It only takes two words to send a shiver down the spine of most accountants: tax season. It means long days at the office, late nights, little sleep, demanding clients and high stress. But it doesn't need to be this way.
In this video, Ian Vacin shares the time-management and capacity planning techniques successful accounting firms use to navigate their busiest periods. You'll learn how to start preparing today, and what steps to take as your tax deadlines approach to get more done, minimize stress, and reduce the chance of errors.
Even if you're not located in the US, these tips will still save you time and help you manage your firm through any busy period you face.
A blueprint for a successful tax season, covering planning, execution and review.
Techniques to obtain client documentation and details in half the time
Methods to plan capacity throughout your team to ensure work can be completed on time
Best practices for collaboration, handoff and ownership
Chief Customer Officer, Karbon
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.