Winning Tax Season With Better Workflow & Capacity Management by Center for Accounting Transformation

Description:

  • Win the next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Utilize these technique to compute your tax season capacity:
  • Determine the number of returns that you can complete with your current staff, so that you know when to stop accepting clients OR
  • Determine the number of returns and associated number of staff you need to achieve your firm’s growth targets or profitability goals.
  • Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.

(LIVE VIDEOCONFERENCE)

Highlights:

  • Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.

 

 

Objectives:

• Identify the meaning of effective workflow management,
• Identify which workflows should be prioritized for workflow management improvements,
• Describe how to optimize workflow for profitability using Lean Six Sigma principles,
• Identify how to assign staff to projects, and
• Recognize how to win the workflow battle by delighting clients with better service.

Prerequisites:

None

Category:

MG

Credits:

2

Course Level:

Basic

Members

Standard Fee: $63.00

Non-Members

Standard Fee: $68.00

Register Now

Vendor:

Center for Accounting Transformation

Start:

November 15, 2022 1:00pm

End:

November 15, 2022 3:00pm

Check-in starts at 12:55pm

Leader:

Stitely, Frank

Frank Stitely,CPA, is managing partner at Stitely & Karstetter, CPAs. He’s also CEO of
Clarity Practice Management, a publisher of cloud-based practice management
software. Frank has owned his practice for over 29 years and developed Clarity Practice
Management over ten years to serve the needs of both his practice and his clients. He’s
also the author of “The Relentless CPA.”

Designed For:

Firm leaders, managing partners, owners

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