Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process.

In this episode you’ll hear:

• What steps to take to make improvements after core processes and seasons in the business
• How to approach clients and team for feedback
• How to know what to focus on when it comes to improving and changing processes

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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Chương

1. Introduction (00:00:00)

2. We Are All Affected by Tax Season (00:02:15)

3. Overview (00:04:54)

4. Take a Break (00:06:02)

5. Documenting the Good the Bad and the Ugly (00:09:12)

6. Getting Second Opinions (00:13:19)

7. Ideas for Improvements (00:17:41)

8. Assess and Determine the Changes (00:18:31)

9. Prioritize Changes (00:21:20)

10. Test Changes (00:22:02)

11. Conclusion (00:22:36)