Preseason Readiness QuizHow Ready Is Your Tax Office For Preseason?
Answer these 10 questions as honestly as possible. This isn't about where you want your business to be. We want to know where it is right now.
How prepared is your tax office for the upcoming season?
Do you have documented systems and workflows for how your tax office operates?
How would you describe your client onboarding process?
How much of your business currently depends on YOU doing everything?
How are you currently using automation or AI in your tax business?
Do you already have your early-season marketing plan?
How strong is your strategy for BOTH getting new clients and retaining previous clients?
If you have or plan to have a team, how prepared is your training and onboarding process?
Solo preparers can answer based on how prepared they would be to bring on their first team member.
Can you easily tell whether your tax business is performing well?
If tax season started NEXT WEEK, how would you feel?