314 How CPAs Can Reduce Overwhelm During Tax Season

Business Strategy for CPA's

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We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure.

During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading.

And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!”

The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time.

In today’s episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.

1. The mindset side
2. The tactical side

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Link to full shownotes:

https://www.businessstrategyforcpas.com/

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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

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Subscribe here: geraldinecarter.com/subscribe

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Readers say they love it because they’re short and on point.

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Want more client interviews?

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293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

geraldinecarter.com/client-interview-episodes

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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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THE BOOK – $9.99

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JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom