Suggestions for Managing Capability Throughout Tax Season

It is that point once more to start exploring methods we will handle tax season, keep sane, and nonetheless be intentional about how we lead our companies. On this webinar we’ll talk about some capability administration suggestions for these operating a tax season with a digital crew (which is harder to do than brock and mortar!). 

Studying aims:

1. We’ll learn to navigate the three challenges to operating a agency: tax season, capability administration, and being digital.

2. We’ll talk about engaged on our processes, our calendars, and peeling work out of our roles. 

3. We’ll talk about a course of to cull purchasers you should not even be serving.