Episode 218: Uncovering The Secrets Of Successful Scheduling – Rea CPA

Episode 218: Uncovering The Secrets Of Successful Scheduling

As a senior manager on Rea's tax team, Melissa Dunkle, CPA, is responsible for the oversight of tax engagements, staff development, and developing new business for the firm. Her expertise ranges from partnership taxes, taxes for s-Corps, nonprofit taxation and governance, and general tax planning strategies for individuals and businesses. Melissa is a member of the Ohio Society of CPAs and the American Institute of CPAs. Read more about Melissa here. 

It’s that time of the year again in the wonderful world of accounting — busy season. 

Ensuring that the sheer volume of tax returns flowing through our offices are filed with the IRS on time requires a lot of coordination. So, as you might imagine, scheduling is a critical component of our success, and we’re always striving to do better and maximize our capacity.

That’s why Melissa Dunkle, a senior manager on the Rea & Associates tax team, recently reviewed our existing processes to ensure that we are being as efficient as possible. In doing so, she uncovered a few best practices all business leaders should be aware of when it comes to implementing their own scheduling practices, which she shares on this episode of unsuitable.

Listen to this episode of unsuitable to learn:

  • How to increase communication within your organization so that you can minimize unnecessary communication with your clients
  • Organizational planning best practices
  • How to foster accountability and ownership at every level of your organization

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