How CPAs Can Maximize Hourly Office Rental Time

by Jake Nordquist
1/14/2019 7:53:11 PM

Tax Accountants: Get the Most Out of Your Seasonal Office Space

Whether you use an hourly office rental year-round or solely during the busy tax season, it pays to have a plan for maximizing your time.

From how you book appointments to getting the most from pick-up and drop-off services, use this guide to get the maximum ROI out of virtual office space. (And if you’re wondering, “But why are hourly office rentals/virtual office spaces so helpful for CPAs and tax accountants in the first place?” look no further than this post from the Intelligent Office blog archives: Improving the Bottom Line: The Benefits of Virtual Offices for Accountants.)

1. Schedule client appointments in advance

When it comes to scheduling client appointments, a seasonal office is an ideal solution. Many of our CPA clients prefer to schedule 15-minute appointments in 3-4 hour blocks. They know that a fully functioning professional office will always be waiting for them, whether they need the space for a few hours, or a few weeks, each month.

That’s the beauty of renting office space by the hour… you only pay for what you need, and nothing more. It’s also a great alternative to meeting at the local coffee shop.

To streamline appointment scheduling further, try using a free online scheduling tool, like Calendly. These apps also integrate with your calendar, and invitees can easily select from available time slots without back-and-forth emails.

2. Take advantage of virtual assistant services

Some virtual office providers, including Intelligent Office, have an on-call team of professional virtual assistants. Whether you need help with reception services, calendar management, data entry, or something else entirely, these vetted and trained assistants help you do more of your best work.

Simply put, if your virtual office or hourly office rental offers virtual assistant services, consider taking advantage of the extra help. You’ll have more time and energy to focus on delivering top-notch tax preparation services to your own clients.

If you’d like to learn more about getting the most out of a virtual assistant, make sure this quick article is next your reading list: Why Every Accountant Could Use a Virtual Assistant. With a little extra help, you’ll be prepared to tackle the tax season. And while delegating tasks might sound difficult at first, it’s also easiest way to run a leaner, more efficient business.

3. Use pickup and drop-off services

Many hourly office rentals provide document pickup and drop-off services. If a client needs to drop off their tax documents, they can swing by the virtual office space at their earliest convenience. The next time you go to the office, everything you need will already be there. The key is to look for a service that values privacy — as soon as documents are received, they should be immediately placed into a private, locked mailbox.

While mail services pair perfectly with virtual office space, you can even utilize a virtual business address independent of hourly office space. When vetting hourly office rentals, be sure to look for a provider who offers the flexibility you need to run your business efficiently.



Related

Additional Resources to Help Grow your Small Business

White Paper

How Mail Services Help Entrepreneurs Succeed

In today's mobile economy, digital entrepreneurs often work from varying locations. While this can help save money and increase agility, it comes with one big drawback:

Read More >
White Paper

Virtual Assistants Provide a Competitive Edge

Countless small business owners rely on remote assistants or offsite receptionists to help with critical organizational duties. While some are content to offload simple tasks to self-employed, stay-at-home support people, others demand more comprehensive services...NULL

Read More >
White Paper

Virtual Assistants & Remote Assistants: A Comparison

While the traditional virtual assistant is likely to work from home, an executive-level virtual assistant is part of a greater brick-and-mortar presence. This fundamental difference opens the door for extensive training opportunities that broaden the professional's support capabilities.

Read More >
White Paper

Overview of Virtual Offices, Executive Suites and Co-Working Spaces

Work has changed. In an age of instant communication, cloud-based applications, and workplace versatility, the era of the traditional office culture has come to an end. Providers of virtual offices, executive suites and co-working spaces have effectively liberated the nation’s work culture, adding dynamic and energizing new choices...

Read More >
White Paper

Part 1 of 4: Introducing the SBA

For entrepreneurs and small business owners, navigating the tricky terrain of creating a sound business plan, forecasting for growth and developing an operative growth strategy can be a major challenge. Fortunately, American entrepreneurs and operators have access to one of the most effective resources in the worldwide market...

Read More >
White Paper

Part 2 of 4: Starting a Small Business

Navigating the complex terrain of creating a sound business plan, forecasting for growth and developing an operative growth strategy can be a challenge for entrepreneurs and small business owners. Fortunately, American entrepreneurs have access to one of the most effective resources in the world via the Small Business Administration (SBA).
... Click to read more

Read More >
White Paper

Part 3 of 4: Managing a Small Business

Congratulations! You have gotten your small business up and running. Now what? This part of our four-part series on leveraging the Small Business Administration to help you launch and manage a small business will focus on the operational aspects of running a business. Whether you need leadership strategies, day-to-day decision making skills
... Click to read more

Read More >
White Paper

Part 4 of 4: Marketing, Sales and Contracting

Understanding marketing and sales as well as the technical complexity of our Internet-driven society gives entrepreneurs a distinct advantage over the competition. This final segment of our four-part report will take a deeper dive into the logistics and philosophy of marketing and sales and their impact on your business success.
... Click to read more

Read More >
White Paper

DIY Marketing Tools

If a business isn’t marketing, its potential customers are not finding it. Small to medium size businesses often struggle with spending hundreds of thousands of dollars on marketing. New DIY marketing tools, however, have eliminated the need to spend astronomical amounts on online and traditional marketing. These tools
... Click to read more

Read More >
White Paper

Virtual Office for Legal Professionals

Law firms (large and small) and solo legal practitioners alike can use virtual office services and spaces to run their entire legal operations or as a supplement to a home office or traditional brick-and-mortar offices. Virtual office services can be particularly useful during trial preparation
... Click to read more

Read More >
White Paper

Finance & Tax Professionals

Finance and tax professionals, whether they work solo or as part of a larger firm, can use virtual office spaces and services to stay on top of their workloads, especially during the busy tax season. Professional virtual office spaces can be particularly useful when back-to-back client meetings are necessary...

Read More >
White Paper

Traveling Entrepreneur

As business people and entrepreneurs continually strive to grow their business, doing so frequently involves traveling around the country to attend networking or tradeshow events, meeting clients and prospects on their own turf, and getting some face-time with colleagues, contractors or employees who may operate in a remote location. Preparation
... Click to read more

Read More >
White Paper

Virtual Office Eguide

Have you ever wondered why some small businesses are successful and others are not and what do these successful companies do to gain an edge over their competition? Through our years of experience
... Click to read more

Read More >