D Days
Dec. 15th
What is continuing education deadline? (also SBM case studies and level up for compensation)
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
Name of employee fresh out of ITC course
What is a Tax Associate?
SLA
What is Service Level Agreement (24 hour contact done in 72)?
January 15th
What is the late hire CE and Ready to Serve deadline?
Who is a tax pro who is a member of the Syracuse North Team and will be utilized as such?
Richard
Who is the "lesser" known Bloch brother, partner to Henry and fellow company founder?
Feb. 28
What is the deadline for TA to complete TCC and pass the test?
WIP
What is Work in Progress?
December 31st
What is the ready to serve deadline?
TAA
Who is the Tax Associate Advocate, Lindz, our spicy support system for our new Tax Associates?
Many Happy Returns
What is the book Henry Bloch wrote about how the company was founded, and the companies growth?
Tax Specialist
What is the certification of the Tax Associate after they pass the test for Tax Core Concepts?
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, Heather Thompson, who can fix anything, because tech told me so!
$5
What is the cost of full tax preparation when H&R Block first began?
$750
What is the tax associate bonus if all 3 milestone tasks are completed?
1) CCT class and test passed, 2) complete 25 paid return, 3) complete 75 paid returns, 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?
March 31st
What is the deadline for Nelly (and others) to become an Enrolled Agent and master tax advisor?
RD
Who is regional district manager Ben Stein?
July 30, 1922
What is Henry Bloch's Birthdate?
This is the minimum number of returns for a first year TA.
What is 75?
GROW model
(for COACHING)
What is the coaching method used to correct behaviors with associates engagment?
G- goal, R- reality, O- options, W- will.