Follow Up Friday – Your Q1 Surge Plan
Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation leading up to it. How are you going through this with your team? Have you taken the time to look at what you’re creating in your practice and your ideal life? Are you having those up-periscope meetings with your team to ensure things are happening as you believe they are? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Your Q1 Surge PlanYour Q1 Surge Plan [Episode 191]
Recommended Podcast
Dodging IRA Disasters and Fostering Team Synergy
Tax planning mistakes and team communication.
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Employees: Following Up or Nagging? Is There a Difference?
The need for consistent and respectful follow-up
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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Why intentional tax planning is necessary.
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