How to Communicate Effectively With Your Accountant

How to Communicate Effectively With Your Accountant

Certified Public Accountant 

The season of filing taxes is a busy one especially for Certified Public Accountant, Tax consultants or CPA managers. It needs proper time management and balance between patiently coaching staffers who are less-experienced while urgently pushing to the deadline of the next filing season.

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As managers, you must be able to identify and correct every errors, as well as offer effective advice to staffers to prevents such error from happening again. Otherwise, the managers will be the one to fix the same problems over and over— and their staff will fail to improve.

An essential tool for building a great team is through good communication. Provided below are some tips from well-experienced tax managers and tax consultants that focuses on giving effective coaching and feedback to tax preparers:

Get to know your Team Members 

Supervising a personnel who happens to be your peer or just a few years younger than you may be challenging at times, especially if you want to establish yourself as the group's leader.

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What you can do is to use the times when you are not too busy to establish good relationships.

Be Clear and Concise 

When giving constructive criticism, avoid beating around the bush or sugar-coating feedback.

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You must also learn to put yourself in the position of the person receiving the feedback.

Balance the Negative and the Positive 

A well-balanced feedback, positive and negative ones, allows the members of the team to feel appreciated, valued, and continue to grow in their careers.

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Some firms even conduct a monthly meeting just to recognize a person who did a welldone job.

Communicate in a Variety of Ways 

People are unique and they learn in various ways. Some benefit from self-study or reading, while others need hands-on training.

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With this, to retain information, the employees may need coaching in different ways.

Follow Up Quickly

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It may not always be realistic to stop and coach a tax preparer on how to correct his or her mistake when you and your team are busy meeting a stressful deadline.

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A lot of tax managers get very busy and set aside the necessary feedback for too long.

Don't address the issue months after it happens because it's not as effective as addressing the problem right then.

Admit when you’re Wrong 

It may be embarrassing or hard to admit a mistake, but it's important to come clean.

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When you know how to own up to errors, you are setting a good example for your team.

Check this Out!

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To conclude, a good and proper way of communication will help you correct errors the right way and help you further develop the skills of your staff.

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