Starting today, I’m going to start sharing the core checklists that constitute my tax practice systems. I’ll be sharing these checklists in order to help you organize your tax practice and make it operate more efficiently. Keep in mind that these systems are constantly changing, based on new lessons learned, input from staff members and clients, and ideas gleaned from books, courses, and seminars from the worlds of sales, marketing, management, and more. As these checklists and systems change, they will be updated on the TaxMarketingHQ.com blog.
I encourage your feedback on these checklists. Be sure to leave a comment on the blog if you have any thoughts to share.
Checklists are organized as layers, like the roots of a tree, starting at one point and branching out and down deeper, and deeper. The Tax Practice Daily Checklist is where I start, and everything branches out from there.
Tax Practice Daily Checklist
- Tax Practice Goals Checklist
- Tax Practice Daily Marketing Checklist
- Tax Resolution Daily Client Checklist
- Tax Preparation Daily Client Checklist
- Other Client Services Checklists
- Tax Practice Business Management Checklist
Each of the sub-checklists in the main Tax Practice Daily Checklist serves a core purpose within the overall scope of running a business. The checklist is intentionally oriented towards running a profitable tax firm, and the sub-checklists are presented essentially in order of importance to be tackled each day.
To start, it’s important to take a look at your goals every day. This is to remind you of what you are trying to achieve, why you’re even in business, and to “right your ship” at the start of your work day to give you the proper focus and direction for the day.
Next, the Daily Marketing Checklist guides you through testing your marketing systems to make sure everything that needs to be working is working. These can be simple things like making sure your 800 number and your web site are operational, all the way to making sure that complex automated direct mail fulfillment systems are up and running. The Daily Marketing Checklist comes before client work on purpose: Lead generation and new client consultations are the absolute single most important thing you do … Continue reading