Topics: tax return preparation outsourcing

Make your accounting outsourcing staff valuable contributors this tax season

2 MIN READ | Posted on November 14, 2018
Written By Asavari Sharma

Make your accounting outsourcing staff valuable contributors this tax season

When tax season kicks off in January, your practice staff is pushed to the limit. Longer office hours, fewer breaks, and weekend work become the norm. Your CPA firm struggles to manage the endless flow of paperwork and electronic forms, from W-2s to 1099s. To lighten the load, you turn to outsourcing tax return preparation for the 2019 tax season.

However, the last thing you need is outsourced accountants who aren’t aligned with your tax season strategy. That’s where Team QXAS steps in. We offer three tailored solutions to help you maximize the efficiency of your outsourced tax return preparation staff during the busy period.

1) Change your perception towards your outsourced accountants

That’s right!

Stop thinking of them as your temp staff. They are not here to fill your short-term gaps in staffing. They are here to help you. If you want your accounting outsourcing staff to contribute to your CPA firm in a valuable fashion and potentially put an end to your long-term staffing woes, treat them as your extended team.

2) Integrate them into your practice staff.

Make your accounting outsourcing staff a part of your global team! One of our CPA clients based out of Forest Hills, New York, has this to say about working with the QXAS team as their own, “They have consistently managed to exceed our expectations; their staff is accommodating of our work demands. They ensure they are updated with the latest federal or state rules and work overtime when required to complete the work. The efficient, reliable and consistent quality of work they provide has allowed us to concentrate on expanding our business.”

Read more testimonials here.

Therefore, don’t just hand your extended team a pile of tax returns for them to sort out. Instead, get to know them and encourage your practice staff to do the same. Help them understand your work processes so that they can not only work according to your schedule but also make the operations even more efficient.

Who knows if the partnership works out, you may enlist them for other accounting jobs you need help after the tax season?

3) Incentivize their efforts for better engagement

Accounting outsourcing is an effective short-term solution for CPA firms that are struggling with in-house resources. However ultimately, the extended team does end up contributing massively to your practice growth.

Show that! Give incentives to your outsourced accountants to show how much you appreciate them meeting deadlines during the busy period. Small gestures like ordering cakes on their birthdays online or sending them e-gift cards help cement a long-term, profitable partnership.

Over to you

Are you ready to outsource client individual tax returns so that you can breathe easy and work on building high-value services in your CPA firm? Then, you might like what we are offering. Click below!

Unauthorized copying or plagiarism of our content is a violation of intellectual property rights. We take such matters seriously and will pursue legal action to protect our original work. Anyone found engaging in such activities will be held accountable under applicable laws.

Originally published Nov 14, 2018 09:11:10, updated Dec 13 2024

Topics: tax return preparation outsourcing


Don't forget to share this post!

Related Topics

Client Retention Strategies for CPA Firms | Image by Freepik

11 Proven Client Retention Strategies fo...

21 Feb 2025

Are your client retention rates declining? If so, it’s a clear signal that your CPA firm needs...

Read More
Accounting Firm Structure | Image by Freepik

Understanding Organizational Structures ...

18 Feb 2025

Organizational Structures for All Sizes of Accounting Firms  As the complexities of financial regul...

Read More
Rise of private equity in accounting | Image by Freepik

Why Private Equity is Betting Big on Acc...

11 Feb 2025

Private equity is consolidating accounting firms to capitalize on their stable revenue streams, enha...

Read More
Questions to ask new tax clients| Image by Freepik

20 Questions to Ask New Tax Clients for ...

06 Feb 2025

 Welcoming a new tax client is more than just a procedural step but rather the beginning of a pivot...

Read More

Subscribe to our blog

Get the latest posts in email

We’re committed to your privacy. QX uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our privacy policy.