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.

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• (00:00) - Welcome to Federal Tax Updates
• (01:48) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member
• (03:10) - Post-Tax Season Reflections: Looking Back to Move Forward
• (05:47) - Evaluating Your Practice: The Importance of Client Grading
• (10:46) - Achieving Work-Life Balance Through Right Sizing
• (16:38) - Embracing Specialization for a More Profitable Practice
• (21:29) - The Power of Saying No: Setting Boundaries with Clients
• (26:05) - Leveraging Technology for Efficiency and Balance
• (27:46) - The Challenge of Vetting Software
• (29:11) - The Reality of Clients and Technology Adoption
• (30:26) - Making Tough Decisions on Client Technology Use
• (33:25) - Evaluating Tax Software: Cost vs. Capability
• (38:07) - Diversifying Services Beyond Tax Season
• (42:39) - The Value of Accounting Services in the Age of DIY Software
• (48:26) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance

Connect with Amanda Aguillard
LinkedIn: https://www.linkedin.com/in/amandaaguillard

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Roger Harris
Annie Schwab

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