Post-Tax Season Tune-Up

After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.

Padgett -  Contact Padgett or Email Jeff Phillips

  • (00:00) - Welcome to Federal Tax Updates
  • (02:04) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member
  • (03:26) - Post-Tax Season Reflections: Looking Back to Move Forward
  • (06:03) - Evaluating Your Practice: The Importance of Client Grading
  • (11:02) - Achieving Work-Life Balance Through Right Sizing
  • (16:54) - Embracing Specialization for a More Profitable Practice
  • (21:41) - The Power of Saying No: Setting Boundaries with Clients
  • (26:17) - Leveraging Technology for Efficiency and Balance
  • (27:58) - The Challenge of Vetting Software
  • (29:23) - The Reality of Clients and Technology Adoption
  • (30:38) - Making Tough Decisions on Client Technology Use
  • (33:37) - Evaluating Tax Software: Cost vs. Capability
  • (38:19) - Diversifying Services Beyond Tax Season
  • (42:51) - The Value of Accounting Services in the Age of DIY Software
  • (48:38) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance

Connect with Amanda Aguillard

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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Creators and Guests

Roger Harris, EA
Roger Harris, EA
President at Padgett Business Services
Post-Tax Season Tune-Up
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