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314 How CPAs Can Reduce Overwhelm During Tax Season
Manage episode 439321026 series 3477259
Το περιεχόμενο παρέχεται από το Geraldine Carter. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Geraldine Carter ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure.
During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading.
And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!”
The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time.
In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.
- The mindset side
- The tactical side
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Link to full shownotes:
https://www.businessstrategyforcpas.com/
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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
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Readers say they love it because they’re short and on point.
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Want more client interviews?
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
Complete list:
geraldinecarter.com/client-interview-episodes
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THE BOOK – $9.99
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For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
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