April 22, 2024

Post-Tax Season Tune-Up

50 minutes

After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

(00:00) - Welcome to Federal Tax Updates

(01:48) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member

(03:10) - Post-Tax Season Reflections: Looking Back to Move Forward

(05:47) - Evaluating Your Practice: The Importance of Client Grading

(10:46) - Achieving Work-Life Balance Through Right Sizing

(16:38) - Embracing Specialization for a More Profitable Practice

(21:29) - The Power of Saying No: Setting Boundaries with Clients

(26:05) - Leveraging Technology for Efficiency and Balance

(27:46) - The Challenge of Vetting Software

(29:11) - The Reality of Clients and Technology Adoption

(30:26) - Making Tough Decisions on Client Technology Use

(33:25) - Evaluating Tax Software: Cost vs. Capability

(38:07) - Diversifying Services Beyond Tax Season

(42:39) - The Value of Accounting Services in the Age of DIY Software

(48:26) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance

Connect with Amanda Aguillard
LinkedIn: https://www.linkedin.com/in/amandaaguillard

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

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.

...more