Dealing with Deadlines

On August 30th, 2013, posted in: Accounting, Productivity by 0 Comment

“A deadline is a deadline is a deadline” is part of the team handbook for our virtual accountants. The IRS and other tax agencies are very serious about their deadlines, so we are, too!

Don’t let clients set unrealistic deadlines. It’s best to ask for a longer deadline than to have to ask for an extension on a too-short deadline. I’ve had clients who requested their financial statements on the 2nd day of the month. Is that possible? Yes, under the very best of situations. Is it always attainable? No; any question about coding, an internet outage or even slow emails can cause a delay.

Explain the process. Be clear in telling the client what factors affect your ability to meet deadlines. If getting information or email responses from them is part of the process, let them know when you’ll need that in order to meet their deadline.

Always plan some buffer time prior to every deadline. Working on a tight schedule all the time is a very stressful way to live. If you organize your workload appropriately, you’ll be able to meet deadlines. If you have too much on your plate and consistently miss deadlines, then you know you need to stop, rethink and reorganize. Remember, a deadline is a deadline is a deadline!

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