Friday, August 14, 2020


As a tax office owner, the success of your business lies in your ability to provide your customers with top quality assistance every time they hire you. Your productivity levels ultimately determine the quality of work your office is able to output on a daily basis, which can have both long-term and short-term effects on your business’ efficiency. Should you wish to continue impressing your clients, growing your company, and expanding your business, you must make a pointed effort toward boosting productivity during work hours.

 If you’ve recently found yourself in a tough spot where productivity rates are plummeting, it may be time to take a hard look at the business practices in place and rethink the ways in which they are employed. Using this step-by-step guide, we will provide you with expert tips on how to boost productivity in your tax office while growing your profit margins.


Step 1. Use apps and websites to facilitate your work

 If your employees operate on task-based work schedules, it may be a worthwhile investment to get them to transition to top-tier task management software programs. These genius digital applications allow you and your employees to assign daily, weekly, and monthly tasks. You can even set delivery dates, create collaborative groups, and track the time it takes to complete each individual task.

  You may even consider upgrading your collection of industry-specific software. There is a vast library of cloud-based tax software for accountants that are specifically designed to live lightly on your offices’ hard drives and streamline processes ranging from bookkeeping to document verification.


Step 2. Create a calendar

 At the beginning of each month, it is important to look at the tasks ahead of you so you can properly assess how you’ll tackle your workload in the allotted time you have. The best way to do this is by creating a calendar and delegating which tasks take priority, which are ongoing, and when all tasks need to be completed by. Ultimately, the goal of creating a functioning calendar is to plan out your workload in a way that takes the stress out and puts a sense of order and organization back in.


Step 3. Set Goals

 Having goals, big or small, is an essential piece to the productivity puzzle. Not only does it give you the work you do sense of meaning and purpose, but it also encourages you to work harder and smarter toward achieving those goals. Following the five golden rules of goal-setting will help you establish objectives that will ultimately increase your productivity.


 Five golden rules of goal setting:

 Rule #1: Set goals that motivate

 Rule #2: Set specific, measurable goals

 Rule #3: Write them down

 Rule #4: Make a plan

 Rule #5: Stick to it


Step 4. Treat your employees well

 In this day and age, kindness goes a long way. Treating your employees with respect and dignity will increase employee retention and make them enjoy coming to work every day. Working with numbers all day long can be draining, but if the work environment is a place conducive to happiness and productivity, your employees will have no qualms about working hard, day in and day out. Respecting your employees’ values and treating them like colleagues rather than workers helps create a positive company culture.


Step 5. Employ smart communication avenues

 The face of business communication and collaboration has revolutionized over the course of the past 20 years. While in-person meetings are still commonplace work activities, there are so many different digital communication avenues that allow employees and clients to interact with each other. Tax offices across the nation are looking beyond traditional email and phone communication to find more efficient and engaging ways of interacting.


 Consider these popular business communication software programs:



Step 6. Experiment with alternative schedules

 More and more companies are experimenting with alternative work schedules to increase the work-life balance of their employees. If your company structure allows for it, you may consider utilizing a non-traditional scheduling system that allows employees to work when their productivity is highest. So, whether they’re morning birds or night owls, they’ll be able to blaze through their tasks when the timing is just right.

  Boosting productivity may seem like an impossible dream for a small business owner, but with the right tactics in place, you can transform your tax office into a productivity hub.

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