1) catch up with past clients, Australia Phone Number market to potential clients
Contact your past clients well in advance. This way they’ll have ample time to send in their tax information, fill out the necessary forms, and make an appointment to visit your office (if required). Don’t forget, you also need to market your services to potential new clients by keeping the information on your website updated, reaching out to referrals from Australia Phone number past clients, attending networking events, sending out your clients email newsletters, posting on social media, and hopefully even writing tax tips and reminders on your blog before the tax season even begins. Remember, selling your accounting and CPA services isn’t just about solving their problems. It’s all about understanding the people, their businesses, and providing them the solutions they need. Best database provider | classy database
2) Reorganize Your office and Australia Phone Number upgrade your tools
A few months before the tax season is the best time to start cleaning up your office. Most CPAs get so caught up in their work and end up ignoring housekeeping. Those carpets begin to tell Australia Phone Number a rather sorry tale by the end of the year. Start with reorganizing your office’s forgotten nooks and crannies. In addition, you might also want to make sure. That all your computers and software tools are in tip top shape. Consider having all your computers and printers serviced and cleaned. In addition, it never hurts to make sure that your accounting and CRM software programs are tested. Moreover, and updated as well. Finally, organize all your physical and digital files and folders in order of importance. Replace furniture, computer hardware, and software if it is necessary.
3) Fulfill CPE Credit Australia Phone Number Requirements
Every three years CPA professionals must complete 120 hours of continuing professional education (CPE). CPAs can fulfill this requirement by attending a college or university, specialized Australia Phone Number programs, and certain online correspondence courses. Every state has separate CPE requirements including the license renewal date, CPE reporting period, general requirements, ethics requirements, regulatory review requirements, and even subject area requirements (i.e. fraud, government auditing, technical, preparation engagement). CPAs shouldn’t put off this requirement, or else they’ll spend at least a few weeks trying to cram in the courses before the reporting period.