One Stop, Full Access: Rethink Client Engagement with Rozeta Atlas

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's Accountant Console. Take a demo today at BILL.com/uniquecpa for a $250 gift card – terms apply.  Recorded on April 15th, a day Randy describes as one he's never been fond of, and now has even more reason to dread, is this conversation with Rozeta Atlas on Episode 262 of The Unique CPA. The Director of Product Enablement and Adoption at HubSync, Rozeta cuts right to the heart of why busy season feels so broken, explaining that the problem isn't just the volume of work, but also that progress is invisible to clients. They assume nothing is happening, and since accountants are buried under their own huge pile of returns, the communication gap between the two is like an ouroboros of failings. Rozeta draws on her background moving from tax technical work into firm operations to make the case that technology alone isn't the fix, because process has to come first. She's also clear that the window to fix things for next year is already open: Extended returns due in September and October mean there's still time to standardize, identify the gaps, and layer in the right tools before the next wave hits. Get the full show notes and more resources at TheUniqueCPA.com