218: Uncovering The Secrets Of Successful Scheduling
Episode description
It’s that time of the year again — busy season.
Ensuring that the sheer volume of tax returns flowing through our offices are filed with the IRS on time requires a lot of coordination. So, as you might imagine, scheduling is a critical component of our success, and we’re always striving to do better and maximize our capacity.
That’s why Melissa Dunkle, a senior manager on the Rea tax team, recently reviewed our existing processes to ensure that we are being as efficient as possible. In doing so, she uncovered a few best practices all business leaders should be aware of when it comes to implementing their own scheduling practices, which she shares on this episode of unsuitable.
Listen to this episode of unsuitable to learn:
- How to increase communication within your organization so that you can minimize unnecessary communication with your clients
- Organizational planning best practices
- How to foster accountability and ownership at every level of your organization
Learn more about this topic:
- Listen: “Episode 188 - zen and the art of bookkeeping”
- Read: “The Scorecard: Qualified Opportunity Zones vs. Section 1031 Exchanges”
- Read: “Save Money With Tax Credits”
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