june2022 - 10
TECHNOLOGY IN PRACTICE
Post Tax Season:
10 Tips for Getting the Most Out of
Your Tax Season Debrief Meeting
ANOTHER TAX DEADLINE is in the history books garnering firm members a well-deserved
break before transitioning into " extension " mode. This small respite is actually the best
time to hold a tax season debrief meeting to not only recap the firm's successes but
also to identify opportunities for production improvement.
The next two months offer great opportunities
to research, acquire and pilot new tools and
processes so they become the new firm standard
before the September and October deadlines.
Below we outline 10 tips to optimize your postbusy
season debrief process and successfully
transform your tax production.
STRIKE FAST: You will get the most
out of your debrief meetings
by holding them as
soon after the tax deadline
as possible, while the
events of the previous few
months are still fresh in everyone's
mind. We actually recommend that
this meeting be put on everyone's calendar
at the beginning of busy season
(consider this for post October 15) and
send out monthly reminders for your
personnel to take note of opportunities
they come across when they are in the
heat of the battle.
INCLUDE
EVERYONE:
We believe it
is
important
that
everyone participate
in the process, even
if is only completing a
survey. This includes
all administrative and remote personnel,
contractors, and interns as these
personnel often have unique insights.
In particular, we have found valuable
the input of newer personnel and those
who have worked in other firms as they
may not have been " indoctrinated " in
the firm way of doing things.
10 JUNE 2022 ■ www.CPAPracticeAdvisor.com
ASK OPEN ENDED QUESTIONS:
While one of the primary reasons
for conducting a debrief meeting
is to identify opportunities for
improving production processes,
it is also a chance to identify and
reward individual successes, as
well as capture employee perceptions. When
surveying firm members, we have found asking,
ROMAN H. KEPCZYK, CPA.CITP
Director of Firm Technology Strategy
Right Networks, LLC.
roman.kepczyk@cpapracticeadvisor.com
" What went well this busy season and why? " will
garner more provocative thought and insight than
asking, " Was this busy season better than last
year? " Below we list eight additional questions
that we suggest firms consider when surveying
firm members either live or via a digital survey
tool such as Survey Monkey or Question Pro.
■ What was the best improvement from last year?
■ What tax processes did not go well and why?
http://www.CPAPracticeAdvisor.com
june2022
Table of Contents for the Digital Edition of june2022
The ProAdvisor Spotlight: QuickBooks Online Recertification Window Open Through June 30, 2022
From the Editor: Summertime Blues
From the Trenches: Your Firm and Your Upgrades: Throw It Out!
2022 Tax Season Review: The Good, The Bad and The Ugly
Technology In Practice: Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
2022 Most Powerful Women in Accounting
The Labor Law Advisor: Pregnant Employees and Employer Obligations
The Risk and Rewards of Big Data
How Businesses Can Defund Against Payment Fraud
The Staffing & HR Advisor: Return to the Office: How to Ready Your Team for the New "Disruption"
The Leadership Advisor: How to Create a Better Advisory Relationship
The Millennial Advisor: Firm Management Lessons from the Grocery Store
7 Principles for Becoming a Better Listener
Creating Digital Experiences is the Future of Remote Work
7 Ways to Improve Your Work-Life Balance as a Firm Owner and Accountant
Independent Contractor Update
Why CPA Firms Need a Top-Notch Website
8 Steps to Finding the Right Software Solutions
R&D Tax Credits Can Help with Software Development
Marketing Your Firm: How Accounting Firms Can Target a Niche Using SEO
Is Your Firm at the Crossroads of Change?
The Secure Act and the Growing Popularity of Roth Conversions?
How to Know When You're Ready to Move to Advisory Services
AICPA News: A round up of recent association news and events
Bridging the Gap: Your Firm's Next Hire: A Project Manager
june2022 - 1
june2022 - The ProAdvisor Spotlight: QuickBooks Online Recertification Window Open Through June 30, 2022
june2022 - 3
june2022 - From the Editor: Summertime Blues
june2022 - 5
june2022 - From the Trenches: Your Firm and Your Upgrades: Throw It Out!
june2022 - 7
june2022 - 8
june2022 - 2022 Tax Season Review: The Good, The Bad and The Ugly
june2022 - Technology In Practice: Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
june2022 - 11
june2022 - 2022 Most Powerful Women in Accounting
june2022 - 13
june2022 - The Labor Law Advisor: Pregnant Employees and Employer Obligations
june2022 - The Risk and Rewards of Big Data
june2022 - How Businesses Can Defund Against Payment Fraud
june2022 - The Staffing & HR Advisor: Return to the Office: How to Ready Your Team for the New "Disruption"
june2022 - The Leadership Advisor: How to Create a Better Advisory Relationship
june2022 - The Millennial Advisor: Firm Management Lessons from the Grocery Store
june2022 - 7 Principles for Becoming a Better Listener
june2022 - Creating Digital Experiences is the Future of Remote Work
june2022 - 7 Ways to Improve Your Work-Life Balance as a Firm Owner and Accountant
june2022 - 23
june2022 - Independent Contractor Update
june2022 - Why CPA Firms Need a Top-Notch Website
june2022 - 8 Steps to Finding the Right Software Solutions
june2022 - 27
june2022 - 28
june2022 - R&D Tax Credits Can Help with Software Development
june2022 - Marketing Your Firm: How Accounting Firms Can Target a Niche Using SEO
june2022 - Is Your Firm at the Crossroads of Change?
june2022 - The Secure Act and the Growing Popularity of Roth Conversions?
june2022 - How to Know When You're Ready to Move to Advisory Services
june2022 - AICPA News: A round up of recent association news and events
june2022 - Bridging the Gap: Your Firm's Next Hire: A Project Manager
june2022 - 36
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