Tax Firm At Capacity? Do This!

👂The 5 podcast episodes where we explored this in depth: • 229 How Firms Are Movi...
💰 Get paid TO NOT DO PAYROLL WORK! info.adp.com/LP=11737?...
📃 Get the best new accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/
💗 My accountant community: rlz.io/

[@ens8280]

The project management system that can do this for us is the next step. Imagine what Motion is supposed to do on top of Karbon!

[@jasoncpa]

That would be sick! ✨Auto-Scooch✨

[@trishgeierfields9066]

I’ve been doing monthly milestones for all my bookkeeping clients. We meet monthly to review the books - and don’t do cleanup work for new clients until after tax season OR it’s a referral from a CPA group that can’t handle the work- and that’s a premium service ( $$$ ).
Our goal is to have everything wrapped by 2/15 so the CPA’s we work with don’t want to murder us or their client.
Really enjoy these vids, btw. 😊

[@jasoncpa]

lol well said

[@heypattibisson]

💞well done, love this!!

[@Brockdorf]

Thank you! Even the AICPA does not understand that tax season used to be 105 days, now with all the delays we only have 82 days to file returns. But, with how late and often wrong brokerage statements go out you could argue we have 30 days. You touched on it, but part two is, given that everything is so much more scrunched, how do you effectively manage 1000 text messages that say, "hey, I know you are super busy, but I just have a 2 minutes question" (that turns into 30 min).

[@jasoncpa]

Made a pod on just this question! czcams.com/video/je4mDK6fJ3Q/video.html

[@lironbenari5053]

Hi, I didn't understand why push back business clients. After all, it is better for them to know their tax result as soon as possible, do they have to pay money to the tax authorities or do they deserve a refund, isn't that right? I would appreciate it if you could expand a little on this topic.
P. S
I'm from Israel and I'm addicted to your videos. Thank you!!

[@Brockdorf]

Yes, nothing worse than someone calling and then the only message is "call me, I have a 3 minute question." Is it that hard to just go ahead and say why you are calling? It is never under a 30 min call.

[@terrycoomber69]

Can you do a video on Syft analytics

[@Evan-mg9zz]

Great video hopefully will be implementing this system next year!