White paper

Tax season report card: How did your firm score this season?

Paperwork, filing, and deadlines, oh my! Another tax season has come and gone. As you recover from the long hours and sleepless nights, you may be wondering just how successful you and your firm were this season.

How many times did you eat at your desk? How short staffed did you feel? Did you have bandwidth issues? Was your software reliable? How many clients were a breeze — as opposed to the ones that made you scream into a pillow?

In this white paper, we’ll reflect on your firm’s performance in four categories: talent, growth, client service, and efficiency. Together, we’ll recognize common pitfalls, nuances, and pain points for your firm, so we can begin the process of a stronger, more successful next tax season.

We know accountants are so much more than a tax return service. Join us as we uncover potential gaps in your firm that could be costing you the perfect “grade” on your Tax Season Report Card.

By the end of this white paper, you should:

  • Ask yourself how your firm has done with talent over the past year and handled the “Great Resignation”
  • Recognize importance of current accounting technology for growth
  • Understand and create a strategy for stronger client relationships

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