Joe FierHead of Builds, Delphi · Scaling expert knowledge with AI

Transforming Boring Tasks: Apply Concepts to Taxes!

Name: Transforming Boring Tasks: Apply Concepts to Taxes!
Uploaded: 2024-09-25T18:01:43+00:00
Duration: 37 s
Channel: Joe Fier
Description: Marisa (speaker) explains how to apply a general productivity/behavior-change concept to tax practice. She addresses tax professionals/accountants who…

25 Sept 2024 · 1 min

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Marisa (speaker) explains how to apply a general productivity/behavior-change concept to tax practice. She addresses tax professionals/accountants who struggle to get clients to submit backup documents and proposes starting with a financial goal (how much more to make or save), then setting minimum and stretch targets to drive actions. The excerpt is advisory and step-oriented.

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I had someone say, okay, Marisa, can you really use this for everything? I'm like, yeah, even boring corporate stuff? I said, yeah. Well, how would you apply this to taxes? I said, oh, no problem. Here's how I would apply this to taxes. So any kind of tax professional, accounting accountant, has trouble getting people to actually submit the backup documents. Am I right for that? They need to create the, you know, do the taxes. So if you were a tax professional and you wanted to do this, what you could do is start off by, you know, setting a goal of how much money do you. More money do you want to make and. Or save? Right? And then based on that goal, you might even have the minimum target and stretch goals.