Get ready for fall busy season

August 16, 2018

With summer rapidly ending, it’s time to think about tasks that can help you prepare for fall busy season. Here are four basic ones: Catch up on CPD and learn tax reform issues. Remind clients about upcoming deadlines and tell them about tax law changes. Review client rosters with your staff. Tackle technology, staffing and office upgrades.

Check these four items off your summer-end list and be prepared for fall.

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