Post Mortem on Tax Season Presented by: Bill Parrish

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Why Review Tax Season Now? It’s Over! It is Fresh in our Minds Now We Need to Improve Each and Every Year If we Don’t Make Changes Now, we Probably Never Will Don’t Yield to Procrastination

What Worked This Year? Scheduling? Staffing? Space? Tax Program? Computer System? Filing System? Fees?

What Things Did NOT Work? What Why How We Can Fix Those Are They Worth Fixing Are There Alternatives

Scheduling Was This a Last Minute Season Encourage Pre-scheduling Offer Discounts for Early Filers Charge Premium Fees for Procrastinators Stagger Schedules Among Personnel

Space What is the Right Amount and Type of Space for Your Practice Separate Waiting Area Confidential Interview Areas Secure Assembly and Prep Areas Did the Office Remain Neat and Clean

Staffing Were the Right People in the Right Places at the Right Times? Work Hours Training – Probably Needs Some Improvement Compensation

Tax Program Should I Consider Changing Alternative Systems ASP Systems Remote Servers Tax Prep vs. Practice Management Systems Interaction with Computer System

Identify Problem Clients Do It NOW! Rank Clients Weed Out Problematic Clients May be largest client(s) May be long term client(s) Look For Potential Liabilities Fire 10% of Your Client Base

Stress ss ss ss How Stressful Was This Season What Caused the Stress Can it be Resolved What Will I Do Now to Change This Stress is a Controllable Factor Schedule Personal Time for Everyone

Image Image Should Improve Each Year Image Should Be Progressive Image Should Exude Competence Image is All Encompassing Appearance Atmosphere Attitude

Disclosures Clients Often React Negatively More Requirements than Ever Before Demonstrate Compliance Turn Experience Into a Positive One for Clients Clients Want to Know You Are Complying

Paperless Either We Are Paperless or We Are Not If Not, Now is the Best Time to Start Makes Economical Sense Makes Operational Sense Resolves Future Space Issues Allows Flexibility in Staffing & Work Assignments

What We Can Do New Next Season Different for Each Practitioner Use Better Technology Become More Visible Have Marketing Plan in Place Recognize We Are In Control Be Confident Knowing Tax Season is Just 8 Months Away

For Information About ConnectEd: Jodi Goldberg, Director of Member Services National Society of Accountants Ext 1304 About the Presentation Bill Parrish, Founder (oneplusone) Ext

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