Although it never seems possible, busy season will slow down soon. Returns and extensions will be filed, and accountants can breathe a bit.
Here is another truth about this time of year: The processes and parts of an accounting practice that need to be tweaked or fully changed are in full view; the stress test of busy season will expose gaps, needs, and possible improvements.
Before the details become fuzzy, schedule some time to take notes and jot down observations from the last few months. Once the details are on paper, they will become a good starting point for an actionable change management plan–large or small. Here are five suggested areas to review.