Tammy’s Tale of Tax Season Tardiness

Or, why you need project management.

Here’s a story about a former staff member who caused me years of therapy and cost us probably 20 clients in one year. Therapy for me consists of drinking craft beer, so I expect that I may need therapy for a lifetime.

MORE: How Effective Project Management Makes Your Life Easier | Value Pricers Ignore Half the Pricing Puzzle | CPAs Can’t Help You | The Agile Accountant | The Cure for Commoditization | Four Amusing Millennial Myths | 3 Rules for Asking Great Tax-Return Questions
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Also, note that this story happened before I started enforcing company policies with a loaded Glock. The company handbook, which I wrote, allows this. I give you the “Tragic Tale of Tammy Tardy.”

Posted on March 20, 2019

Frank Stitely

About the Author

Frank Stitely, CPA, CVA, is the managing member of Stitely & Karstetter CPAs in Chantilly, Va., and leader of Clarity Practice Management – Sign up for the next free demo here.

He is the author of The Relentless CPA,
available exclusively from CPA Trendlines here.

He graduated Summa Cum Laude from Clarion University and received the Elijah Watt Sells certificate in recognition of his performance on the CPA exam. His professional affiliations include The American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, President of the Association of Professional Accounting Software Consultants, Member of the Sage Software Small Business Certified Consultants' Steering Committee, Member of the National Association of Certified Valuation Analysts, Chair of the Audit Committee on the Board of Directors for Christian Relief Services, Maryland Society of Accountants, and the National Society of Tax Professionals.

Click here for more by Frank Stitely

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.