The Accounting Engagement Process, Broken Down Stage by Stage
Let’s say two firms take on the same client, with the same return and fee schedule on paper. One firm spends tax season chasing signatures, tracking down missing documents, and writing off hours nobody agreed to. The other doesn’t. Why?
This infographic maps the full tax prep workflow — from the first client intake call through document collection, return delivery, and archive — and shows where engagements typically break down.
You’ll see where the most common places that scope goes undefined, pricing strategies fail, and where teams end up working more hours than they bill.