In this episode of the Practicing Accountant podcast, Doug and Dan dive into the fall roadmap for accountants, focusing on how to navigate the busy extension season while preparing for the next tax season. They discuss the importance of managing the "people pleaser" tendency to avoid overcommitting, putting self-care first, and strategizing effectively. The conversation highlights the need for intentionality in client selection, setting boundaries, and planning for future growth. By creating a detailed action plan starting after the October deadline, accountants can optimize their capacity, improve client relationships, and enjoy a more balanced and fulfilling professional life. Visit www.thepracticingaccountant.com) for more.
