Episode 12: Quarter 3 Focus

Uncategorized Aug 31, 2023

Accounting offices have 3 seasons that don't necessarily match up to the quarters: tax/busy season, summer and year end! The 3rd quarter of the year is often overlooked. In this episode I discuss the 3 things that I feel should be the focus during the 3rd quarter, plus a bonus focus!

I talk about:

  • Tax planning and getting those meetings scheduled now for later in the year
  • Getting ahead of continuing education and not leaving it all to the busy 4th quarter
  • Dusting off that "after tax-season debrief" and start working on those items to make your next season better than your last

When your year moves in only 3 seasons, it's hard to find the time to focus on these things and they can get lost, forgotten, or simply crammed in where they don't fit. Take the time before the end of this quarter to get ahead of these things and set yourself up for success.

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