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No need to wait until January

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Manage episode 375526626 series 3506597
Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

There's no need to wait until January to start specific tasks in the year-end process. It's the start of December, so why not start communicating with your clients about what's coming up. Whether it's W9s for the 1099 process or just helping your clients get better organized, we discuss tactics that will help firms get better prepared for a less stressful tax season.

If you'd like to pick our brains on software or workflow (including to share feedback), please connect with us on LinkedIn or Twitter. And remember to rate us, like us and share us, so we can spread the word.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH

  continue reading

78 episodes

Artwork
iconShare
 
Manage episode 375526626 series 3506597
Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

There's no need to wait until January to start specific tasks in the year-end process. It's the start of December, so why not start communicating with your clients about what's coming up. Whether it's W9s for the 1099 process or just helping your clients get better organized, we discuss tactics that will help firms get better prepared for a less stressful tax season.

If you'd like to pick our brains on software or workflow (including to share feedback), please connect with us on LinkedIn or Twitter. And remember to rate us, like us and share us, so we can spread the word.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH

  continue reading

78 episodes

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