What’s in a tax season? Some may say, “Lots of stress,” while others say, “Season of Opportunities.” I vote for the latter, because it’s the perfect time:

• To involve younger, less experienced team members in meetings with clients, building the relationship with your client service team.
• To show off your offices and your team!
• To develop your team. Challenge them to document as many new opportunities they can identify to extend additional services to the client(s). Award a prize after the “Season of Opportunities” to the individual who submits the most ideas.
• To use the database of new opportunities identified by your team to service your clients throughout the year. The proactive approach will impress your clients!
• To implement new efficiencies. This is another area where team members could be awarded for submitting ideas.
• To continue education through training “lunch-and-learns.” This venue not only imparts timely information, it builds camaraderie among the team.

Seize the “Season of Opportunities,” by building your client relationships and developing a more experienced and satisfied team!

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