Watch Now → 2021 Tax Season Debrief
Once again: This year’s busy season was different from any other we’ve seen.
Long-lasting social and economic impacts from COVID-19 have raised significant questions about what will end up being our “normal,” day-to-day—at the workplace and in life.
With continued levels of uncertainty in the air, it would be easy to throw up our hands and delay post-busy season strategic planning.
But continuing to ride out whatever comes your way would be a big mistake.
Now is the ideal time to discuss how your firm could benefit from new opportunities created during this COVID experience while dropping antiquated processes that may be holding the firm back.
Strategic planning to identify these opportunities should begin immediately after the busy season and can be optimized by tuning up your tax season debrief processes.
In this webinar, I’ll be discussing exactly what firm members need to do to have a productive, data-driven and insightful tax season debrief session. Keep reading for more details about what participants will get (free data!) and don’t forget to watch 2021 Tax Season Debrief today.
RK: This session will provide useful facilitation skills for firm leaders to utilize when discussing how to improve their practice’s tax processes. And, the same process-improvement skills can easily be used to facilitate advisory discussions with clients (providing more opportunities to grow and improve your client advisory service offers!)
RK: Getting the tax debrief meeting on your calendars now is important for a few reasons: 1) Areas to improve are still top-of-mind and 2) Extension season provides an opportunity to test and optimize new workflow solutions before the next busy season steals away any and every extra minute of your day.
RK: Any firm member who has a seat at the “debrief table” will benefit from this session. Firm leaders will get tips for mixing up their traditional debriefs, as well as a list of questions to ask during those meetings. And firm members will get a checklist to use when preparing to attend a tax season debrief.
RK: Industry insights and data galore!
I’ll be sharing the results of our national, annual post-tax season survey. Get a pulse on how your peers fared during Tax Season 2021; use their tips and tricks to your benefit—and find out what they’ll be avoiding in future tax seasons!
RK: Expect to come away from this webinar with data-driven insights to improve Tax Season 2022, plus:
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