1) Scan it in – I recommend scanning in all documents you receive by mail or in-person as soon as possible. That way the piles don’t get bigger.And any searchable scanned document comes in handy when preparing paperless workpapers for tax season.
2) Get it done now – Manage your due dates. What is due first? Get those things done now while moving all your other projects forward at a reasonable pace. Review the status of all your projects at least on a weekly basis to make sure everything has been filed or extended by the due dates.
3) Exercise – It clears the mind and keeps us focused. Fresh air definitely helps too.
4) Overzealous note taking – Take digital notes in your project management system to keep track of items missing, significant correspondence, and a summary of all actions taken so far on each client.
See more of the list at http://www.hometeamaccounting.com/
About the Author:
Zev Jankovic, CPA founded Home Team Accounting in order to teach accountants how to work online. He established the system to help accountants start (or boost) their online accounting practice by teaching techniques he uses in his online CPA firm. You can find out more information about Zev and his system in building online accounting practices by signing up for his email list at http://www.HomeTeamAccounting.com. You are a great candidate for this system if you have been an accountant in private industry, if you have done bookkeeping before, if you're a CPA, or any other type of accountant.