Get organized for tax time and simplify your filing process.

TLDR:

• Jennifer Mitchell, CPA, implemented a scheduled tax season at her firm to reduce workload peaks and enhance client relationships.
• By trimming clients and adopting a team approach, Mitchell’s firm saw improved revenue and team morale.

Key Elements of the Article:

After receiving feedback on spreading out the tax season, Jennifer Mitchell, CPA, made changes to make busy season more manageable at her firm, Account Sense PLLC.

Mitchell trimmed her client roster, adopted a personalized team approach, and communicated the new scheduled tax season to clients via email, PDF, and video.

The firm analyzed client submission patterns and assigned specific months for tax filings, leading to a more balanced workload for the team and improved client relationships.

Results showed increased revenue, improved staff morale, and more meaningful client interactions with the new scheduled tax season approach.

Mitchell’s firm saw positive outcomes from implementing a year-round scheduled tax season and remains committed to continuous improvement and innovation.