How the Annual Tax Meeting Died

Businessman shaking hands with grim reaperThink clients really want those meetings? Move them out of season and charge for them.

By Frank Stitely
The Relentless CPA

Better scheduling reduces WIP. A while back published an article by a brilliant writer (me) called “The Annual Tax Season Meeting is Dead.” I based this article on years of scheduling mistakes in our firm that drove up WIP and killed turnaround. Here’s the gist of that article.

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Beginning in the early 1990s, we began prescheduling personal tax meetings. We had the best intentions. Our practice was growing, and we could no longer afford to have clients call us when they got around to it. We needed to bring sanity to the scheduling of meetings. We couldn’t have all of our clients call to schedule in mid-March. Thus, we sent out postcards with prescheduled meeting times.