Same money working half as much

Recently I wrote about reasons to start planning tax season now. »

A recap:

1. End overworking

2. Optimize pricing

3. Optimize client roster

Two more:

– more time to identify clients who might benefit from meeting with you before year-end

– more time to communicate to those clients and get meetings scheduled

Add reason #4 to the list: Optimize clients’ results.

CPAs who have made the above changes report similar experiences, which sound roughly like, “I make the same money working half as much. And client relationships are much better.”

PS – Webinar – Part 3: Design Your Calm, Profitable Tax Season

Tuesday | Aug 1st | 11am ET

Register »

 

 

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Geraldine Carter