Planning Workshop Quarter 1, 2015. Learning Objectives 5 strategies for saving time during tax season Celebrate successes Identify top 10 projects for.

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Presentation transcript:

Planning Workshop Quarter 1, 2015

Learning Objectives 5 strategies for saving time during tax season Celebrate successes Identify top 10 projects for 2015 Plan top 2-3 projects this quarter Evaluate top projects for the quarter Refine top projects for the quarter

5 Strategies for Saving Time Evaluate each of your systems for improvement Don’t create paper Consider your appointment strategy Collaborate in real-time with your business clients Set the right client expectations

Evaluate Each System Organizers delivery Receiving return and tax routing sheet (gathering ACA info) Scheduling appointments Scanning or downloading tax documents Delivery of tax return

Don’t Create Paper Paperless is mainstream Organizers in portals Getting digital documents Routing of tax source documents Tax returns in portals

Consider Appointment Strategy Don’t schedule your own appointments Don’t meet with every tax client Tax appointments only on certain days/times Train staff to deliver tax return

Collaborate in Real-Time Hosted QuickBooks The new QuickBooks Online Accountant

Set the Right Expectations Discuss your model with staff Create plan to communicate with clients Have your staff work with clients to adopt your model Now’s the time

Celebrate

Plan

Evaluate

Refine

Have a great tax season!