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.
