Workload

Every day get in 5-20 returns, get out 3.  I should be caught up by Christmas 2024.

Ton of work. I do not kowtow to PIAers. If they dont like it they can go somewhere else.

My work load for Feb. appears to be a little on the lite side. Over the las two years I have noticed a siift from Feb to March as far as my busiest month is. Of course we all know what happens the last 2 weeks of the tax season dont we.

I am expecting to have my first client in next week and hope to have my first return out by the time ProSeries has the Wisconsin non-resident return ready to print.  Other than that, I have been busy cleaning my office, helping little old ladies cross the street, and anything else that I can do to keep busy.

I feel like I am light but my numbers say I am on track. 

Im taking 7-15 appts per day but those numbers taper off later in the week. I sit with most of my clients and I take my first 9am and my last is usually 7pm at night. I get a 2 hour break from 12-2 to catch up/email etc......

So far we are doing well.