busy season. You’ll be able to give your clients top-notch service so they return year after year, plus keep your team from burning out.
Of course, it never hurts to have a little extra coffee on hand.
DOWNLOAD THE PAPERLESS PLAYBOOK TODAY TO LEARN YOUR FIRST STEPS TO IMPLEMENTING NEW, GROWTH DRIVING PAPERLESS PROCESSES TO SET UP YOUR FIRM FOR SUCCESS. Download now