Your clients want the results that your tax firm can provide them– quickly and accurately filed taxes. But, if you’re focused on building your dream firm, this change shouldn’t be spearheaded by you. Delegate this task so that you can focus on high-level activities, like dream client acquisition and workflow improvements. But, in order to make this work, you need to ensure that effective onboarding processes are in place to train your team properly.
Your employees will have to learn to keep a sharp eye out for missing files from your clients’ end. And, they’ll need to commit to the process, even if it involves waiting on documents before they get started. With this kind of pipeline in place, you can rest assured that your clients’ tax returns are being processed efficiently, without the extra stress and time.
And, while we’re disrupting norms and dismantling long-held beliefs about all things taxes– we’ll let you in on a little secret. Tax season is a myth. You can read more about our least favorite fairy tale here, but just know that the stress and strain associated with tax season is not a given. In fact, there’s a way to approach tax season that gets rid of the stress and maximizes profits. And, that’s our specialty.