Bill discusses the importance of reconnecting with clients after busy season. By prioritizing client relationships, engaging in meaningful conversations, and proactively scheduling meetings, accountants can deepen connections, gain testimonials, attract new clients, and receive referrals. Let's book our calendars and mine the potential within our client base for lasting success.

Bill Baylis discusses how to turn the busy season into a non-event for accounting professionals and CPAs with proper planning, expectations, and mindset. He suggests asking important questions like the best improvement from last year, rate of do-overs, and effective extension management to improve workflow and life-work balance.

Bill Baylis congratulates accountants and CPA professionals for making it through another busy season and encourages them to review the process, learn from it, and use the tax returns as a tool to help their clients take advantage of tax laws and personal finances. He suggests having a post-busy season review with clients and using discovery to improve client value, which can be done by mining the database and having effective controlled business conversations.