267 How To Build Systems For Messy Work

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[@Cerulean-Tax]

Wow this is crazy! I was out on my walk today when I listened lol. To say that I was floored 😂

[@LoganAllec]

In the tax relief world this system would absolutely NOT work, not the least of which because so much of the timeline on a case and when it’s “back in our court” has to do with how efficient the IRS / RO is when the ball is in *their* court (and that is *highly* variable)!
Tax prep is *much* easier to systematize and we do have a prep team because we get a lot of that work too…good thing is these folks generally haven’t filed for several years so not delivering their returns within four vs. eight weeks is usually not a problem (IRS / RO deadlines notwithstanding).

[@JasonCPADaily]

Sure it would! Outline every engagement and find what they all have in common:
- The client needs to sign an engagement letter
- Correspondence is saved to our system this specific way
- Every X weeks the ball is in their court we communicate Y to the client
- A final memo in X format is written up when it's done
- xyz put in next year's tax file
In some cases 95% of engagements will be done the same way (bill pay), in other cases 10% of work will be done the same way (examples like this). But creating *any* system gives you a starting point you can improve upon, pull admins into part of the process etc.

[@erickillian313]

I've been listening to you for what feels like at least a year and I just learned you had a website today on this stream. I hadn't subscribed to your newsletter before either, but only because I didn't know it existed and you never asked me to. I remember it taking me a few months of listening before you mentioned Realize too. My plate is too overflowing with the day to day firm and family running to seek people out on other channels.
Perhaps it's by design, but thinking maybe if not for your benefit then the benefit of your audience you let us know where else your listeners can find you. I appreciate that you don't push it overly, but maybe you've gone the other extreme of making it a little too serendipitous?
Anyways, happy to have found you and appreciate you, your delivery style/tone, and your content. Thanks Jason.

[@LoganAllec]

@@JasonCPADaily Oh yes we do all those things. I just mean scheduling client work down to a specific week of the year.