Accountants scramble as competition surges for bread-and-butter tax work…
Topic: busy season
Tip #5: Get paid before filing. By Sandi Smith Leyva Accountant’s Accelerator Here are some fast tips to help you make the most out of busy season, which is when you have the highest amount of your clients’ attention all year long.
Tax professionals fight political uncertainty, ragged clients, toughened rivals.
EXECUTIVE SUMMARY By Rick Telberg CPA Trendlines Most tax practitioners across the nation are preparing for the 2014 busy season with the hoping it can’t possibly be as bad as last year’s “worst tax season ever,” according to exclusive CPA Trendlines polling. About 61% of accountants today expect at least a “somewhat” or even “much” better season this year, according to the CPA Trendlines Busy Season Barometer, a tracking poll now approaching its 11th year. Some 26% expect no change from last year, and 13% are bracing for “somewhat worse” or “much worse.” In the CPA Trendlines Special Report, responses and comments from more than 400 practitioners surveyed have been tabulated and analyzed. Key findings: Economic outlook for firms, clients, […]
Updated with responses from May 2013. The latest update to the topline results for the CPA Trendlines Busy Season Barometer shows additional confirmation of four key findings, beginning with the across-the-board problems of a late-starting season and buggy software. How did your season compare? We’d love to hear. Send your comments, rants raves, ideas, or questions to me here. – Rick Telberg Key Finding #1: Most practitioners, across all size firms, report a tougher 2013 than 2012. (See chart below for comparisons by size of firm.)
Stress management is critical to a successful season. By Sandi Smith, CPA Accountant’s Accelerator I don’t want to stress you out, but we really do need to do something about our stress levels. The American Psychological Association says our kids are getting headaches, having difficulty sleeping, and eating too little or too much due to pressure from school and household finances. The worst part is that most parents were not aware of the severity of their children’s stress. Many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little. Here are the most common stress-reducing tasks that some people do, according to […]
And a couple more ideas for high performing firms. by Ed Mendlowitz Tax Season Opportunity Guide If you have staff, have happy, cheerful, helpful people. Don’t surround yourself with downers and nay-sayers. Make sure they are 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. You need to create that atmosphere. Here are three things that might help: