Skipping the Tax Season Chaos Strategy and the Virtual Controller

With tax season on the horizon we kick off this episode discussing how we communicate with clients. Owners and staff are quick to blame clients, for all their tax season troubles, but more often than not it's because we haven't set clear boundaries with our clients that tax season gets derailed. For the most part clients are very understanding - with good communication that manages their expectations you'll be a-ok.
So before you accept that new client (that you know is not a good fit) or before you introduce new technology to clients (and staff), take a few minutes to think through this. Could this new client or technology cause frustration and stress during an already stressful time of the year? If yes, then maybe push it to post April 15. You can always put that new client on extension - making sure you're up front about if of course! And you can push that shiny new app to the spring. And who knows you probably have that capability in one of the other apps you've already adopted.
The podcast is designed to help practitioners avoid short term distractions and focus on the long term. Tax season is full of short term distractions, and most of these can be avoided with good communication between you and your clients and you and your team.
We’re here to help in any way we can. Get in touch via LinkedIn.
Penny Breslin - LinkedIn | @PennyB57
Damien Greathead - LinkedIn | @Damien_GH