1. Post-Tax Season Debrief: Pricing, Capacity, and Client Management Strategies

In this episode of "The Practicing Accountant," Dan and Doug debrief the past tax season, focusing on strategies to improve next year. They discuss a case study on pricing and capacity adjustments, resulting in increased revenue and reduced work hours despite losing some clients. Key topics include evaluating client performance, improving communication and workflows, and the importance of intentional planning during slower months. The episode emphasizes setting early intentions to break the cycle of stressful tax seasons.  Check us out at www.thepracticingaccountant.com