The CPA Marketing Genius Podcast

5 Easy Steps to De-stress and Re-Energize Your Practice

Episode Summary

Tax season can be draining, mentally, physically, and emotionally. In this episode, we’re talking about de-stressing and re-energizing after a busy tax season. You have to give yourself some time to recharge, rest and rejuvenate. In this solo episode, I will be giving you five simple tips in order for yourself to recharge, rest, and rejuvenate. These tips allow you for better planning and execution for future tasks and I’ll be sharing this with you on this episode! Another value-bomb episode so make sure you tune till the end!

Episode Notes

[00:01 - 03:12] Opening Segment 

• Salim introduces his five steps to de-stress and re-energize your practice after a busy tax season
• The five steps to de-stress and re-energize are:
  • #1 is to rest up and completely unplug for a few days
  • #2 is to connect with your purpose
  • #3 is to talk about areas of improvements with the team
  • #4 is planning the next 120 days
  • #5 is optional but highly recommended, I’ll be holding a 2-day virtual event to help practitioners with their 120-day goals

[03:13 - 06:46]  

• Salim discusses his five steps to de-stress and re-energize
  • He and his wife travelled around as part of his application of the five step plan to de-stress and re-energize
• The purpose of the meetings is to bring all team members together to discuss the areas that they need to improve on
  • Team brainstorming in order to improve performance
  • This is to create goals for the next trimester based on the information that they had gathered
• Planning out the next 120 days, which includes tax season will be very beneficial

[06:47 - 09:33] Closing Segment

• Salim’s final step is optional but it is recommended that you join his 2-day virtual event to help practitioners with their 120-day goals!
• Final Words

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If you want to learn more about the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com

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Tweetable Quotes 

“Reconnect with why you do what you do.” - Salim Omar, CPA

"Change of scenery is really beneficial and very important." - Salim Omar, CPA

“Everyone on the team should come together, that will give you a lot of information to create your goals for the next trimester.” – Salim Omar, CPA