2012-11-19 00:00:00Accountants and BookkeepersEnglishhttps://quickbooks.intuit.com/uk/resources/uk_qrc/uploads/2017/01/SA-tax-return-deadline-delayed.jpghttps://quickbooks.intuit.com/uk/resources/accountants-and-bookkeepers/self-assessment-season-survival-guide-for-accountants-book-keepers/Self Assessment Season Survival Guide for Accountants & Book-keepers

Self Assessment Season Survival Guide for Accountants & Book-keepers

1 min read


Self Assessment season is upon us once again. Your team will soon be working harder than ever, dealing with last-minute clients, tracking down missing documents, and processing a heavy workload in order to meet the 31st January filing deadline.

How can you keep everyone productive and motivated at this crucial time of the year? Drawing on our experience working with accounting firms over the past 20 years, we came up with this guide to what you can do to increase productivity and keep staff happy and motivated.

Getting started

Your first step is to identify and then minimse the distractions in a way that makes your staff feel valued and can actually motivate them to go that last mile for you.

Once you have identified the distractions, and decided which things you will change moving forward, consider beginning your work day with a quick meeting to outline the targets for the day.

During this meeting you can remind people of the things you expect them to do to help meet the deadlines, and get their feedback on what is working and what is not, so you can adjust as necessary. Doing this sets the tone for the day, and helps everyone feel like that they are moving towards a shared end goal.

To help you get started, we have broken some common distractions down into several categories… client-driven, environmental, and human-driven. Our guide will help you deal with each in a way that ensures everyone is happy and productivity is high.

Download your free Self Assessment season survival guide now

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Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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