PSA TO ALL MY PUBLIC ACCOUNTING PEEPS HEADING INTO BUSY SEASON!
While the work is "trickling" in over the next few weeks, do yourself some favors and get things in order:
✔ Set up calendar appointments (include your significant other if you have one) on things coming up: sports events for kids, appointments, networking events, literally ALL OF IT...This helps put everyone on the same page and sparks conversations if you need help facilitating things at home on any given day. It also lets your co-workers know if you will be available at any point of the day during our busiest time of the year (for my single friends that are wondering how this applies to them 👊 ).
✔ Submit your receipts for your dependent care FSA, health FSA or HSA, if required. You may need to determine your plan rules for dates on expenses incurred and reimbursement deadlines, but now is a prime time for that! 😊
✔ Go get a hair cut, teeth cleaning, pick up your glasses from the optometrist, go to the gym, get adjusted...AKA take. care. of. yourself (NOW and for the entirety of busy season, please!)
✔ Touch base with your clients (if you haven't already 😎) - set expectations, discuss timing, introduce yourself if you have new relationships. Make yourself notes of discussions had for when the work makes it to you so you aren't scrambling to recall these conversations later.
✔ CLEAN UP YOUR EMAIL - a challenge for the masses, I'm sure. There's something to be said about a fresh inbox going into busy season, you don't get as overwhelmed with the extra noise sitting in your mailbox and you might have a better picture of what needs to be prioritized.
Use one suggestion or use all five, just don't do nothing. Set yourself up for success when and where you can - you'll thank me later (well, hopefully).
What are others doing now or before busy times of the year so that things run smoothly? I'm curious to know!
Here's to a happy and healthy 2024 busy season, my friends! 💥
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Results~Driven Leader | Market Access & Reimbursement Expert | Multilingual (English/Spanish) | Technology Enthusiast
1moWay to go! How exciting!