TfP 017. Getting Ready for 'Busy Season', Part II

About this episode

This episode features insights from Jaimie Boyd on preparing for busy season with practical tips and stories from practitioners.

We're back with another special compilation of conversations offering insights relevant for preparing for busy season. Jaimie Boyd from the AICPA® Firm Services team shares highlights from conversations we've had over the past year with practitioners who are applying the fundamental concepts of the Transforming Your Business Model initiative to their day-to-day operations. From scheduling systems that help tame tax season to the power of virtual teams and intentional client selection, these stories offer practical insights and motivation for firms preparing for busy season and anyone seeking to modernize their practice without sacrificing well-being. You don't want to miss this episode as you prepare for busy season. For the full episodes and resources, check out the following: TfP 012. Creating Balance Without Losing Business TfP 014. Building Balance in a Virtual Firm TfP 010. Leading with Authenticity and Vulnerability TfP 006. Starting your own firm and growing the right client base TfP 013. When Purpose Meets Innovation TfP 011. The Influence of Coaching on Firm Growth AICPA Town Hall: DC updates, hiring insights and better tax season planning PCPS Right-Sizing Your Client…

People in this episode

Guest: Jaimie Boyd

Topics covered

• busy season preparation
• business model transformation
• virtual teams
• client selection
• tax season management

Keywords

• busy season
• tax season
• virtual teams
• client selection
• business model

Mentioned in this episode

Organizations: AICPA, CIMA

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