After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.

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• (00:00 ) - Welcome to Federal Tax Updates
  


• (02:04 ) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member
  


• (03:26 ) - Post-Tax Season Reflections: Looking Back to Move Forward
  


• (06:03 ) - Evaluating Your Practice: The Importance of Client Grading
  


• (11:02 ) - Achieving Work-Life Balance Through Right Sizing
  


• (16:54 ) - Embracing Specialization for a More Profitable Practice
  


• (21:41 ) - The Power of Saying No: Setting Boundaries with Clients
  


• (26:17 ) - Leveraging Technology for Efficiency and Balance
  


• (27:58 ) - The Challenge of Vetting Software
  


• (29:23 ) - The Reality of Clients and Technology Adoption
  


• (30:38 ) - Making Tough Decisions on Client Technology Use
  


• (33:37 ) - Evaluating Tax Software: Cost vs. Capability
  


• (38:19 ) - Diversifying Services Beyond Tax Season
  


• (42:51 ) - The Value of Accounting Services in the Age of DIY Software
  


• (48:38 ) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance

Connect with Amanda Aguillard
LinkedIn: https://www.linkedin.com/in/amandaaguillard

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Roger Harris
Annie Schwab

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