Traction with the Tiger
Tax season is over. Now comes the real question: how should you measure it? In this solo episode of Traction with the Tiger, Chris Wittich breaks down the most common ways CPA firms evaluate tax season performance, and why many of them fall short. From revenue and returns filed to extensions, new clients, and staff workload, there’s no shortage of metrics. But not all of them drive better decisions. Chris shares his perspective as a tax department leader overseeing 50+ professionals and explains why he focuses on just two metrics to evaluate success: * Total hours worked across the team as a measure of efficiency and sustainability * The experience of 10 key client relationships as a proxy for overall client success You’ll also hear: * Why revenue can lag and distort performance insights * How tracking returns vs. extensions impacts workflow strategy * The connection between staff hours and stress levels * A practical way to simplify client satisfaction across thousands of engagements Chris closes with a transparent look at his firm’s recent tax season, including where performance improved, where it didn’t, and how it ultimately graded out. If you’re a CPA firm leader looking to refine how you measure performance and set clearer expectations going into the next busy season, this episode offers a focused, practical framework.
41 episodios
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