314 How CPAs Can Reduce Overwhelm During Tax Season

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We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. 

During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. 

And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” 

The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time. 

In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.

1. The mindset side
2. The tactical side

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/

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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

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Want more client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
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Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

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Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

THE VIDEO COURSE – $497
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Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.

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For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
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