Webinar (CAT): Winning Tax Season with Better Workflow & Capacity Management

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.

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, and

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

Major Topics

Firm Management

Provider
Center for Accounting Transformation
Course Level
Basic
CPE Field of Study
Taxes
2
Who Should Attend

Firm leaders, managing partners, owners

Instructor(s)
Frank Stitley
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Nov 2, 2021
10:00 am - 12:00 pm MDT
Location
Webinar
Format
Webinar

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$50.00

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$100.00
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Webinar (CAT): Winning Tax Season with Better Workflow & Capacity Management


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