Lesson learned: Plan, prioritize, repeat.
Next question: Key financial metrics for 2015 results.
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By CPA Trendlines Research
They don’t call it “Busy Season” for nothing. It’s a frenetic, hectic, even hellish effort to herd client cats toward an unforgiving deadline.
When we ask CPA Trendlines members what lessons they’re learning this year and what they plan to do about it next year, we hear a lot about time management. Based on the survey, time management issues can be organized into eight main categories:
- disorganized offices,
- timing,
- staffing,
- scheduling,
- procrastination,
- poor planning,
- the need for time off and
- the desire to retire.
The solutions CPAs will be implementing next year range from minor tweaks to complete overhauls, or even surrendering to retirement and calling it victory.