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Time Management for Tax and Accounting Firm Owners

As a tax and accounting firm owner, there is always too much to do and too little time to complete it all.

In order to truly make a difference in your firm, you need to have a clear understanding of the following (in this order):

  • Process (Client Journey)
  • Software (Automation)
  • People (Capital Allocation)

Defining the strategy for how your clients will flow from initial prospect to expansion of long-term value is the most important step in understanding how to manage your time. Then, as you define the processes involved for a successful client journey, you will begin to see how software automation can help play a significant role in gaining back your time. The final step is to train your staff to use such software to fill the gaps and manage your firm. 

In order to truly make a difference in your firm, you need to have a clear understanding of the following (in this order):
Client journey
Identify Your Client Journey for Better Time Management

Identify Your Client Journey for Better Time Management

At the end of the day, if you have the incorrect client journey structure (selling 1000+ 1040s for $100 instead of 20+ $5,000 tax planning engagements, for example) you will never have the time, energy or effort required to scale your tax and accounting firm successfully and more importantly, profitably.

We will walk you through each stage of your client journey to prioritize the necessary steps to topple this big domino, and help you become successful at mastering your schedule.

How to Successfully Integrate
Software Into Your Tax and Accounting Firm

Software applications are incredibly valuable in helping firm owners scale their firms. However, you must be clear on exactly what your ideal client journey looks like so you can use software to automate and scale successfully.

From there, you can start to easily understand where the holes in your processes are, and clearly identify the bottlenecks in your firm. For example, let’s say when you dive into your client journey, you realize your onboarding process is taking far too long, causing multiple fallouts for new clients.

How to Successfully Integrate 
Software Into Your Tax and Accounting Firm
How to Successfully Integrate 
Software Into Your Tax and Accounting Firm

Software such as Corvee Client Collaboration will help to automate the onboarding process from the point the lead says “Yes I want to work with you” through sending an engagement letter, receiving payment, launching the client portal and requesting the initial client files to begin the engagement.

All the time you have spent trying to go back and forth with the client during the onboarding stage is reduced dramatically with our Client Collaboration software. The time you have saved can now be spent attacking other areas of your client journey.

Selecting the Right Human Capital

After you have identified your client journey and utilized software applications like Corvee Client Collaboration to help automate your processes, the last piece of the puzzle for successful time management is to select the right human capital to help you run your firm successfully.

In the past, firm owners who are overwhelmed think that adding new people to the firm is the way to solve this problem. The issue with human capital is the ramp-up time involved in hiring, selecting, onboarding and training new hires before they can start to truly take things off your plate. 

Selecting the Right Human Capital
Selecting the Right Human Capital

You must be able to allocate your time and attention to get your team up and running as quickly as possible, while utilizing software and having a clear client journey process, in order to reap the benefits of having a solid team who can help you manage and scale your firm. 

Though software can take you far, at the end of the day if you are trying to grow your tax and accounting firm, you will need staff to handle the work, managers to train, review and motivate your staff and leadership to strategically help you take your firm to the next level.

Managing a team is not a once-and-done deal but a constantly evolving process. But you will get to a point where your time will be spent working “ON” the business, and no longer “IN” the business. 

Our Clients Say It Best

Hear from tax and accounting firm owners who successfully manage their time.


Learn More About Managing Your Time as a Tax and Accounting Firm Owner Utilizing Strong Processes, Software and Human Capital.

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