Episode 34: Tax Season Debrief: Growth, Change and Challenges
In this episode I recap the latest tax season, detailing both the challenges and successes experienced. This year marked our transition to a fully remote team, including the addition of a new remote administrative assistant. Despite initial concerns, we successfully navigated remote work logistics, streamlined our workflow, and introduced a subscription model for clients. I also share personal anecdotes, including the emotional difficulty of a staffing change and the importance of maintaining healthy work-life boundaries. Overall, the season was productive, with minimal overtime and the successful early completion of tax filings.
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About the Creator
Beth Whitworth
I have over 25 years of experience in the industry and want to share what I know with you. Why? So that you can have confidence in what you do! Accounting with Confidence was born out of my desire to teach others the skills to make their job easier.