FY24 Outcomes
On the (Block) Horizon
Pre-Season 24
Potpourri
R12 Names and Places
200

It is our goal to attract and retain these important folks that will be essential to our transformation this year.

What are:  Tax Pros

200

These three initiatives (imperatives) will continue to be focal in FY24.

What are:

Small Business

Financial Products

Block Experience

200

This new Q1 incentive metric takes into account total revenue and wages.

What is:  Contribution to Margin (CM)

200

This group is included in the Contribution to Margin metric, with regards to their wages and revenue, even through their revenue may appear inconsistent.

What are:  Bookkeepers

200

These hold beer exceptionally well, and they usually hold a lot of it.

What are:  (Beer) Steins

400

This part of H&R Block's Mission will be a primary focus this year amongst associates and clients?

What is:   Inspire Confidence

400

There are this many projects that are being prioritized in FY24 in accordance with Block Horizons 2025?

What are:  Nine

400

***DAILY DOUBLE QUESTION*** Ask selecting person their point wager before reading:

In order to drive paid returns in the Pre-Season, we should be following up with each return on hold at a minimum of this often, and including updated notes in Work Center

What is:   Seven Days

400

If you're watching your return count closely each day, be careful!   These two types of returns will actually reflect completed under the day they were started.

What are:   TPR and Fulfillment returns

400

The first name of the people that wrote such passionate songs as:  "Yesterday", "Late in the Evening" and "The Sound of Silence."

What is:  Paul

600

This new rollout will allow Office Associates to utilize Microsoft Teams, and enable hands-free and remote workforce capability

What is:  Softphone Rollout

600

This is the #1 strategic enterprise project in FY24.

What is:  Delivering a quality BWO experience

600

This summertime calling campaign could be considered a labor of love.   It's part of our standard guarantee and is crucial to ensuring accuracy of our client's Tax Returns.

What is:  Return Review Campaign

600

Our new Emerald Advance is now considered this type of product?

What is:  Term Loan Product

600

This New York town is home to Villa Maria and Empire State College, and Ben always seems to have difficulty pronouncing it.

What is:  Cheektowaga

800

These three areas are the main focus of improving the Tax Pro experience this year?

What are:

BWO

WorkCenter

Phones

800

By using the expert help of our Tax Pros, we look to increase penetration of this important segment of the business.

What is:  DIY

800

Our first big date of the summer, this is when Prior Tax Pros/MTL's/TL's can finally be hired.

What is:  August 15th

800

MyBlock is such an important part of our success with our Virtual/Blended Experiences.   In fact, this percentage was the amount of returns with a Virtual Component that used MyBlock?

What is:  87%

800

This woman was born in Meadville, PA, later to become a famous actress and movie star.   You could say, she rolled the dice and won big.

What is:  Sharon Stone

1000

In the survey given to Tax Pros in March of 2023, 12,833 respondents said this was the most important part of their work.

What is:   Preparing accurate Tax Returns

1000

Our new and improved Emerald Advance Product should better accomplish this for our clients?

What is: Better ease financial burden

1000

Our small business revenue got bigger by this amount in FY23?

What is:  5%

1000

TPI is rolling out company-wide in FY24, and is calculated by utilizing both percentage of revenue, minus production wages to determine the final earned incentive.   These are the three exclusions to the revenue component of the calculation?

What are:  Refund Transfer Fees, Emerald Advance fees, Tax Planning Revenue

1000

There's no place like home for the holidays, according to Perry Como.   To him, there was no place like this city just south of Pittsburgh...where he was born.

What is:  Canonsburg, PA