Firm Operations How-to: Maximize your staff productivity before tax season

Accounting firms continue to face staffing challenges, and tax season is when the the problem is most acute. However, how your firm treats its employees can make a big difference. Not just in staffing and morale, but also in terms of client satisfaction and even profitability. Give your staff members opportunities to shine. A bit of attention to your firm’s culture can go a long way towards solving your staffing challenges and improving staff productivity.

Taking the time to pay attention to these challenges now will pay off in the long run. Firms that make a concerted effort to improve the employee experience will reap the rewards. And it isn’t as hard as you might think.

How to empower your staff

The new Firm Operations: Office Productivity Project Guidebook includes 9 hands-on projects to help you fine-tune your firm operations. The guidebook includes an entire section on improving employee engagement and staff productivity.

  • Set up project pools. Help your staff understand which projects to work on next so they can work more independently.
  • Identify your star performers. Define and monitor KPIs to encourage your best employees to seek new challenges. Identify coaching opportunities for employees that are struggling.
  • Evaluate your workflows. You can’t make big changes unless you take the first step. Implement a structured process for evaluating potential process improvements.

Get Started!

The last few months of the year offer a lot of potential to fine tune the business of the firm. Take the time now to set your staff up for success down the road. Download the ebook, Firm Operations: Office Productivity Project Guidebook today.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall