Potential Client Situation

Client Background

The client is a small tax preparation business, located in a suburban area. The owner, Sarah, is a certified tax professional with years of experience in helping individuals and small businesses with their tax needs. However, as her client base grew, Sarah found herself overwhelmed by the operational aspects of running the business.

Sarah was juggling multiple roles—managing client relationships, preparing taxes, and handling administrative tasks—leading to burnout. She struggled to prioritize tasks effectively, often focusing on urgent but low-value activities while neglecting strategic planning. The lack of work-life balance left Sarah exhausted, with little time for personal or family commitments.

Mary Beth worked with Sarah to identify high-priority tasks, to clearly outline the goals and deliverables of the business to ensure everyone understands the overall vision. Mary Beth helped breakdown operations projects into smaller, manageable tasks and subtasks. Mary Beth encouraged Sarah to delegate routine administrative tasks, such as appointment scheduling and bookkeeping, to her while working together to manage other changes. Mary Beth provided empathetic listening during their sessions, helping Sarah articulate her challenges and fears. She tailored solutions that aligned with Sarah’s unique business needs and personal values.

Lasting impact from the partnership, is an increase in productivity with a clear plan and structured schedule. Sarah was able to complete client work more efficiently, reducing overtime hours by 30%. Delegating non-core tasks allowed Sarah to focus on her expertise—tax preparing—while freeing up evenings for family time helping reduce stress. With more mental bandwidth, Sarah launched a new service offering—quarterly tax planning sessions—which increased revenue by 20%.

Mary Beth’s practical strategies and compassionate approach can help transform not only your business but your personal life as well!