True Grit in Tax Season

Tax season is tough on everyone. Just ask this administrative assistant at a small CPA firm:

I love the gals I work with and most of the time, it is fine. Tax season is another story!! It can get so hectic, and what is suppose to be a 30-hour week becomes 36, 40 or more hours a week, and the stress and pressure to get things done fast and the clients…..oh my stomach hurts!

All I can say is that you have to have a certain character to do taxes, and I don’t think I have it! I get too stressed out, probably because I know that I have three kids at home that need me and other commitments like church, girl scouts, cub scouts and my business that I still have to attend to, and if I am putting in 36 hours at the office, I have to neglect something else, because I have it all scheduled too close together!

At “Notes from a TAMM Creation,” here.

3 Reasons to Define Your Ideal Client

joseph-bannon-headshot.JPGDefining your ideal client is key to success as a CPA.

According to Joey Brannon, CPA, EA (pictured), here are the top three reasons why it’s so important:

  1. Having a clearly defined customer helps you understand what products and services you should be offering.
  2. Having a clearly defined customer allows you to be profitable when pricing your goods or services.
  3. Having a clearly defined customer allows you to feel that you’re making the right decision when you turn down the wrong kind of sales.

Essential reading for CPAs and clients alike, at Bannon’s Axiom CPAs blog. (Also: Check out his video blog and podcasts.)