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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  • Опубліковано 27 сер 2024

КОМЕНТАРІ • 16

  • @DreamFirms
    @DreamFirms 2 роки тому +2

    Awesome and very helpful tips!

  • @tommychen6102
    @tommychen6102 Рік тому +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 2 роки тому +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!

  • @JamesLikesGames
    @JamesLikesGames 2 роки тому +11

    Step 1: Quit Your Job

  • @inkling00
    @inkling00 Рік тому

    Thank you for posting! Good to know!

  • @danielkim4946
    @danielkim4946 2 роки тому

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

  • @Brenda_xo
    @Brenda_xo 2 роки тому +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 роки тому +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: ua-cam.com/video/qVjqj4LW7Ds/v-deo.html
      A common review point is when the workpapers won’t tie to the return!

    • @Brenda_xo
      @Brenda_xo 2 роки тому

      @@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!

  • @blec.g7522
    @blec.g7522 Рік тому

    Would you please talk about CCh access ? Thank you

  • @remuspierre
    @remuspierre 2 роки тому

    Amazing advice

  • @dawn7892
    @dawn7892 2 роки тому +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 роки тому +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 Рік тому

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