Wednesday, May 1st, 2019

After Tax Season Debriefing

“Questions are never indiscreet, answers sometimes are.” – Oscar Wilde

Every year, in late April or early May, CPA firms have a debriefing to uncover the good, the bad, and the ugly of tax season. What worked well, what was a disaster and how do we do better next year? You can read some suggestions on my blog of several years ago.

This year, Roman Kepczyk, Director of Consulting for Right Networks shares a Tax Season Debriefing Checklist in his article in CPA Practice Advisor.

Maybe this checklist will help you structure your debriefing in a more production format.

  • "Some men see things as they are and ask, 'Why?' I dream things that never were and ask, 'Why not?'"
  • Robert F. Kennedy

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