Discussion:Post-Oct 15th System?
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Discussion Forum Index --> Business Growth Community --> Post-Oct 15th System?
| 14 October 2009 | |
| In a day or so the final tax deadline will have passed. Billable work ramps down on it's own.
What system do you have to generate work between now and year-end? and what type of work? Do you do anything proactive (that would be some type of "system") or just wait to see what falls in the door (I suppose that could also be called a system, but not in my book). I contact everyone extolling the virtues of a "no surprises" tax projection meeting aka "an-ounce-of-prevention" meeting. Also contact all biz clients with a yr-end tax planning meeting, but I'm pretty weak on the list of things I address systematically. I hope at a minimum to do the same thing a GAAP-type auditor would do this time of year: all the interim work to clean up the books and identify all AJEs that pop up going over the Jan-Oct financials. How can I improve? What do you do that I don't? And do you do it thruout your client list systematically? | |
| 15 October 2009 | |
| The tax projection meeting is good for December. My October and November work involves doing 3rd qtr payroll reports and catching up on bookkeeping work. I contact the yearly clients and get their work for nine months and then have the tax planning meeting in December. Then I only have three months bookkeeping to do for the tax return.
You could schedule CPE in November and catch up on all the loose administrative items. That way the non-billable time accumulates in one month. I update software, clean out files, make upcoming tax season checklists, collect past due amounts, etc. | |
