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

2

Description

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

Prerequisites

None