fire theclient

offer morevalue

organize your documents

online

implementworkflowsystems

enforceclient rules& policies

get in onthe cloud

implementa CRM

your client showsup unorganized

your client isn’tpaying their bill

you lost a document

(or 5)

you’re constantlyworried about

an audit

IRS

your client complainsabout your prices

you’re pullingall-nighters

your client failed toreport income

your client is thinkingabout DIY taxes

this year

you made a mistake on a

tax returnyou’re wastingtime looking for

client info

you & your staffaren’t productive

enough

your staff doesn’tknow the status of

all client work

staying organized & implementingthese solutions will help you get more done during the work day,so you don’t have to work all night.

if you document everything and keepthose documents organized, you won’thave to stress about an audit.

systems, systems, systems!they’ll keep you organized

and efficient.

keep your documents and dataall in one place, and in the cloud.

you need to address yourvalue proposition with thisclient. if you can’t provide

value, they may not be theright client for you.

no! fire them.

by using a CRM andworkflow system, yourstaff will always know

where all work stands.

they feel like they’renot getting enough

from you. either proveyour value, or find

a client who sees it.

keep everything in the cloud,and ditch the paper documents.

enforce rules for yourclients. if they don’tfollow the rules, it’s time to fire them.

train your newclient on the

behavior youexpect. if they

don’t followthe rules, they

have to go.

keep your documentsand workflow in check,

and avoid future mistakes.

PROBLEMSTAXSEASON {AND HOW TO SOLVE THEM}

how you can make your life easier this tax seasonpresented by SmartCenter

| getsmartcenter.com