Post Tax Season Review - A how to guide
Play • 34 min

We know! Tax season isn’t even over and we’re talking about a tax season review. Don’t worry, we’re just planting the seed. In fact we’re recommending taking the rest of April off! But when you do come back in May, be intentional about your business. The risk is it’ll quickly be the fall and extension season and you won’t have done any of the big projects you wanted to.

Here’s an easy agenda for your after tax season review:

  • Clients
  • Services
  • Technology
  • Systems & Process
  • Events

Get your team together. If you can, get off site for a couple of days to talk through the good, the bad, and the ugly of the above. Ideally you’ll have identified 2-3 key issues to work on. Your list will be much longer but you can’t do everything. And with those 2-3 issues in mind, what work needs to be done to address them? What events should you go to to learn more/speak to peers and providers.

If you can do this in May, you’ll set yourself up well for a productive summer testing new systems, updating processes, meeting with clients.

Good luck for the final push to April 15 - if there’s anything we can help with - get in touch. You can easily find us on LinkedIn.

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