Late february check in.. how is everyone doing workload wise. Phone and email seeing highest volume yet this year today.
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.
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