It probably goes without saying, but here we go. If you want to succeed in any project, in anything really, you must be organized, manage your time, and communicate well with others. When it comes to accounting, it becomes all the more vital.

We have talked to thousands of accountants and this time of year, one thing keeps coming up over and over: How to efficiently get the needed documents from your clients.

In any business, there can be too many tasks and not enough people.

In this article, I’m going to walk through how to drastically increase your firm’s productivity and save your staff an average of 10 hours a week in wasted non-billable time in 30 days.  This will free up your time to focus on growing your practice and delivering awesome service to your clients.

Today we are going to be talking about “Tax Return Client Delivery” processes.  Waiting on the client can be the most infuriating of all the time delays. You have done all the work ahead of the deadline, all you need to do is get the client to sign off and pay so you can submit their package to the IRS, but now you have to wait for them.