Let’s be honest, having a great team starts with great training. Whether you're gearing up for tax season or building a powerhouse firm from scratch, your agents can only be as strong as the systems you set in place. ✅ Your homework this week:Create a structured training schedule for your team. That means thinking beyond just tax law. Your team needs to understand: - Tax software navigation - Document intake and client onboarding - Customer service & communication etiquette - Compliance and ethical standards - Sales strategies to close the deal Break your training into bite-sized weekly topics and include hands-on practice sessions. You can even assign team leads to help coach recruits. The goal? Have every team member trained, confident, and ready to serve your clients like pros before peak season hits. QUESTION: Have you already started building your training calendar? What’s the first topic you’re covering? Let's discuss.

If you're bringing on new staff for tax season, handing them a login and hoping for the best is not enough. You need a structured onboarding process that sets them up for success, saving you time, stress, and costly mistakes. Here’s how to create a smooth onboarding experience for your new tax pros, VAs, or admin team: Step 1: Prepare Before They Start Set up their software access (Tax software, CRM, email, portals). Create an onboarding packet or welcome folder with everything they need: Job expectations Team calendar Training guides & login credentials Communication channels Step 2: First Week = Foundation Use their first week to: Walk them through your company's mission, goals, and culture. Explain your client process from lead to filed return. Assign them a mentor or team lead they can go to with questions. Schedule short daily check-ins to answer questions and build confidence. Step 3: Train, Test, Repeat Provide hands-on training with your software, client scripts, and workflow. Give them real tasks (with supervision) so they learn by doing. Test their knowledge and provide feedback early and often. Use tools like Google Drive, Loom videos, or ClickUp to organize training materials and track their progress. A strong onboarding process builds confidence, reduces turnover, and keeps your office running smoothly during peak season. Building a team next season and not sure where to start? Let us know in the comments section, and we’ll share some onboarding tips that have worked wonders for us!

Building a strong, reliable team should be at the top of your list. However, before you can hire, you need to create a job description that attracts the right talent and post it where they can see it! Here’s how to do it right: Step 1: Develop a Clear Job Description Start with clarity. Your job post should include: - Job Title – Keep it simple and searchable (e.g., Tax Preparer, Client Intake Specialist, Virtual Admin). - Job Summary – What will this person do? Be concise but informative. - Responsibilities – Bullet points work great here. Be specific. - Requirements – What skills, certifications, or experience are needed? - Pay & Perks – Be transparent if possible. Mention bonuses, commissions, or remote work options. Let your company’s personality shine through. If your office has a fun, flexible culture, be sure to mention it. Step 2: Post Where the Talent Is Once your job description is solid, please post it on job boards where your ideal candidates are likely to search. Here are a few that work well for tax professionals: ✅ Indeed – Great for volume and local visibility ✅ Facebook Groups – Tap into tax professional communities ✅ LinkedIn – Best for experienced pros and networking ✅ ZipRecruiter / Craigslist – Depends on your area, but still useful! Don't forget: follow up with candidates quickly. A slow response can cost you a great hire. Building a dream team doesn’t happen by luck; it happens by strategy. Start by writing more effective job ads and posting them where the right candidates are actively searching. Need help writing a job description or knowing where to post? Comment “TEAM” below or DM us for a free template!

If you want your tax team to go above and beyond, give them a reason to. Incentive programmes aren’t just about bonuses but about creating a culture of excellence, drive, and appreciation. Here’s how to make incentives work for your team and with your business goals: 1. Set Clear, Trackable Goals: Define what “exceptional” means, whether it's the number of returns filed, client satisfaction, upsells, or turnaround time. Make it measurable and transparent. 2. Tailor Rewards to What Matters: Cash is great, but so are gift cards, time off, lunch perks, or even a “Tax Star of the Week” title. Know what motivates YOUR team. 3. Make It Ongoing, Not Just Seasonal: Consistent incentives throughout tax season keep energy high. Consider weekly, biweekly, or milestone-based rewards. 4. Celebrate Publicly: Shout out top performers in your team meetings, community group chats, or social media (if they’re cool with it). Recognition fuels momentum. 5. Tie Rewards to Team & Individual Goals: Encourage collaboration and personal performance. A good mix drives loyalty and healthy competition. Happy, motivated teams = more returns, better service, and less turnover. What incentive has worked best for your team? Share it below, we're all growing together.

A strong team will help your tax business thrive, but keeping them motivated and loyal is where the magic happens! Here are tried-and-true techniques to keep your tax team fired up and in it for the long haul:- ✅ 1. Recognize & Reward: Celebrate wins, big or small. A simple shout-out, bonus, or even lunch can go a long way. People stay where they feel seen and appreciated. ✅ 2. Provide Growth Opportunities: Offer training, mentorship, and pathways to leadership roles. Team members who grow with you are more likely to stay with you. ✅ 3. Create a Fun, Supportive Culture: Tax season gets intense; lighten the mood with games, incentives, and wellness breaks. A healthy environment = better performance. ✅ 4. Communicate clearly & often set expectations, give feedback, and listen. A team that feels heard is a team that feels valued. ✅ 5. Pay Fairly & On Time: Motivation fades quickly when people feel underpaid or unappreciated. Keep your team paid, on time, and aligned with your success. What’s one thing you do to keep your team motivated during tax season? Drop your favorite strategy below! Let’s build and keep strong teams together 💪