How to Survive Busy Season in 2022 l How to Not Face Burnout during Busy Season l Advice from a CPA

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  • เผยแพร่เมื่อ 27 ธ.ค. 2024

ความคิดเห็น • 16

  • @DreamFirms
    @DreamFirms 3 ปีที่แล้ว +2

    Awesome and very helpful tips!

  • @tommychen6102
    @tommychen6102 2 ปีที่แล้ว +6

    1. Plan
    2. Unplug and take breaks
    3. find a relaxing activity
    4. use and become familiar with technology
    5. get organized (oneNote) (Prioritize)
    6. collaboration
    7. ask for help
    8. exercise and self care

  • @bjyrad785
    @bjyrad785 3 ปีที่แล้ว +2

    I'm entering my first busy season as an intern while also heading into the most difficult semester of my college career. Great video!

    • @FinancialMatter
      @FinancialMatter  3 ปีที่แล้ว

      thank you! glad you found it helpful!

  • @inkling00
    @inkling00 ปีที่แล้ว

    Thank you for posting! Good to know!

  • @blec.g7522
    @blec.g7522 2 ปีที่แล้ว

    Would you please talk about CCh access ? Thank you

  • @danielkim4946
    @danielkim4946 3 ปีที่แล้ว

    Great helpful video!!! Your eyes are so beautiful!! your hair looks 😍😍!!

  • @remuspierre
    @remuspierre 2 ปีที่แล้ว

    Amazing advice

  • @Brenda_xo
    @Brenda_xo 3 ปีที่แล้ว +3

    12 seasons wow! 😵‍💫 I thought you were done with public accounting-why did you go back? Also, what are your best tips for preparers? What were the most common review points you gave during tax prep?
    PS: Love the color of your hair! 😍

    • @FinancialMatter
      @FinancialMatter  2 ปีที่แล้ว +1

      I’m just back part time ☺️ and work only 30 hrs vs the 60-80 hrs I used to in this field.
      I will create a video for the best tips! Did you need to know the technical skills? I made a video of the soft skills if you wanted to watch that: th-cam.com/video/qVjqj4LW7Ds/w-d-xo.html
      A common review point is when the workpapers won’t tie to the return!

    • @Brenda_xo
      @Brenda_xo 2 ปีที่แล้ว

      @@FinancialMatter Thank you so much for the response! Technical skills would be great! Preparing for tax season and want to be as prepared as possible. (: Your videos are so helpful thank you for posting them!

  • @JamesLikesGames
    @JamesLikesGames 3 ปีที่แล้ว +11

    Step 1: Quit Your Job

  • @dawn7892
    @dawn7892 2 ปีที่แล้ว +1

    If you aren't familiar with deadlines, please do something else (not taxes). Also, if you aren't familiar with clients, etc., you don't know what questions to ask ahead of time.

    • @FinancialMatter
      @FinancialMatter  2 ปีที่แล้ว +1

      Hi! I think these are all learned skills that interns and associates learn while working! But yes, if they’ve been in the field for much longer, it makes sense that they take the time to know the deadlines and learn how to maintain client relationship/ engagements & more~

  • @ASkeelah1212
    @ASkeelah1212 ปีที่แล้ว

    Be prepared to work 80 hours in big 4 public accounting. 9/15 deadline and 10/15 extension deadlines are approaching…