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Winning Tax Season with Better Workflow & Capacity Management
Transformation Area:
Accounting Transformation
Tax Transformation
Field of Study:
Business Management & Organization - BMO
CPE Credits
2 Hour(s) - CPE Credit(s)
Duration
2 Hour(s)
Prerequisite(s)
None
Level
Basic
Content Type
Group Internet Based
Description
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.
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.
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, Managing Partners, Owners
Click here for the Center for Accounting Transformation Administrative Policies
