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Learning

Winning Tax Season with Better Workflow & Capacity Management (On Demand)

Transformation Area
Accounting Transformation
On Demand
Tax Transformation

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$20
Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds. Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.

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Offered By:

Duration

2 Hours

Skill

Beginner

Assessment

No

Content Type

Video

Course Overview

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your ideal workflow and optimize your capacity to delight clients with better service.

Learning 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
  • Recognize how to win the workflow battle by delighting clients with better service

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