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Tax Season Operations Prep - Policies, Procedures, and Boundaries
Step into the next tax season with a plan for more peace. In this session, we will provide you with a game plan for planning, creating, and holding important boundaries in your practice operations. Join Jamie Gruol, MBA, as she shares with you a step-by-step plan for mapping out the important Policies and Procedures and how to Prep for your busy season so that you can enter January with the confidence that your clients will be informed and prepared to deliver you their documents to make for a more peaceful April. We will discuss Client Deadline Planning, Communications, Return Status Tracking, and the ever-important Client follow-up plan.
*Webinar recorded and available for replay; NO IRS CE or NASBA CPE offered
Jamie Gruol
,
MBA
Jamie Gruol is a problem solver. As a TaxDome Guru, she co-created Workflows For Tax ProsTM, which has impacted the lives and practices of over 600 Tax Professionals, Accountants, and Bookkeepers in its first two years. Jamie believes that automation is the only way to build a business that is both profitable and creates time freedom.With a background in accounting, an MBA, and over a decade of software implementation, Jamie has brought her invaluable experience into the Accounting arena to help the deserving small practice superheroes of the industry to have the same automation innovation and efficiencies as the industry behemoths without the overhead of an IT team.Jamie lives in the mountains of Vermont with her husband, Mike, and two children. When not adventuring with her family, Jamie can be found mountain biking, hiking, skiing, or gardening.
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