The busy season is coming up in the accounting industry and your office needs to be prepared. While you likely have a plan in place to handle the major influx of work that is coming your way, there may also be problems you have not prepared for. To ensure you are as ready as possible to meet demand during the busiest time of the year, follow these tips:
Prepare for a crisis
Disaster can strike at any time. You could have technology problems that interrupt your workflow or the key member of your staff could get the flu and be out of work for a week. You need to have a contingency plan to prepare for problems that could arise so you don’t end up without a backup plan if a big problem happens during your busy season.
Review your client list
You have limited time during your prime working months, and you don’t want to waste it on low-paying clients with high demands who simply are not worth your effort. Evaluate your client list and your goals for profitability to determine if there are any D-list clients you could drop because they are simply more trouble than they are worth.
Engage your clients as early as you can
The earlier you can get clients into your office to get their returns filed and their needs met, the more time you will have for clients during your busiest season. Reach out as early as possible to get clients who are ready to come in before the prime season hits and you have limited time to accomplish all you need to do.
Review and update your processes
You don’t want to be operating inefficiently during your busy season. Review all of your protocols and processes to ensure you have the tools you need to get tasks done quickly and your efforts are streamlined so you aren’t duplicating work or incorporating redundancies into your processes that needlessly add time to your workflow.
Work with a top temp agency in Westchester NY
You also need to have a great staff who is ready to hit the ground running during your busy season. Vanguard Staffing can help you hire full-time or temporary accounting professionals. Give a top temp agency in Westchester a call today to find out how our staffing professionals can help you build an accounting team that is prepared to get through the busy season by providing professional, quality service.