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Making Changes to Your Tax Firm: A Summer Reflection
Manage episode 371083880 series 3436441
On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize the need for tax practitioners to be proactive in addressing changes in their business.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Chapters
- (00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
- (12:40) - Where to start changing your firm
- (20:54) - Some more proactive steps
- (28:26) - Tax advice for new business owners
- (43:38) - What can you do now to help yourself during next tax season?
- (48:50) - Changing the way you bill your clients
- (53:08) - Wrap up and please subscribe so you don't miss new episodes
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
41 episodes
Manage episode 371083880 series 3436441
On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize the need for tax practitioners to be proactive in addressing changes in their business.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Chapters
- (00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
- (12:40) - Where to start changing your firm
- (20:54) - Some more proactive steps
- (28:26) - Tax advice for new business owners
- (43:38) - What can you do now to help yourself during next tax season?
- (48:50) - Changing the way you bill your clients
- (53:08) - Wrap up and please subscribe so you don't miss new episodes
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
41 episodes
All episodes
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