Step into the next tax season with a plan for more peace. In this session, we will provide you with a game plan for planning, creating, and holding important boundaries in your practice operations.
Join Jamie Gruol, MBA, as she shares with you a step-by-step plan for mapping out the important Policies and Procedures and how to Prep for your busy season so that you can enter January with the confidence that your clients will be informed and prepared to deliver you their documents to make for a more peaceful April.
We will discuss Client Deadline Planning, Communications, Return Status Tracking, and the ever-important Client follow-up plan.
Jamie Gruol is a problem solver. As a TaxDome Guru, she co-created Workflows For Tax ProsTM, which has impacted the lives and practices of over 600 Tax Professionals, Accountants, and Bookkeepers in its first two years. Jamie believes that...