It's easy for our booked calendars to resemble a game of Tetris. Client meetings, new prospect calls, team 1-on-1s, recurring appointments, and one-off meetings. And, that doesn't include personal commitments like vacations, sabbaticals, kids, and everything else always pulling at our availability.
The amount of time spent in meetings is now three times higher than before 2020 and it doesn't stop there.
According to a study by organizational consulting firm Korn Ferry, 67% of respondents reported their productivity is impacted due to too much time spent in meetings and calls.
The culture of overwork is ingrained in almost every tax and accounting practice. Being meeting-busy doesn't mean you're being productive. It detracts from your productivity and profitability as a firm.
The answer isn't more meetings—it's fewer meetings and less work.
Click the thumbnails below to see how our tools can help free your inbox.
With full calendars, it's impossible to get any work done. Free time is literally being stolen from you. When your calendar fills up the space between the blocks becomes irrelevant. You're talking with clients, you're having busy meetings, and then you get to Friday afternoon and think, wow I need to work the weekend.
For a lot of accountants, their calendar looks like this...
...or this.
With CountingWorks PRO, clients don’t need to book time because they can get answers fast with ClientHub.
Keep track of where your clients are in your onboarding process – and what your team needs to do – with CountingWorks PRO’s task manager.
Stay on top of every client’s needs with our conversations feature. Eliminate needless meetings with digital communication.
Sync multiple calendars so you can see what is going on and when. Never overbook yourself again.
Calendar Tetris has sucked for years. Not anymore—we fixed it. CountingWorks PRO is a new and fresh approach to getting client work done in the flow of actual work.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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