How We Killed the Tax Season Client Meeting

Man working hard at office deskYep, there’s an app for that!

By Frank Stitely
The Relentless CPA

What did Dorothy and her friends fear in the Wizard of Oz? “Lions and tigers and bears, oh my!” Dorothy feared the wrong things if she’s a partner in a CPA firm. We don’t see much wildlife in our offices during tax season unless you count fast food delivery people and the occasional crazy client.

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We should really fear the events that destroy our priorities and drain hours from productive work. Meetings and phone calls and emails, oh my! Let’s look at why these communication methods are so destructive from a practice management standpoint.