We don’t just run tax offices — we run them with order and structure.
✅ Today’s Task: Take time today to review your Back Office SOP (Standard Operating Procedures) and your Order of Operations for your team.
Ask yourself:
- Does everyone on the team know their role?
- Is the order of operations clear from client intake ➝ prep ➝ review ➝ e-file ➝ follow-up?
- Are there gaps that could cause delays or mistakes this season?
💡 Boss Tip: A smooth office runs on systems, not memory. Write it down, share it with your team, and make sure everyone can follow the same playbook.
💬 Affirmation of the Day: I lead with clarity. I run a smooth office. My systems create my success.