AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Optimizing Team Schedules in Accounting
This chapter explores effective strategies for managing team schedules and capacity in an accounting firm, focusing on the importance of data analysis and individual workload assessments. It also addresses the need for improved communication during tax season, balancing productive meetings with the necessity to manage client expectations regarding tax extensions.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
