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
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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.
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