D Days
November 30th
What is continuing education deadline?
CSP
Who is also known as a receptionist, the first person clients see as they come into the office?
Henry
Who is Henry Bloch, one of the two brothers who founded H&R Block
TPI
What is tax pro incentive, the "bonus" tax associates are paid based on their completed tax returns and previously paid hours?
Customer Centric
What is going the extra mile now and in the future to WOW our clients?
January 15th
What is the late hire CE and Ready to Serve deadline?
TL
Who is a Team Leader, a single office tax writing ninja who manages their full office team while serving clients both virtually and at the tax desk?
Richard
Who is the "lesser" known Bloch brother, partner to Henry and fellow company founder?
Revenue, EBITDA, Clients, New Clients
What are the four factors for TS24 STI (short term incentive, aka: mgrs bonus)?
Better Together
What is working as a team at every level to make not just our clients feel taken care of but our associates as well?
December 31st
What is the ready to serve deadline?
ATL
Who is an associate team leader, the boots on the ground assistant team lead to their multi office manager?
Many Happy Returns
What is the book Henry Bloch wrote about how the company was founded, and the companies growth?
Max
What our bonus payout will be in TS24?
TPR
What is tax pro review, an virtual product that allows self preparers the opportunity to have their return completed with the assistance of an experienced tax professional?
April 15th
What is the federal and NY state income tax filing deadline?
DGM
Who is District General Manager, and fancy shoe wearer, Matt Fregoe?
$5
What is the cost of full tax preparation when H&R Block first began?
$750
1) complete 10 paid returns , 2) complete 25 paid return, 3) complete 75 paid returns, increase certification to level 2 by March 31st, employed in good standing to end of season.
CDAS
What is Client Demand Appointment Setting, the ability for clients to schedule appointments against open office hours so we can serve them when/where they wish to be served?
aka: CDAS Captain Jessica Chamberlain's nightmare fuel in PreSeason
March 31st
What is the accelerated tax associate certification level increase deadline?
Anyone.... anyone
Who is regional district manager Ben Stein?
No, not THAT one.
July 30, 1922
What is Henry Bloch's Birthdate?
19%
What is the TPI incentive percentage for a senior tax analyst?
GROW model
What is the coaching method used to correct behaviors with associates engagment?
G- goal, R- reality, O- options, W- will.