Winning Tax Season with Better Worflow & Capacity Management
December 11th, 2023 - December 11th, 2023 @ 2:00 PM-4:00 PM
Member Price | $75 |
Non-Member Price | $100 |
If you are a member, please login to activate member pricing. | |
Credits
2Description
Win the 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.
Presented by the Center for Accounting Transformation.
Objectives
- Identify the meaning of effective workflow management
- Identify which workflows should be prioritized for workflow management improvements
- Determine 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
Major Subjects
- Tactics from the project management and Lean Six Sigma worlds
- Hands-on lessons from “The Relentless CPA” to create ideal workflows and optimize capacity