6 steps to a better busy season

December 5, 2019

By Anita Dennis for Journal of Accountancy on December 2, 2019

Busy season can be the most lucrative time of year for many firms, but it can also be a stressful period that threatens to leave your team burned out by April.

To avoid that, experienced CPAs share their thoughts on how implementing certain steps well in advance can minimize stress and make the most of the season.

Mobilize early. Eric Rigby, CPA/PFS/CFF, founder and principal of the seven-person Rigby Financial Group in New Orleans, recommended making return preparation the final step in a year of good planning. In the last four months of the calendar year, his team members reach out to clients for updates on their personal and business lives, then they use that information to create individualized plans.

"We don't like surprises, and our clients don't either," he said.

Last year, one such discussion led to a $70,000 write-off due to a change in depreciation rules.

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