Want to build teams that actually work? Picture this: Sarah, a qualified accountant earning $80,000 a year, sits across from a new client. For the first fifteen minutes, she asks questions like “What’s your phone… How to Build Teams That Don’t Waste Time
It’s July. Again. Your phone won’t stop ringing. Clients are suddenly remembering they need tax returns done. Your admin team looks exhausted – they’ve been manually sending hundreds of follow-up emails this week alone. And… How to Build Processes Your Team Will Actually Follow
Remember when you used to actually look forward to client meetings? Before they became 10-minute data entry sessions disguised as professional consultations? Here’s what happened to Sarah last Tuesday. New client, tax return appointment, premium… Client Meeting: How to Fix the 10-Minute Meeting Disaster
Look, the Tax Practitioners Board has made it pretty clear that client identity verification isn’t something you can skip anymore. The recent enforcement actions should be a wake-up call for everyone to meet the TPB… ATO Client ID Verification Process Made Easy
