So it's early April and you are juggling an impossible number of conflicting priorities. One minute you are reviewing a return, then on the phone with a client answering a question and then literally running to a staff meeting with one agenda item - put together a game plan to complete or extend the hundreds of unfinished client returns. Sound familiar? Take one hour now to listen to a discussion on ways to effectively manage the business ahead. Consider this an investment now to save you hours in the weeks to come. Our speaker explored best practices to manage workflow, effective ways to review tax returns, techniques for coping with conflicting priorities, and management tips to keep staff (and yourself) motivated and engaged.
View archived presentation.
Register for the next Tax Practice Monthly: Annual Tax Season Debrief, April 21 at 1pm ET.