Tuesday, July 8th, 2014

Improving the Culture Inside Your Busy CPA Firm

Gary Boomer, is that you with Rita?Many CPAs ask me, “How can we actually improve our culture?” or “How can we really make things better for our staff while still providing great client service and meeting government deadlines?”

Of course, tax season is one of the most challenging times. If you can make the work environment better during January thru April, you would be a firm where impressive, young talent would stay and build their careers.

That’s why I like a recent article by Gary Boomer in Accounting Today. Well, I like all of Boomer’s articles but this one caused me to reminisce about many of the things I worked on when I was working inside a busy, growing firm.

Boomer talks about the “after tax season review,” assessing what went right and what went wrong. We did it faithfully every April and compiled a list of things to change, improve or tweak. The secret? We made sure that we did actually implement…. we changed, improved and tweaked continually. It was part of our culture.

Here’s Boomer’s 10 Way You Can Make Next Tax Season Better:

  1. Schedule client appointments in advance.
  2. Scan and organize client data into a digital file.
  3. Utilize a digital workflow system.
  4. Implement one-way workflow and avoid loops. You do not have to send work back for training purposes.
  5. Review returns on a timely basis.
  6. Grade preparers on each return to drive out errors at the lowest cost.
  7. Bill and collect with the return.
  8. Reduce cycle time to increase profits.
  9. Utilize portals for aggregation of client data and the delivery of returns.
  10. Utilize a technology surcharge to achieve a return on your IT investment.

How many of the 10 are you doing? Read the entire article here.

  • "Providing the right services to the right clients is very important."
  • Gary Boomer

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