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 CPATrendlines.com 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.

MORE: Whittle Down WIP | Maximize Your Role as Visionary | The Land Mines in Tax Returns | Give Your People the Resources They Need | 4 Tips for Managing Advanced Preparers | The Right Way to Assign Staff Projects | Workflow for Dummies | How Effective Project Management Makes Your Life Easier
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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.