Learning

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

Transformation Area

Accounting Transformation

On Demand

Tax Transformation

Offered By:

Inspiration Operative:
Frank Stitely , CPA, CVA

Transformation Area:

Field of Study:

CPE Credits

2 Hours

Prerequisite(s)

None

Content Type

Video

Level

Beginner

Assessment

No

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

Intended Audience

Firm leaders, owners, managing partners

Advanced Preparation

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